|
451
|
Forte Asset Management
Bedford,
New York
|
$4.03M
|
+$41.8K
|
+281
|
+1%
|
|
|
452
|
Asset Dedication LLC
San Francisco,
California
|
$4.03M
|
-$8.78M
|
-59,065
|
-68%
|
|
|
453
|
Formulate Financial
Boca Raton,
Florida
|
$3.95M
|
+$568K
|
+3,821
|
+16%
|
|
|
454
|
Segment Wealth Management
Houston,
Texas
|
$3.88M
|
+$73.2K
|
+492
|
+2%
|
|
|
455
|
Joel Isaacson & Co
New York
|
$3.87M
|
+$9.07K
|
+61
|
+0.2%
|
|
|
456
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$3.85M
|
-$5.06K
|
-34
|
-0.1%
|
|
|
457
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$3.82M
|
+$3.87K
|
+26
|
+0.1%
|
|
|
458
|
Private Trust Company
Cleveland,
Ohio
|
$3.82M
|
-$77.8K
|
-523
|
-2%
|
|
|
459
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$3.82M
|
–
|
–
|
–
|
|
|
460
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.8M
|
–
|
–
|
–
|
|
|
461
|
JSF Financial
Los Angeles,
California
|
$3.79M
|
-$139K
|
-938
|
-3%
|
|
|
462
|
TD Private Client Wealth
New York
|
$3.75M
|
+$486K
|
+3,267
|
+14%
|
|
|
463
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$3.69M
|
-$21.9K
|
-147
|
-0.6%
|
|
|
464
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$3.69M
|
+$253K
|
+1,704
|
+7%
|
|
|
465
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$3.69M
|
-$29.9K
|
-201
|
-0.8%
|
|
|
466
|
Diversify Wealth Management
Sandy,
Utah
|
$3.67M
|
+$3.51M
|
+23,604
|
New
|
|
|
467
|
TFC Financial Management
Boston,
Massachusetts
|
$3.66M
|
+$1.78K
|
+12
|
+0%
|
|
|
468
|
Samalin Investment Counsel
Chappaqua,
New York
|
$3.63M
|
-$1.17M
|
-7,896
|
-24%
|
|
|
469
|
Curat Global
Springfield,
New Hampshire
|
$3.63M
|
+$25.6K
|
+172
|
+0.7%
|
|
|
470
|
Fortress Financial Solutions
Tucson,
Arizona
|
$3.61M
|
-$343K
|
-2,310
|
-8%
|
|
|
471
|
Climber Capital
Nyon,
Switzerland
|
$3.61M
|
-$726K
|
-4,885
|
-15%
|
|
|
472
|
Oxford Financial Group
Carmel,
Indiana
|
$3.6M
|
–
|
–
|
–
|
|
|
473
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.6M
|
–
|
–
|
–
|
|
|
474
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$3.58M
|
+$3.74M
|
+25,148
|
New
|
|
|
475
|
NEPC LLC
Boston,
Massachusetts
|
$3.57M
|
–
|
–
|
–
|
|
