|
651
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.43M
|
-$158K
|
-1,643
|
-10%
|
|
|
652
|
My Legacy Advisors
Bend,
Oregon
|
$1.42M
|
-$1.1M
|
-11,368
|
-44%
|
|
|
653
|
Americana Partners
Houston,
Texas
|
$1.41M
|
-$420K
|
-4,357
|
-23%
|
|
|
654
|
Detalus Advisors
St. Louis,
Missouri
|
$1.41M
|
-$69.9K
|
-725
|
-5%
|
|
|
655
|
KM Capital Management
Austin,
Texas
|
$1.41M
|
-$1.11M
|
-11,470
|
-44%
|
|
|
656
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.4M
|
-$134K
|
-1,386
|
-9%
|
|
|
657
|
Corebridge Financial
Houston,
Texas
|
$1.39M
|
–
|
–
|
–
|
|
|
658
|
Certus Wealth Management
Redwood City,
California
|
$1.39M
|
+$26.1K
|
+271
|
+2%
|
|
|
659
|
Ballew Advisors
Jackson,
Mississippi
|
$1.39M
|
+$34.5K
|
+358
|
+3%
|
|
|
660
|
High Note Wealth
Deephaven,
Minnesota
|
$1.37M
|
+$1.05M
|
+10,837
|
+344%
|
|
|
661
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.37M
|
+$292K
|
+3,032
|
+28%
|
|
|
662
|
Lane & Associates
Moorestown,
New Jersey
|
$1.37M
|
-$367K
|
-3,807
|
-21%
|
|
|
663
|
Client 1st Advisory Group
Dunedin,
Florida
|
$1.36M
|
+$247K
|
+2,561
|
+23%
|
|
|
664
|
The Family Firm
Bethesda,
Maryland
|
$1.33M
|
+$96.2K
|
+998
|
+8%
|
|
|
665
|
William Blair & Company
Chicago,
Illinois
|
$1.33M
|
+$184K
|
+1,903
|
+16%
|
|
|
666
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.29M
|
+$166K
|
+1,724
|
+15%
|
|
|
667
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$1.28M
|
-$137K
|
-1,420
|
-10%
|
|
|
668
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.27M
|
-$60.2K
|
-624
|
-5%
|
|
|
669
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.26M
|
+$798K
|
+8,275
|
+180%
|
|
|
670
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.24M
|
-$863K
|
-8,949
|
-42%
|
|
|
671
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.23M
|
-$259K
|
-2,690
|
-18%
|
|
|
672
|
|
$1.22M
|
+$1.2M
|
+12,478
|
New
|
|
|
673
|
Values First Advisors
Gray,
Tennessee
|
$1.21M
|
+$17.9K
|
+186
|
+2%
|
|
|
674
|
Dudley Capital Management
Middleburg,
Virginia
|
$1.21M
|
-$119K
|
-1,230
|
-9%
|
|
|
675
|
Titleist Asset Management
San Antonio,
Texas
|
$1.2M
|
-$48.2K
|
-500
|
-4%
|
|
