|
451
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.72M
|
+$538K
|
+3,838
|
+18%
|
|
|
452
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$3.71M
|
+$24.8K
|
+177
|
+0.7%
|
|
|
453
|
Oxford Financial Group
Carmel,
Indiana
|
$3.69M
|
-$316K
|
-2,252
|
-8%
|
|
|
454
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$3.69M
|
+$380K
|
+2,710
|
+12%
|
|
|
455
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.68M
|
–
|
–
|
–
|
|
|
456
|
|
$3.67M
|
-$411K
|
-2,933
|
-10%
|
|
|
457
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$3.67M
|
+$24.1K
|
+172
|
+0.7%
|
|
|
458
|
Nicholson Meyer Capital Management
Kansas City,
Missouri
|
$3.66M
|
-$48.5K
|
-346
|
-1%
|
|
|
459
|
NEPC LLC
Boston,
Massachusetts
|
$3.65M
|
–
|
–
|
–
|
|
|
460
|
Strategic Equity Management
Tucson,
Arizona
|
$3.63M
|
-$54.8K
|
-391
|
-2%
|
|
|
461
|
Silvia McColl Wealth Management
San Diego,
California
|
$3.61M
|
–
|
–
|
–
|
|
|
462
|
Rather & Kittrell
Knoxville,
Tennessee
|
$3.57M
|
-$557K
|
-3,973
|
-14%
|
|
|
463
|
Carr Financial Group
Worcester,
Massachusetts
|
$3.55M
|
-$680K
|
-4,847
|
-17%
|
|
|
464
|
Kings Path Partners
Sugar Land,
Texas
|
$3.53M
|
+$140
|
+1
|
+0%
|
|
|
465
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$3.53M
|
-$127K
|
-905
|
-4%
|
|
|
466
|
Formulate Financial
Boca Raton,
Florida
|
$3.49M
|
+$3.36M
|
+23,956
|
New
|
|
|
467
|
Jefferies Financial Group
New York
|
$3.47M
|
+$421
|
+3
|
+0%
|
|
|
468
|
Vivaldi Capital Management
Chicago,
Illinois
|
$3.45M
|
-$27.3K
|
-195
|
-0.8%
|
|
|
469
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$3.45M
|
-$146K
|
-1,043
|
-4%
|
|
|
470
|
Curat Global
Springfield,
New Hampshire
|
$3.41M
|
+$218K
|
+1,556
|
+7%
|
|
|
471
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.41M
|
+$98.4K
|
+702
|
+3%
|
|
|
472
|
SCS Capital Management
Boston,
Massachusetts
|
$3.4M
|
-$701
|
-5
|
-0%
|
|
|
473
|
Carrera Capital Advisors
Troy,
Michigan
|
$3.4M
|
+$627K
|
+4,468
|
+24%
|
|
|
474
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.38M
|
-$340K
|
-2,426
|
-9%
|
|
|
475
|
Foster Group
West Des Moines,
Iowa
|
$3.37M
|
-$81.2K
|
-579
|
-2%
|
|
