|
701
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$1.74M
|
–
|
–
|
–
|
|
|
702
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.74M
|
+$120K
|
+1,908
|
+8%
|
|
|
703
|
Neuberger Berman Group
New York
|
$1.73M
|
-$45.9K
|
-732
|
-3%
|
|
|
704
|
Essex Savings Bank
Essex,
Connecticut
|
$1.71M
|
-$70K
|
-1,116
|
-4%
|
|
|
705
|
TAP Consulting
Kirkwood,
Missouri
|
$1.71M
|
-$20.1K
|
-320
|
-1%
|
|
|
706
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.71M
|
+$100K
|
+1,600
|
+6%
|
|
|
707
|
Chemistry Wealth Management
New York
|
$1.71M
|
+$1.68M
|
+26,808
|
New
|
|
|
708
|
Next Level Private
Harrison,
New York
|
$1.71M
|
+$1.68M
|
+26,808
|
New
|
|
|
709
|
HNP Capital
Rochester,
New York
|
$1.71M
|
-$12.8K
|
-204
|
-0.8%
|
|
|
710
|
Keystone Wealth Services
Palm Desert,
California
|
$1.7M
|
+$1.67M
|
+26,656
|
New
|
|
|
711
|
Minot Wealth Management
Westwood,
Massachusetts
|
$1.7M
|
+$197K
|
+3,140
|
+13%
|
|
|
712
|
Webster Bank
Waterbury,
Connecticut
|
$1.69M
|
-$5.52K
|
-88
|
-0.3%
|
|
|
713
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.69M
|
+$98.3K
|
+1,568
|
+6%
|
|
|
714
|
High Note Wealth
Deephaven,
Minnesota
|
$1.68M
|
-$94.3K
|
-1,504
|
-5%
|
|
|
715
|
Community Financial Services Group
Newport,
Vermont
|
$1.68M
|
+$157K
|
+2,508
|
+11%
|
|
|
716
|
Laurel Wealth Planning
Edina,
Minnesota
|
$1.68M
|
+$1.05M
|
+16,776
|
+176%
|
|
|
717
|
Collective Family Office
York,
Pennsylvania
|
$1.66M
|
–
|
–
|
–
|
|
|
718
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$1.65M
|
+$30.1K
|
+480
|
+2%
|
|
|
719
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.65M
|
+$394K
|
+6,284
|
+32%
|
|
|
720
|
Chatham Capital Group
Savannah,
Georgia
|
$1.64M
|
–
|
–
|
–
|
|
|
721
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.63M
|
+$205K
|
+3,272
|
+15%
|
|
|
722
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.61M
|
+$1.59M
|
+25,356
|
New
|
|
|
723
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.6M
|
-$2.51K
|
-40
|
-0.2%
|
|
|
724
|
Montis Financial
Waltham,
Massachusetts
|
$1.6M
|
–
|
–
|
–
|
|
|
725
|
Bailard
Foster City,
California
|
$1.6M
|
–
|
–
|
–
|
|
