|
551
|
Opus Investment Management
Worcester,
Massachusetts
|
$5.39M
|
+$2.38M
|
+33,650
|
+77%
|
|
|
552
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$5.39M
|
-$150K
|
-2,117
|
-3%
|
|
|
553
|
SVB Wealth
Boston,
Massachusetts
|
$5.36M
|
-$173K
|
-2,440
|
-3%
|
|
|
554
|
Horizon Investments
Charlotte,
North Carolina
|
$5.35M
|
+$334K
|
+4,725
|
+7%
|
|
|
555
|
Frontier Asset Management
Sheridan,
Wyoming
|
$5.35M
|
-$502K
|
-7,098
|
-8%
|
|
|
556
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$5.33M
|
-$108K
|
-1,523
|
-2%
|
|
|
557
|
Viridian RIA
Bothell,
Washington
|
$5.3M
|
-$6.61M
|
-93,489
|
Closed
|
|
|
558
|
Western Wealth Management
Golden,
Colorado
|
$5.29M
|
+$1.97M
|
+27,885
|
+58%
|
|
|
559
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$5.26M
|
+$6.37K
|
+90
|
+0.1%
|
|
|
560
|
Marietta Wealth Management
Marietta,
Georgia
|
$5.26M
|
+$387K
|
+5,469
|
+8%
|
|
|
561
|
Bray Capital Advisors
Naples,
Florida
|
$5.23M
|
-$44.3K
|
-626
|
-0.8%
|
|
|
562
|
|
$5.21M
|
-$848K
|
-11,987
|
-14%
|
|
|
563
|
Lee Financial
Dallas,
Texas
|
$5.18M
|
-$76.4K
|
-1,080
|
-1%
|
|
|
564
|
Wade Financial Advisory
Campbell,
California
|
$5.18M
|
+$2.06M
|
+29,112
|
+64%
|
|
|
565
|
High Net Worth Advisory Group
Naples,
Florida
|
$5.17M
|
+$167K
|
+2,362
|
+3%
|
|
|
566
|
|
$5.08M
|
-$5.77M
|
-81,525
|
-53%
|
|
|
567
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$5.07M
|
+$143K
|
+2,018
|
+3%
|
|
|
568
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.01M
|
-$2.22M
|
-31,333
|
-30%
|
|
|
569
|
Clearstead Advisors
Cleveland,
Ohio
|
$5M
|
-$1.12M
|
-15,827
|
-18%
|
|
|
570
|
Vickerman Investment Advisors
Spokane,
Washington
|
$5M
|
-$546K
|
-7,717
|
-9%
|
|
|
571
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.94M
|
+$5.03M
|
+71,080
|
New
|
|
|
572
|
Sunbelt Securities
Houston,
Texas
|
$4.93M
|
+$194K
|
+2,748
|
+4%
|
|
|
573
|
Planned Solutions
Folsom,
California
|
$4.92M
|
-$116K
|
-1,646
|
-2%
|
|
|
574
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$4.81M
|
-$129K
|
-1,818
|
-3%
|
|
|
575
|
Crestmont Private Wealth
Houston,
Texas
|
$4.76M
|
+$635K
|
+8,974
|
+15%
|
|
