|
326
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.69M
|
-$50K
|
-721
|
-3%
|
|
|
327
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.69M
|
-$1.25K
|
-18
|
-0.1%
|
|
|
328
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.68M
|
–
|
–
|
–
|
|
|
329
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.68M
|
+$120K
|
+1,735
|
+8%
|
|
|
330
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.68M
|
+$43.1K
|
+622
|
+3%
|
|
|
331
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.67M
|
+$449K
|
+6,478
|
+37%
|
|
|
332
|
Vicus Capital
State College,
Pennsylvania
|
$1.64M
|
+$146K
|
+2,112
|
+10%
|
|
|
333
|
Procyon Advisors
Shelton,
Connecticut
|
$1.64M
|
–
|
–
|
–
|
|
|
334
|
Snowden Capital Advisors
New York
|
$1.63M
|
+$4.85K
|
+70
|
+0.3%
|
|
|
335
|
High Probability Advisors
Pittsford,
New York
|
$1.62M
|
+$61.1K
|
+881
|
+4%
|
|
|
336
|
Brighton Jones LLC
Seattle,
Washington
|
$1.6M
|
+$114K
|
+1,649
|
+8%
|
|
|
337
|
Asset Dedication LLC
San Francisco,
California
|
$1.6M
|
-$690K
|
-9,955
|
-30%
|
|
|
338
|
William Blair & Company
Chicago,
Illinois
|
$1.59M
|
+$118K
|
+1,697
|
+8%
|
|
|
339
|
Cozad Asset Management
Champaign,
Illinois
|
$1.59M
|
+$13.5K
|
+195
|
+0.9%
|
|
|
340
|
Cresset Asset Management
Chicago,
Illinois
|
$1.57M
|
-$72.3K
|
-1,042
|
-4%
|
|
|
341
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.49M
|
-$121K
|
-1,744
|
-8%
|
|
|
342
|
Lane & Associates
Moorestown,
New Jersey
|
$1.49M
|
-$155K
|
-2,242
|
-9%
|
|
|
343
|
Arlington Trust
Birmingham,
Alabama
|
$1.48M
|
+$13.9K
|
+200
|
+1%
|
|
|
344
|
Citadel Advisors
Miami,
Florida
|
$1.48M
|
+$816K
|
+11,774
|
+125%
|
|
|
345
|
&Partners
Nashville,
Tennessee
|
$1.47M
|
+$908K
|
+13,097
|
+166%
|
|
|
346
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$1.44M
|
+$193K
|
+2,782
|
+16%
|
|
|
347
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.43M
|
–
|
–
|
–
|
|
|
348
|
Two Sigma Securities
New York
|
$1.42M
|
+$1.41M
|
+20,373
|
New
|
|
|
349
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.42M
|
-$30.9K
|
-445
|
-2%
|
|
|
350
|
Traveka Wealth
Los Altos,
California
|
$1.4M
|
+$208
|
+3
|
+0%
|
|
