|
651
|
Montis Financial
Waltham,
Massachusetts
|
$1.49M
|
–
|
–
|
–
|
|
|
652
|
Bailard
Foster City,
California
|
$1.48M
|
+$27.8K
|
+460
|
+2%
|
|
|
653
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$1.48M
|
-$16.4K
|
-272
|
-1%
|
|
|
654
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.47M
|
-$1.21K
|
-20
|
-0.1%
|
|
|
655
|
Destiny Wealth Partners
Tavares,
Florida
|
$1.47M
|
-$8.46K
|
-140
|
-0.6%
|
|
|
656
|
Portland Global Advisors
Portland,
Maine
|
$1.47M
|
–
|
–
|
–
|
|
|
657
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.45M
|
+$2.66K
|
+44
|
+0.2%
|
|
|
658
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.44M
|
-$10.9K
|
-180
|
-0.7%
|
|
|
659
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$1.43M
|
+$243K
|
+4,024
|
+20%
|
|
|
660
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.43M
|
-$38.4K
|
-636
|
-3%
|
|
|
661
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.43M
|
+$3.63K
|
+60
|
+0.2%
|
|
|
662
|
Principal Financial Group
Des Moines,
Iowa
|
$1.41M
|
-$797K
|
-13,188
|
-36%
|
|
|
663
|
Community Financial Services Group
Newport,
Vermont
|
$1.41M
|
-$35.8K
|
-592
|
-2%
|
|
|
664
|
Towerpoint Wealth
Sacramento,
California
|
$1.4M
|
+$1.43M
|
+23,644
|
New
|
|
|
665
|
L & S Advisors
Los Angeles,
California
|
$1.4M
|
+$1.21K
|
+20
|
+0.1%
|
|
|
666
|
Minot Wealth Management
Westwood,
Massachusetts
|
$1.39M
|
–
|
–
|
–
|
|
|
667
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.39M
|
-$1.93K
|
-32
|
-0.1%
|
|
|
668
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.38M
|
–
|
–
|
–
|
|
|
669
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.38M
|
+$203K
|
+3,360
|
+17%
|
|
|
670
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.37M
|
-$8.46K
|
-140
|
-0.6%
|
|
|
671
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.35M
|
+$333K
|
+5,504
|
+35%
|
|
|
672
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.34M
|
+$84.6K
|
+1,400
|
+7%
|
|
|
673
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.34M
|
+$4.35K
|
+72
|
+0.3%
|
|
|
674
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.34M
|
+$262K
|
+4,340
|
+24%
|
|
|
675
|
Stockman Wealth Management
Billings,
Montana
|
$1.33M
|
–
|
–
|
–
|
|
