|
326
|
Main Street Research
Lakeville,
Connecticut
|
$1.97M
|
+$1.86M
|
+25,485
|
New
|
|
|
327
|
Argent Trust Co
Nashville,
Tennessee
|
$1.96M
|
–
|
–
|
–
|
|
|
328
|
Carr Financial Group
Worcester,
Massachusetts
|
$1.96M
|
+$44.7K
|
+612
|
+2%
|
|
|
329
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.95M
|
+$1.85M
|
+25,303
|
New
|
|
|
330
|
Renaissance Technologies
New York
|
$1.94M
|
+$21.9K
|
+300
|
+1%
|
|
|
331
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.94M
|
+$469K
|
+6,417
|
+34%
|
|
|
332
|
Red Lighthouse Investment Management
New York
|
$1.91M
|
-$23.9K
|
-327
|
-1%
|
|
|
333
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.89M
|
+$27.6K
|
+378
|
+2%
|
|
|
334
|
Capital Planning Advisors
Roseville,
California
|
$1.88M
|
+$146
|
+2
|
+0%
|
|
|
335
|
Summit Wealth Partners
Orlando,
Florida
|
$1.88M
|
-$149K
|
-2,034
|
-8%
|
|
|
336
|
Brighton Jones LLC
Seattle,
Washington
|
$1.87M
|
+$97.3K
|
+1,333
|
+6%
|
|
|
337
|
|
$1.85M
|
-$979K
|
-13,415
|
-36%
|
|
|
338
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.85M
|
-$24.7K
|
-338
|
-1%
|
|
|
339
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.84M
|
-$29.1K
|
-399
|
-2%
|
|
|
340
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.84M
|
-$18.8K
|
-257
|
-1%
|
|
|
341
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.83M
|
+$1.73M
|
+23,674
|
New
|
|
|
342
|
Old Mission Capital
Chicago,
Illinois
|
$1.82M
|
-$17.5M
|
-239,355
|
-91%
|
|
|
343
|
Procyon Advisors
Shelton,
Connecticut
|
$1.81M
|
–
|
–
|
–
|
|
|
344
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.81M
|
-$473K
|
-6,476
|
-22%
|
|
|
345
|
Verum Partners
Charlotte,
North Carolina
|
$1.78M
|
-$206K
|
-2,824
|
-11%
|
|
|
346
|
&Partners
Nashville,
Tennessee
|
$1.77M
|
+$141K
|
+1,929
|
+9%
|
|
|
347
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.77M
|
+$1.1M
|
+15,090
|
+194%
|
|
|
348
|
Asset Dedication LLC
San Francisco,
California
|
$1.76M
|
-$5.55K
|
-76
|
-0.3%
|
|
|
349
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.75M
|
+$93.5K
|
+1,280
|
+6%
|
|
|
350
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$1.74M
|
+$145K
|
+1,989
|
+10%
|
|
