|
451
|
Sara-Bay Financial
Sarasota,
Florida
|
$925K
|
-$6.3K
|
-41
|
-0.8%
|
|
|
452
|
Abacus Wealth Partners
Santa Monica,
California
|
$925K
|
+$833K
|
+5,423
|
New
|
|
|
453
|
Citrine Capital
San Francisco,
California
|
$923K
|
–
|
–
|
–
|
|
|
454
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$922K
|
+$326K
|
+2,124
|
+65%
|
|
|
455
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$919K
|
-$213K
|
-1,387
|
-20%
|
|
|
456
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$913K
|
-$43K
|
-280
|
-5%
|
|
|
457
|
Ballentine Partners
Waltham,
Massachusetts
|
$892K
|
+$12.3K
|
+80
|
+2%
|
|
|
458
|
Cresset Asset Management
Chicago,
Illinois
|
$892K
|
+$119K
|
+774
|
+17%
|
|
|
459
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$881K
|
–
|
–
|
–
|
|
|
460
|
Holderness Investments Company
Greensboro,
North Carolina
|
$877K
|
-$23K
|
-150
|
-3%
|
|
|
461
|
Spirepoint Private Client
Vero Beach,
Florida
|
$873K
|
–
|
–
|
–
|
|
|
462
|
Ascent Group
Virginia Beach,
Virginia
|
$869K
|
-$14.6K
|
-95
|
-2%
|
|
|
463
|
Savvy Advisors Inc
New York
|
$866K
|
+$53.3K
|
+347
|
+7%
|
|
|
464
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$853K
|
–
|
–
|
–
|
|
|
465
|
Strategic Blueprint
Atlanta,
Georgia
|
$850K
|
-$5.53K
|
-36
|
-0.7%
|
|
|
466
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
$846K
|
+$123K
|
+800
|
+19%
|
|
|
467
|
AssetMark Inc
Concord,
California
|
$836K
|
+$37.9K
|
+247
|
+5%
|
|
|
468
|
Magnolia Capital Management
Cold Spring,
New York
|
$829K
|
+$105K
|
+685
|
+16%
|
|
|
469
|
Rockland Trust
Hanover,
Massachusetts
|
$818K
|
–
|
–
|
–
|
|
|
470
|
BlackDiamond Wealth Management
New York
|
$811K
|
–
|
–
|
–
|
|
|
471
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$810K
|
–
|
–
|
–
|
|
|
472
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$807K
|
-$33.5K
|
-218
|
-4%
|
|
|
473
|
Capital Developers
Greenville,
North Carolina
|
$804K
|
+$725K
|
+4,718
|
New
|
|
|
474
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$802K
|
+$245K
|
+1,593
|
+51%
|
|
|
475
|
Callan Family Office
Radnor,
Pennsylvania
|
$802K
|
+$99.2K
|
+646
|
+16%
|
|
