|
501
|
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
|
$3.35M
|
+$3.35M
|
+31,313
|
New
|
|
|
502
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.32M
|
+$35K
|
+327
|
+1%
|
|
|
503
|
|
$3.31M
|
+$559K
|
+5,223
|
+20%
|
|
|
504
|
Smart Money Group
Eastland,
Texas
|
$3.3M
|
+$425K
|
+3,965
|
+15%
|
|
|
505
|
Investment Research Partners
Lemont,
Pennsylvania
|
$3.27M
|
+$311K
|
+2,902
|
+11%
|
|
|
506
|
Wayfinding Financial
Lynnwood,
Washington
|
$3.27M
|
+$184K
|
+1,714
|
+6%
|
|
|
507
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.26M
|
+$978K
|
+9,137
|
+43%
|
|
|
508
|
Lazard Asset Management
New York
|
$3.26M
|
+$19.3K
|
+180
|
+0.6%
|
|
|
509
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.25M
|
+$2.39M
|
+22,356
|
+281%
|
|
|
510
|
Brooklyn Investment Group
Brooklyn,
New York
|
$3.21M
|
+$3.21M
|
+30,004
|
New
|
|
|
511
|
Clifford Group
Wayland,
Massachusetts
|
$3.21M
|
-$1.71K
|
-16
|
-0.1%
|
|
|
512
|
Confluence Investment Management
St. Louis,
Missouri
|
$3.21M
|
+$757K
|
+7,072
|
+31%
|
|
|
513
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$3.21M
|
+$3.2M
|
+29,927
|
New
|
|
|
514
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$3.2M
|
+$11.2K
|
+105
|
+0.4%
|
|
|
515
|
Joseph Group Capital Management
Columbus,
Ohio
|
$3.18M
|
-$158K
|
-1,476
|
-5%
|
|
|
516
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.17M
|
+$3.17M
|
+29,598
|
New
|
|
|
517
|
Snowden Capital Advisors
New York
|
$3.17M
|
+$536K
|
+5,010
|
+20%
|
|
|
518
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.16M
|
+$74K
|
+691
|
+2%
|
|
|
519
|
McNaughton Wealth Management
San Diego,
California
|
$3.14M
|
-$32.7K
|
-305
|
-1%
|
|
|
520
|
FourThought Financial Partners
Venice,
Florida
|
$3.11M
|
+$18.7K
|
+175
|
+0.6%
|
|
|
521
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.11M
|
+$292K
|
+2,724
|
+10%
|
|
|
522
|
GFS Advisors
Houston,
Texas
|
$3.11M
|
-$1.28M
|
-12,000
|
-29%
|
|
|
523
|
Avant Financial Advisors
Austin,
Texas
|
$3.11M
|
+$242K
|
+2,264
|
+8%
|
|
|
524
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.11M
|
+$208K
|
+1,939
|
+7%
|
|
|
525
|
Cannon Financial Strategists
Athens,
Georgia
|
$3.09M
|
+$110K
|
+1,024
|
+4%
|
|
