|
551
|
Solstein Capital
Menlo Park,
California
|
$2.29M
|
+$1.75M
|
+24,030
|
+335%
|
|
|
552
|
Trek Financial
Scottsdale,
Arizona
|
$2.27M
|
+$2.01M
|
+27,614
|
+844%
|
|
|
553
|
Charis Legacy Partners
Bryan,
Texas
|
$2.25M
|
-$132K
|
-1,816
|
-6%
|
|
|
554
|
Financially in Tune
Stoneham,
Massachusetts
|
$2.23M
|
+$2.2M
|
+30,262
|
New
|
|
|
555
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$2.21M
|
-$440K
|
-6,055
|
-17%
|
|
|
556
|
Shoker Investment Counsel
Oxford,
Ohio
|
$2.21M
|
-$171K
|
-2,347
|
-7%
|
|
|
557
|
Purpose Unlimited Inc
Toronto,
|
$2.18M
|
+$2.15M
|
+29,596
|
New
|
|
|
558
|
Harbour Investments
Madison,
Wisconsin
|
$2.14M
|
-$123K
|
-1,690
|
-5%
|
|
|
559
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.13M
|
-$176K
|
-2,427
|
-8%
|
|
|
560
|
Central Trust Company
Jefferson City,
Missouri
|
$2.12M
|
-$289K
|
-3,980
|
-12%
|
|
|
561
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$2.12M
|
-$343K
|
-4,712
|
-14%
|
|
|
562
|
Family CFO
Los Altos,
California
|
$2.12M
|
-$5.02K
|
-69
|
-0.2%
|
|
|
563
|
Boston Family Office
Boston,
Massachusetts
|
$2.11M
|
-$24.4K
|
-335
|
-1%
|
|
|
564
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$2.11M
|
+$34.9K
|
+480
|
+2%
|
|
|
565
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.1M
|
-$135K
|
-1,853
|
-6%
|
|
|
566
|
Synergy Asset Management
Vancouver,
Washington
|
$2.1M
|
-$5.38M
|
-73,987
|
-72%
|
|
|
567
|
Manchester Capital Management
Manchester,
Vermont
|
$2.09M
|
+$2.47K
|
+34
|
+0.1%
|
|
|
568
|
Allen Investment Management
New York
|
$2.08M
|
–
|
–
|
–
|
|
|
569
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.07M
|
-$70.9K
|
-975
|
-3%
|
|
|
570
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.07M
|
-$435K
|
-5,981
|
-18%
|
|
|
571
|
Russell Investments Group
London,
United Kingdom
|
$2.07M
|
-$1.35M
|
-18,552
|
-40%
|
|
|
572
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.07M
|
-$9.45K
|
-130
|
-0.5%
|
|
|
573
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$2.05M
|
+$654K
|
+8,993
|
+48%
|
|
|
574
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.04M
|
-$3.42K
|
-47
|
-0.2%
|
|
|
575
|
Operose Advisors
Milwaukee,
Wisconsin
|
$2.04M
|
+$29K
|
+399
|
+1%
|
|
