|
301
|
American Investment Services
Great Barrington,
Massachusetts
|
$6.32M
|
+$635K
|
+8,011
|
+13%
|
|
|
302
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$6.31M
|
+$423K
|
+5,340
|
+8%
|
|
|
303
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$6.3M
|
-$361K
|
-4,556
|
-6%
|
|
|
304
|
Latigo Investments
Fort Lauderdale,
Florida
|
$6.27M
|
+$9.51K
|
+120
|
+0.2%
|
|
|
305
|
PACK Private Wealth
Wayzata,
Minnesota
|
$6.25M
|
-$147K
|
-1,849
|
-3%
|
|
|
306
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$6.23M
|
-$8.01K
|
-101
|
-0.1%
|
|
|
307
|
Cliffwater
Marina Del Rey,
California
|
$6.18M
|
–
|
–
|
–
|
|
|
308
|
Fidelity Investments
Boston,
Massachusetts
|
$6.12M
|
-$3.44M
|
-43,356
|
-38%
|
|
|
309
|
Coldstream Capital Management
Bellevue,
Washington
|
$6.11M
|
-$524K
|
-6,611
|
-9%
|
|
|
310
|
Polianta Ltd
St Helier,
Jersey
|
$6.1M
|
+$5.47M
|
+69,000
|
New
|
|
|
311
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$6.08M
|
+$2.26M
|
+28,517
|
+71%
|
|
|
312
|
Willow Creek Wealth Management
Sebastopol,
California
|
$6.08M
|
-$27.3K
|
-344
|
-0.5%
|
|
|
313
|
Zhang Financial
Portage,
Michigan
|
$6.05M
|
-$168K
|
-2,122
|
-3%
|
|
|
314
|
Campion Asset Management
Falls Church,
Virginia
|
$6.05M
|
+$374K
|
+4,718
|
+7%
|
|
|
315
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$6.05M
|
–
|
–
|
–
|
|
|
316
|
Allie Family Office
Miami,
Florida
|
$5.95M
|
-$178K
|
-2,252
|
-3%
|
|
|
317
|
WhitTier Trust Company
Reno,
Nevada
|
$5.93M
|
-$1.27M
|
-16,039
|
-19%
|
|
|
318
|
Rye Brook Capital
Greenwich,
Connecticut
|
$5.92M
|
–
|
–
|
–
|
|
|
319
|
Quotient Wealth Partners
Dallas,
Texas
|
$5.9M
|
+$5.29M
|
+66,797
|
New
|
|
|
320
|
Silver Coast Investments
San Diego,
United States
|
$5.89M
|
+$5.28M
|
+66,651
|
New
|
|
|
321
|
Regis Management Company
Menlo Park,
California
|
$5.87M
|
-$83.9K
|
-1,059
|
-2%
|
|
|
322
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.86M
|
-$3.93M
|
-49,650
|
-43%
|
|
|
323
|
Bayshore Asset Management
Coral Gables,
Florida
|
$5.85M
|
-$1.01M
|
-12,772
|
-16%
|
|
|
324
|
Manchester Capital Management
Manchester,
Vermont
|
$5.84M
|
+$802K
|
+10,116
|
+18%
|
|
|
325
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.8M
|
-$110K
|
-1,394
|
-2%
|
|
