|
751
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$1.18M
|
+$194K
|
+1,044
|
+21%
|
|
|
752
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.17M
|
-$1.27M
|
-6,813
|
-53%
|
|
|
753
|
Iams Wealth Management
Omaha,
Nebraska
|
$1.17M
|
-$680K
|
-3,648
|
-38%
|
|
|
754
|
Wealth Effects
Boston,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
755
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.16M
|
-$14.7K
|
-79
|
-1%
|
|
|
756
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.15M
|
-$3.54K
|
-19
|
-0.3%
|
|
|
757
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1.15M
|
+$1.05M
|
+5,658
|
+2,560%
|
|
|
758
|
SageView Advisory Group
Newport Beach,
California
|
$1.14M
|
+$27.4K
|
+147
|
+3%
|
|
|
759
|
Tarbox Family Office
Newport Beach,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
760
|
Forum Private Client Group
Fishers,
Indiana
|
$1.13M
|
+$55.3K
|
+297
|
+5%
|
|
|
761
|
Country Club Bank
Kansas City,
Missouri
|
$1.13M
|
+$14.7K
|
+79
|
+1%
|
|
|
762
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.12M
|
+$63.5K
|
+341
|
+6%
|
|
|
763
|
Boston Family Office
Boston,
Massachusetts
|
$1.12M
|
–
|
–
|
–
|
|
|
764
|
Savvy Advisors Inc
New York
|
$1.11M
|
-$148K
|
-794
|
-12%
|
|
|
765
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.11M
|
+$360K
|
+1,930
|
+52%
|
|
|
766
|
Lodestar Private Asset Management
Alamo,
California
|
$1.1M
|
+$38.4K
|
+206
|
+4%
|
|
|
767
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.1M
|
+$91.5K
|
+491
|
+10%
|
|
|
768
|
Chapin Davis
Baltimore,
Maryland
|
$1.09M
|
-$9.87K
|
-53
|
-0.9%
|
|
|
769
|
Richmond Investment Services
Mequon,
Wisconsin
|
$1.09M
|
+$1.04M
|
+5,595
|
New
|
|
|
770
|
Tactive Advisors
Jacksonville,
Florida
|
$1.09M
|
+$1.04M
|
+5,592
|
New
|
|
|
771
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$1.09M
|
–
|
–
|
–
|
|
|
772
|
Towerpoint Wealth
Sacramento,
California
|
$1.09M
|
+$519K
|
+2,788
|
+100%
|
|
|
773
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.09M
|
+$39.9K
|
+214
|
+4%
|
|
|
774
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$1.09M
|
-$91.8K
|
-493
|
-8%
|
|
|
775
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.08M
|
+$128K
|
+689
|
+14%
|
|
