|
1451
|
Successful Portfolios
Clearwater,
Florida
|
$8.4M
|
-$1.14M
|
-1,772
|
-12%
|
|
|
1452
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$8.4M
|
-$181K
|
-282
|
-2%
|
|
|
1453
|
Boston Partners
Boston,
Massachusetts
|
$8.38M
|
+$8.44M
|
+13,160
|
New
|
|
|
1454
|
Covenant Asset Management
Chester,
New Jersey
|
$8.34M
|
+$199K
|
+310
|
+3%
|
|
|
1455
|
Endeavor Private Wealth
Topeka,
Kansas
|
$8.34M
|
+$7.78M
|
+12,143
|
+3,291%
|
|
|
1456
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$8.33M
|
+$59K
|
+92
|
+0.7%
|
|
|
1457
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$8.33M
|
-$146K
|
-228
|
-2%
|
|
|
1458
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$8.32M
|
-$32.1K
|
-50
|
-0.4%
|
|
|
1459
|
Lockerman Financial Group
Newport Beach,
California
|
$8.32M
|
+$1.25M
|
+1,957
|
+19%
|
|
|
1460
|
Collective Family Office
York,
Pennsylvania
|
$8.32M
|
-$417K
|
-651
|
-5%
|
|
|
1461
|
Colorado Capital Management
Boulder,
Colorado
|
$8.29M
|
-$993K
|
-1,549
|
-11%
|
|
|
1462
|
Kanawha Capital Management
Richmond,
Virginia
|
$8.26M
|
-$19.2K
|
-30
|
-0.2%
|
|
|
1463
|
Lazard Asset Management
New York
|
$8.25M
|
-$4.36M
|
-6,803
|
-35%
|
|
|
1464
|
Verus Capital Partners
Scottsdale,
Arizona
|
$8.25M
|
+$762K
|
+1,188
|
+11%
|
|
|
1465
|
Levin Capital Strategies
New York
|
$8.19M
|
+$1.03M
|
+1,603
|
+15%
|
|
|
1466
|
Sage Capital Management
Stockton,
New Jersey
|
$8.19M
|
+$42.3K
|
+66
|
+0.5%
|
|
|
1467
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.19M
|
+$378K
|
+589
|
+5%
|
|
|
1468
|
|
$8.18M
|
-$279K
|
-435
|
-3%
|
|
|
1469
|
RFG Advisory
Birmingham,
Alabama
|
$8.18M
|
+$468K
|
+730
|
+6%
|
|
|
1470
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$8.15M
|
-$494K
|
-770
|
-6%
|
|
|
1471
|
Michels Family Financial
Fort Worth,
Texas
|
$8.14M
|
+$412K
|
+642
|
+6%
|
|
|
1472
|
Cliffwater
Marina Del Rey,
California
|
$8.13M
|
–
|
–
|
–
|
|
|
1473
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$8.12M
|
+$278K
|
+434
|
+4%
|
|
|
1474
|
Vienna Asset Management
Saratoga,
California
|
$8.12M
|
-$3.68M
|
-5,744
|
-32%
|
|
|
1475
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$8.09M
|
+$226K
|
+353
|
+3%
|
|
