|
301
|
IMPACTfolio
Denver,
Colorado
|
$8.62M
|
+$533K
|
+4,975
|
+7%
|
|
|
302
|
Liberty Capital Management
Birmingham,
Michigan
|
$8.45M
|
+$69.2K
|
+646
|
+0.8%
|
|
|
303
|
D.J. St. Germain
Springfield,
Massachusetts
|
$8.4M
|
+$9.64K
|
+90
|
+0.1%
|
|
|
304
|
Simplicity Wealth
Summit,
New Jersey
|
$8.4M
|
-$1.21M
|
-11,339
|
-13%
|
|
|
305
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$8.38M
|
-$746K
|
-6,969
|
-8%
|
|
|
306
|
TD Private Client Wealth
New York
|
$8.37M
|
+$2M
|
+18,690
|
+31%
|
|
|
307
|
SVB Wealth
Boston,
Massachusetts
|
$8.3M
|
+$144K
|
+1,349
|
+2%
|
|
|
308
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$8.19M
|
+$159K
|
+1,481
|
+2%
|
|
|
309
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$8.08M
|
+$310K
|
+2,892
|
+4%
|
|
|
310
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$8.03M
|
+$228K
|
+2,131
|
+3%
|
|
|
311
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$8.02M
|
+$663K
|
+6,195
|
+9%
|
|
|
312
|
|
$8.02M
|
-$18.3M
|
-171,094
|
-70%
|
|
|
313
|
Keebeck Wealth Management
Chicago,
Illinois
|
$7.95M
|
+$1.25M
|
+11,684
|
+19%
|
|
|
314
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$7.92M
|
-$170K
|
-1,592
|
-2%
|
|
|
315
|
Global Retirement Partners
San Rafael,
California
|
$7.91M
|
+$2.97M
|
+27,757
|
+60%
|
|
|
316
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$7.9M
|
+$286K
|
+2,669
|
+4%
|
|
|
317
|
Clarity Asset Management
Ames,
Iowa
|
$7.86M
|
+$195K
|
+1,821
|
+3%
|
|
|
318
|
Advyzon Investment Management
Lisle,
Illinois
|
$7.77M
|
+$3.33M
|
+31,106
|
+75%
|
|
|
319
|
Founders Financial Securities
Towson,
Maryland
|
$7.7M
|
+$1.63M
|
+15,211
|
+27%
|
|
|
320
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$7.7M
|
+$1.39M
|
+13,010
|
+22%
|
|
|
321
|
Savant Capital
Rockford,
Illinois
|
$7.66M
|
-$168K
|
-1,572
|
-2%
|
|
|
322
|
|
$7.63M
|
-$331K
|
-3,089
|
-4%
|
|
|
323
|
25 LLC
St. Louis,
Missouri
|
$7.57M
|
-$2.9M
|
-27,115
|
-28%
|
|
|
324
|
May Hill Capital
Cohasset,
Massachusetts
|
$7.56M
|
+$223K
|
+2,087
|
+3%
|
|
|
325
|
Private Wealth Management Group
Princeton,
New Jersey
|
$7.56M
|
-$100K
|
-937
|
-1%
|
|
