|
751
|
Theory Financial
Fort Collins,
Colorado
|
$3.25M
|
+$1.45M
|
+25,913
|
+93%
|
|
|
752
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$3.23M
|
+$247K
|
+4,429
|
+9%
|
|
|
753
|
Private Trust Company
Cleveland,
Ohio
|
$3.23M
|
+$329K
|
+5,899
|
+12%
|
|
|
754
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.22M
|
+$21K
|
+377
|
+0.7%
|
|
|
755
|
LAM Group
Lake Oswego,
Oregon
|
$3.22M
|
–
|
–
|
–
|
|
|
756
|
Stone Summit Wealth
Miami,
Florida
|
$3.21M
|
-$207K
|
-3,704
|
-6%
|
|
|
757
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.21M
|
-$54.3K
|
-973
|
-2%
|
|
|
758
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$3.21M
|
-$58.6K
|
-1,050
|
-2%
|
|
|
759
|
My Legacy Advisors
Bend,
Oregon
|
$3.19M
|
+$1.35M
|
+24,104
|
+83%
|
|
|
760
|
Sapient Capital
Indianapolis,
Indiana
|
$3.18M
|
+$725K
|
+12,994
|
+32%
|
|
|
761
|
|
$3.17M
|
+$2.28M
|
+40,851
|
+343%
|
|
|
762
|
Cordant Inc
Portland,
Oregon
|
$3.15M
|
+$716K
|
+12,825
|
+32%
|
|
|
763
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.12M
|
+$233K
|
+4,172
|
+9%
|
|
|
764
|
5T Wealth
Napa,
California
|
$3.11M
|
+$647K
|
+11,595
|
+29%
|
|
|
765
|
Elyxium Wealth
San Mateo,
California
|
$3.11M
|
-$585K
|
-10,485
|
-17%
|
|
|
766
|
NBT Bank
Norwich,
New York
|
$3.1M
|
-$5.3K
|
-95
|
-0.2%
|
|
|
767
|
Diversified Enterprises
Wilmington,
Delaware
|
$3.1M
|
-$228K
|
-4,090
|
-7%
|
|
|
768
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.06M
|
+$253K
|
+4,533
|
+10%
|
|
|
769
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.05M
|
-$44.4K
|
-795
|
-2%
|
|
|
770
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$3.04M
|
+$1.37M
|
+24,555
|
+94%
|
|
|
771
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$3.04M
|
+$92K
|
+1,649
|
+3%
|
|
|
772
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$3.02M
|
-$277K
|
-4,959
|
-9%
|
|
|
773
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$3.02M
|
+$1.62M
|
+29,068
|
+137%
|
|
|
774
|
Westside Investment Management
Santa Monica,
California
|
$3.01M
|
-$449K
|
-8,050
|
-14%
|
|
|
775
|
Money Design
Tokyo,
Japan
|
$3M
|
+$50.5K
|
+905
|
+2%
|
|
