|
1376
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.29M
|
-$84.5K
|
-1,683
|
-6%
|
|
|
1377
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$1.28M
|
-$101K
|
-2,021
|
-7%
|
|
|
1378
|
Belpointe Asset Management
Reno,
Nevada
|
$1.28M
|
+$35.4K
|
+704
|
+3%
|
|
|
1379
|
Merriman Wealth Management
Seattle,
Washington
|
$1.28M
|
+$181K
|
+3,608
|
+16%
|
|
|
1380
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.28M
|
+$18.7K
|
+373
|
+1%
|
|
|
1381
|
Diversify Wealth Management
Sandy,
Utah
|
$1.27M
|
+$854K
|
+17,011
|
+174%
|
|
|
1382
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.27M
|
+$12K
|
+238
|
+0.9%
|
|
|
1383
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$1.27M
|
-$122K
|
-2,423
|
-8%
|
|
|
1384
|
Chapin Davis
Baltimore,
Maryland
|
$1.27M
|
–
|
–
|
–
|
|
|
1385
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$1.27M
|
+$1.33M
|
+26,479
|
New
|
|
|
1386
|
Fermata Advisors
Sonoma,
California
|
$1.25M
|
+$600K
|
+11,947
|
+84%
|
|
|
1387
|
Sterling Investment Management
Tucson,
Arizona
|
$1.25M
|
+$429K
|
+8,552
|
+49%
|
|
|
1388
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.25M
|
-$82.9K
|
-1,651
|
-6%
|
|
|
1389
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.25M
|
-$194K
|
-3,860
|
-13%
|
|
|
1390
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$1.24M
|
+$1.3M
|
+25,983
|
New
|
|
|
1391
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.24M
|
+$2.91K
|
+58
|
+0.2%
|
|
|
1392
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$1.24M
|
+$185K
|
+3,685
|
+17%
|
|
|
1393
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.24M
|
-$1.1M
|
-21,893
|
-46%
|
|
|
1394
|
Sachetta
Lynnfield,
Massachusetts
|
$1.23M
|
+$50.4K
|
+1,004
|
+4%
|
|
|
1395
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.23M
|
–
|
–
|
–
|
|
|
1396
|
Zacks Investment Management
Chicago,
Illinois
|
$1.23M
|
+$36.8K
|
+732
|
+3%
|
|
|
1397
|
Peak Retirement Planning
Columbus,
Ohio
|
$1.23M
|
+$1.29M
|
+25,646
|
New
|
|
|
1398
|
Lion Street Advisors
Austin,
Texas
|
$1.22M
|
+$24.1K
|
+480
|
+2%
|
|
|
1399
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.22M
|
-$147K
|
-2,927
|
-10%
|
|
|
1400
|
State Street
Boston,
Massachusetts
|
$1.22M
|
-$3.99M
|
-79,510
|
-76%
|
|
