|
701
|
Trust Company of the South
Greensboro,
North Carolina
|
$7.09M
|
+$348
|
+7
|
+0%
|
|
|
702
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$7.09M
|
-$22.2M
|
-445,908
|
-76%
|
|
|
703
|
Regis Acquisition
Denver,
Colorado
|
$7.08M
|
+$192K
|
+3,855
|
+3%
|
|
|
704
|
Aspiriant LLC
Los Angeles,
California
|
$7.02M
|
-$73.4K
|
-1,475
|
-1%
|
|
|
705
|
PAX Financial Group
San Antonio,
Texas
|
$7M
|
+$896K
|
+18,003
|
+15%
|
|
|
706
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.99M
|
-$938K
|
-18,856
|
-12%
|
|
|
707
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.98M
|
-$108K
|
-2,179
|
-2%
|
|
|
708
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$6.96M
|
-$40.6K
|
-816
|
-0.6%
|
|
|
709
|
Matthew Hamilton Rosenberg
|
$6.93M
|
-$1.09M
|
-21,884
|
-14%
|
|
|
710
|
MJP Associates
Farmington,
Connecticut
|
$6.88M
|
+$190K
|
+3,815
|
+3%
|
|
|
711
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.86M
|
+$5.54M
|
+111,405
|
+405%
|
|
|
712
|
CVA Family Office
Denver,
Colorado
|
$6.81M
|
-$6.48M
|
-130,204
|
-49%
|
|
|
713
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.77M
|
+$864K
|
+17,355
|
+15%
|
|
|
714
|
Fonville Wealth Management
Richmond,
Virginia
|
$6.74M
|
+$313K
|
+6,283
|
+5%
|
|
|
715
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$6.74M
|
-$193K
|
-3,888
|
-3%
|
|
|
716
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.73M
|
+$547
|
+11
|
+0%
|
|
|
717
|
Zhang Financial
Portage,
Michigan
|
$6.67M
|
+$1.41M
|
+28,265
|
+26%
|
|
|
718
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$6.66M
|
+$6.97K
|
+140
|
+0.1%
|
|
|
719
|
Campion Asset Management
Falls Church,
Virginia
|
$6.65M
|
-$165K
|
-3,318
|
-2%
|
|
|
720
|
Grimes & Company
Westborough,
Massachusetts
|
$6.63M
|
+$392K
|
+7,877
|
+6%
|
|
|
721
|
Elmwood Wealth Management
Berkeley,
California
|
$6.63M
|
+$579K
|
+11,635
|
+10%
|
|
|
722
|
ETF Store
Overland Park,
Kansas
|
$6.62M
|
-$5.55M
|
-111,605
|
-45%
|
|
|
723
|
Cerity Partners OCIO
New York
|
$6.62M
|
+$6.66M
|
+133,940
|
New
|
|
|
724
|
Manchester Capital Management
Manchester,
Vermont
|
$6.49M
|
-$2.03M
|
-40,894
|
-24%
|
|
|
725
|
Opes Wealth Management
Menlo Park,
California
|
$6.48M
|
+$53.2K
|
+1,070
|
+0.8%
|
|
