|
351
|
Lazard Asset Management
New York
|
$1.76M
|
+$1.6M
|
+7,312
|
New
|
|
|
352
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$1.76M
|
+$1.59M
|
+7,309
|
New
|
|
|
353
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.76M
|
–
|
–
|
–
|
|
|
354
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.75M
|
+$58.5K
|
+268
|
+4%
|
|
|
355
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.75M
|
+$1.22M
|
+5,603
|
+333%
|
|
|
356
|
Moulton Wealth Management
Spokane,
Washington
|
$1.75M
|
+$1.59M
|
+7,306
|
New
|
|
|
357
|
|
$1.74M
|
+$391K
|
+1,793
|
+33%
|
|
|
358
|
Fermata Advisors
Sonoma,
California
|
$1.73M
|
-$197K
|
-901
|
-11%
|
|
|
359
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.72M
|
-$10.7K
|
-49
|
-0.7%
|
|
|
360
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.7M
|
-$8.73K
|
-40
|
-0.6%
|
|
|
361
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.7M
|
-$69.2K
|
-317
|
-4%
|
|
|
362
|
MGO One Seven
Beachwood,
Ohio
|
$1.7M
|
+$1.54M
|
+7,077
|
New
|
|
|
363
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$1.68M
|
-$568K
|
-2,603
|
-27%
|
|
|
364
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.67M
|
+$1.52M
|
+6,946
|
New
|
|
|
365
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.66M
|
+$120K
|
+551
|
+9%
|
|
|
366
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.65M
|
+$48K
|
+220
|
+3%
|
|
|
367
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$1.63M
|
+$1.22M
|
+5,599
|
+480%
|
|
|
368
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.62M
|
-$1.06M
|
-4,881
|
-42%
|
|
|
369
|
Wealth Quarterback
Toms River,
New Jersey
|
$1.62M
|
+$3.93K
|
+18
|
+0.3%
|
|
|
370
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.61M
|
+$52.4K
|
+240
|
+4%
|
|
|
371
|
Cresset Asset Management
Chicago,
Illinois
|
$1.6M
|
-$1.42M
|
-6,520
|
-49%
|
|
|
372
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.58M
|
-$22.3K
|
-102
|
-2%
|
|
|
373
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.57M
|
+$28.4K
|
+130
|
+2%
|
|
|
374
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.57M
|
–
|
–
|
–
|
|
|
375
|
ACT Advisors
Asheville,
North Carolina
|
$1.56M
|
-$23.8K
|
-109
|
-2%
|
|
