|
451
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$5.19M
|
+$94.6K
|
+504
|
+2%
|
|
|
452
|
Royal Harbor Partners
Houston,
Texas
|
$5.18M
|
+$5.51M
|
+29,332
|
New
|
|
|
453
|
One Capital Management
Westlake Village,
California
|
$5.18M
|
-$173K
|
-923
|
-3%
|
|
|
454
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$5.16M
|
-$1.31K
|
-7
|
-0%
|
|
|
455
|
Fort Point Capital Partners
San Francisco,
California
|
$5.16M
|
-$1.99M
|
-10,587
|
-27%
|
|
|
456
|
Boston Financial Management
Boston,
Massachusetts
|
$5.15M
|
-$141K
|
-750
|
-3%
|
|
|
457
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$5.14M
|
+$44.1K
|
+235
|
+0.8%
|
|
|
458
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$5.14M
|
–
|
–
|
–
|
|
|
459
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$5.14M
|
-$150K
|
-800
|
-3%
|
|
|
460
|
Tiedemann Advisors
New York
|
$5.12M
|
-$72.3K
|
-385
|
-1%
|
|
|
461
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$5.08M
|
-$42.1K
|
-224
|
-0.8%
|
|
|
462
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$5.04M
|
+$183K
|
+977
|
+4%
|
|
|
463
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$5.04M
|
-$49.4K
|
-263
|
-0.9%
|
|
|
464
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$5.01M
|
+$30.2K
|
+161
|
+0.6%
|
|
|
465
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$4.99M
|
+$5.3M
|
+28,216
|
New
|
|
|
466
|
Addenda Capital
Montreal,
Quebec, Canada
|
$4.98M
|
-$169K
|
-900
|
-3%
|
|
|
467
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$4.97M
|
+$105K
|
+561
|
+2%
|
|
|
468
|
RhumbLine Advisers
Boston,
Massachusetts
|
$4.95M
|
-$13.6M
|
-72,583
|
-72%
|
|
|
469
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$4.94M
|
+$391K
|
+2,085
|
+8%
|
|
|
470
|
Evoke Wealth
Los Angeles,
California
|
$4.92M
|
+$583K
|
+3,104
|
+13%
|
|
|
471
|
Savoie Capital
Chicago,
Illinois
|
$4.88M
|
+$5.19M
|
+27,633
|
New
|
|
|
472
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$4.88M
|
-$1.78M
|
-9,460
|
-26%
|
|
|
473
|
Schroder Investment Management Group
London,
United Kingdom
|
$4.88M
|
-$95.6M
|
-509,437
|
-95%
|
|
|
474
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$4.87M
|
-$40.5K
|
-216
|
-0.8%
|
|
|
475
|
LPWM LLC
Minneapolis,
Minnesota
|
$4.84M
|
+$98K
|
+522
|
+2%
|
|
