|
326
|
Chatham Capital Group
Savannah,
Georgia
|
$2.21M
|
–
|
–
|
–
|
|
|
327
|
Advyzon Investment Management
Lisle,
Illinois
|
$2.2M
|
+$298K
|
+3,745
|
+16%
|
|
|
328
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$2.17M
|
–
|
–
|
–
|
|
|
329
|
IFG Advisory
Atlanta,
Georgia
|
$2.16M
|
-$58.7K
|
-738
|
-3%
|
|
|
330
|
|
$2.09M
|
+$114K
|
+1,435
|
+6%
|
|
|
331
|
Element Wealth
Ridgeland,
Mississippi
|
$2.05M
|
-$208K
|
-2,613
|
-10%
|
|
|
332
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.05M
|
+$82.2K
|
+1,034
|
+4%
|
|
|
333
|
Summit Wealth Partners
Orlando,
Florida
|
$2.04M
|
+$35.9K
|
+451
|
+2%
|
|
|
334
|
Cresset Asset Management
Chicago,
Illinois
|
$2.03M
|
+$237K
|
+2,981
|
+14%
|
|
|
335
|
Donor Advised Charitable Giving
San Francisco,
California
|
$2.02M
|
–
|
–
|
–
|
|
|
336
|
Barrett & Company
Providence,
Rhode Island
|
$2.01M
|
+$669K
|
+8,410
|
+53%
|
|
|
337
|
Vicus Capital
State College,
Pennsylvania
|
$2M
|
-$10.7M
|
-134,502
|
-85%
|
|
|
338
|
Red Lighthouse Investment Management
New York
|
$1.99M
|
-$49.2K
|
-619
|
-2%
|
|
|
339
|
Procyon Advisors
Shelton,
Connecticut
|
$1.99M
|
+$52.2K
|
+656
|
+3%
|
|
|
340
|
William Blair & Company
Chicago,
Illinois
|
$1.97M
|
+$115K
|
+1,448
|
+6%
|
|
|
341
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.97M
|
–
|
–
|
–
|
|
|
342
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.96M
|
+$26.2K
|
+329
|
+1%
|
|
|
343
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.96M
|
–
|
–
|
–
|
|
|
344
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.91M
|
-$60.7K
|
-763
|
-3%
|
|
|
345
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.9M
|
+$21.1K
|
+265
|
+1%
|
|
|
346
|
Verum Partners
Charlotte,
North Carolina
|
$1.88M
|
-$21.2K
|
-267
|
-1%
|
|
|
347
|
Asset Dedication LLC
San Francisco,
California
|
$1.86M
|
-$25.2K
|
-317
|
-1%
|
|
|
348
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$1.84M
|
-$17K
|
-214
|
-0.9%
|
|
|
349
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.77M
|
+$1.7M
|
+21,437
|
New
|
|
|
350
|
Arlington Trust
Birmingham,
Alabama
|
$1.75M
|
–
|
–
|
–
|
|
