|
376
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$2M
|
+$1.98M
|
+23,606
|
New
|
|
|
377
|
Morningstar Investment Management
Chicago,
Illinois
|
$1.99M
|
-$19.4M
|
-230,880
|
-91%
|
|
|
378
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.96M
|
+$4.61K
|
+55
|
+0.2%
|
|
|
379
|
MA Private Wealth
San Carlos,
California
|
$1.96M
|
-$687K
|
-8,191
|
-26%
|
|
|
380
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.95M
|
+$9.89K
|
+118
|
+0.5%
|
|
|
381
|
William Blair & Company
Chicago,
Illinois
|
$1.95M
|
-$68K
|
-811
|
-3%
|
|
|
382
|
Cresset Asset Management
Chicago,
Illinois
|
$1.87M
|
-$205K
|
-2,448
|
-10%
|
|
|
383
|
Clune & Associates
Chicago,
Illinois
|
$1.86M
|
+$112K
|
+1,338
|
+6%
|
|
|
384
|
Vise Technologies
New York
|
$1.86M
|
+$1.58M
|
+18,879
|
+605%
|
|
|
385
|
Asset Dedication LLC
San Francisco,
California
|
$1.85M
|
-$47.5K
|
-567
|
-3%
|
|
|
386
|
Verum Partners
Charlotte,
North Carolina
|
$1.85M
|
-$71K
|
-847
|
-4%
|
|
|
387
|
Empowered Funds
Havertown,
Pennsylvania
|
$1.85M
|
+$32.2K
|
+384
|
+2%
|
|
|
388
|
Arlington Trust
Birmingham,
Alabama
|
$1.81M
|
+$18.3K
|
+218
|
+1%
|
|
|
389
|
Vicus Capital
State College,
Pennsylvania
|
$1.81M
|
-$245K
|
-2,917
|
-12%
|
|
|
390
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$1.8M
|
+$73.8K
|
+880
|
+4%
|
|
|
391
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.8M
|
+$918K
|
+10,944
|
+106%
|
|
|
392
|
Neuberger Berman Group
New York
|
$1.8M
|
+$1.07M
|
+12,731
|
+150%
|
|
|
393
|
Mutual Advisors
Omaha,
Nebraska
|
$1.79M
|
+$243K
|
+2,893
|
+16%
|
|
|
394
|
Capital Planning Advisors
Roseville,
California
|
$1.78M
|
+$3.6K
|
+43
|
+0.2%
|
|
|
395
|
Belpointe Asset Management
Reno,
Nevada
|
$1.75M
|
+$421K
|
+5,020
|
+32%
|
|
|
396
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.74M
|
+$168
|
+2
|
+0%
|
|
|
397
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.73M
|
+$178K
|
+2,128
|
+12%
|
|
|
398
|
Arrowroot Family Office
Marina Del Rey,
California
|
$1.72M
|
-$5.11K
|
-61
|
-0.3%
|
|
|
399
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$1.7M
|
+$173K
|
+2,069
|
+11%
|
|
|
400
|
Real Talk Capital
Franklin,
Tennessee
|
$1.67M
|
+$2.43K
|
+29
|
+0.1%
|
|
