|
401
|
Boston Family Office
Boston,
Massachusetts
|
$2.4M
|
-$57.9K
|
-1,025
|
-2%
|
|
|
402
|
Falcon Wealth Planning
Ontario,
California
|
$2.39M
|
-$317K
|
-5,607
|
-12%
|
|
|
403
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$2.38M
|
+$15K
|
+265
|
+0.7%
|
|
|
404
|
Spire Wealth Management
Mclean,
Virginia
|
$2.38M
|
+$63K
|
+1,115
|
+3%
|
|
|
405
|
Carret Asset Management
New York
|
$2.38M
|
+$678
|
+12
|
+0%
|
|
|
406
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$2.37M
|
-$1.47K
|
-26
|
-0.1%
|
|
|
407
|
Journey Advisory Group
Covington,
Kentucky
|
$2.35M
|
-$63.2K
|
-1,119
|
-3%
|
|
|
408
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.34M
|
+$271K
|
+4,798
|
+14%
|
|
|
409
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$2.34M
|
-$623K
|
-11,019
|
-22%
|
|
|
410
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$2.34M
|
+$120K
|
+2,125
|
+6%
|
|
|
411
|
|
$2.33M
|
+$14.5K
|
+256
|
+0.6%
|
|
|
412
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2.32M
|
-$21.4K
|
-379
|
-0.9%
|
|
|
413
|
Leavell Investment Management
Mobile,
Alabama
|
$2.27M
|
-$78.4K
|
-1,388
|
-3%
|
|
|
414
|
Belpointe Asset Management
Reno,
Nevada
|
$2.26M
|
-$299K
|
-5,282
|
-12%
|
|
|
415
|
Oppenheimer & Co
New York
|
$2.24M
|
+$59.6K
|
+1,055
|
+3%
|
|
|
416
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.24M
|
+$12.8K
|
+226
|
+0.6%
|
|
|
417
|
Summit Financial Group
Moorefield,
West Virginia
|
$2.24M
|
-$39.5K
|
-699
|
-2%
|
|
|
418
|
Trust Point Inc
La Crosse,
Wisconsin
|
$2.24M
|
-$150K
|
-2,658
|
-7%
|
|
|
419
|
Mutual Advisors
Omaha,
Nebraska
|
$2.22M
|
-$71.1K
|
-1,258
|
-3%
|
|
|
420
|
Americana Partners
Houston,
Texas
|
$2.21M
|
–
|
–
|
–
|
|
|
421
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.18M
|
-$122K
|
-2,155
|
-5%
|
|
|
422
|
Gibson Wealth Advisors
Tyler,
Texas
|
$2.16M
|
+$2.08M
|
+36,864
|
New
|
|
|
423
|
SVB Wealth
Boston,
Massachusetts
|
$2.16M
|
+$141K
|
+2,497
|
+7%
|
|
|
424
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.15M
|
-$24.3K
|
-430
|
-1%
|
|
|
425
|
MYeCFO
La Jolla,
California
|
$2.15M
|
-$103K
|
-1,818
|
-5%
|
|
