|
301
|
Cabot Wealth Management
Salem,
Massachusetts
|
$494K
|
–
|
–
|
–
|
|
|
302
|
Belpointe Asset Management
Reno,
Nevada
|
$493K
|
+$488K
|
+15,872
|
New
|
|
|
303
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$492K
|
+$12.8K
|
+418
|
+3%
|
|
|
304
|
Catalyst Private Wealth
San Mateo,
California
|
$473K
|
+$43.5K
|
+1,416
|
+10%
|
|
|
305
|
CVA Family Office
Denver,
Colorado
|
$471K
|
+$345K
|
+11,242
|
+287%
|
|
|
306
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$470K
|
+$67K
|
+2,180
|
+17%
|
|
|
307
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$468K
|
+$423K
|
+13,784
|
+1,067%
|
|
|
308
|
Choreo LLC
Rockford,
Illinois
|
$458K
|
+$123K
|
+4,004
|
+37%
|
|
|
309
|
Freedom Investment Management
Hartford,
Connecticut
|
$431K
|
-$62.4K
|
-2,030
|
-13%
|
|
|
310
|
Cannell & Spears
New York
|
$431K
|
-$61
|
-2
|
-0%
|
|
|
311
|
SignalPoint Asset Management
Springfield,
Missouri
|
$430K
|
-$28K
|
-910
|
-6%
|
|
|
312
|
|
$426K
|
+$32.8K
|
+1,068
|
+8%
|
|
|
313
|
Global Retirement Partners
San Rafael,
California
|
$417K
|
+$76.1K
|
+2,478
|
+23%
|
|
|
314
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$413K
|
+$74.5K
|
+2,426
|
+22%
|
|
|
315
|
Hardy Reed
Tupelo,
Mississippi
|
$407K
|
–
|
–
|
–
|
|
|
316
|
Addison Capital
Conshohocken,
Pennsylvania
|
$407K
|
+$50.5K
|
+1,644
|
+14%
|
|
|
317
|
Laidlaw Wealth Management
New York City,
New York
|
$407K
|
+$202K
|
+6,578
|
+101%
|
|
|
318
|
American Portfolios Advisors
Holbrook,
New York
|
$403K
|
-$28.3K
|
-922
|
-7%
|
|
|
319
|
Matthew Hamilton Rosenberg
|
$397K
|
–
|
–
|
–
|
|
|
320
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$393K
|
+$10.1K
|
+330
|
+3%
|
|
|
321
|
Aprio Wealth Management
Atlanta,
Georgia
|
$391K
|
-$293K
|
-9,530
|
-43%
|
|
|
322
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$391K
|
+$97.9K
|
+3,188
|
+34%
|
|
|
323
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$390K
|
+$3.63K
|
+118
|
+0.9%
|
|
|
324
|
Parcion Private Wealth
Bellevue,
Washington
|
$387K
|
-$1.35K
|
-44
|
-0.4%
|
|
|
325
|
NWAM LLC
Mercer Island,
Washington
|
$385K
|
+$381K
|
+12,392
|
New
|
|
