|
801
|
Private Ocean
San Rafael,
California
|
$1.4M
|
+$812K
|
+15,488
|
+157%
|
|
|
802
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.39M
|
-$4.19K
|
-80
|
-0.3%
|
|
|
803
|
Chatham Capital Group
Savannah,
Georgia
|
$1.38M
|
–
|
–
|
–
|
|
|
804
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.38M
|
+$1.32M
|
+25,084
|
New
|
|
|
805
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.37M
|
–
|
–
|
–
|
|
|
806
|
Montis Financial
Waltham,
Massachusetts
|
$1.36M
|
-$1.89K
|
-36
|
-0.1%
|
|
|
807
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.36M
|
–
|
–
|
–
|
|
|
808
|
Neuberger Berman Group
New York
|
$1.36M
|
-$113K
|
-2,164
|
-8%
|
|
|
809
|
Boston Family Office
Boston,
Massachusetts
|
$1.36M
|
-$26.2K
|
-500
|
-2%
|
|
|
810
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.35M
|
+$1.26K
|
+24
|
+0.1%
|
|
|
811
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.35M
|
-$35.2K
|
-672
|
-3%
|
|
|
812
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$1.34M
|
-$32.5K
|
-620
|
-2%
|
|
|
813
|
BOS Asset Management
Springfield,
Illinois
|
$1.33M
|
+$5.03K
|
+96
|
+0.4%
|
|
|
814
|
Romano Brothers & Co
Evanston,
Illinois
|
$1.33M
|
+$13.6K
|
+260
|
+1%
|
|
|
815
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$1.32M
|
+$243K
|
+4,636
|
+24%
|
|
|
816
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$1.31M
|
-$27.9K
|
-532
|
-2%
|
|
|
817
|
Callan Capital
La Jolla,
California
|
$1.31M
|
-$70.9K
|
-1,352
|
-5%
|
|
|
818
|
Aspiriant LLC
Los Angeles,
California
|
$1.3M
|
-$8.18K
|
-156
|
-0.7%
|
|
|
819
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.3M
|
+$64.8K
|
+1,236
|
+6%
|
|
|
820
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.29M
|
–
|
–
|
–
|
|
|
821
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.29M
|
+$3.15K
|
+60
|
+0.3%
|
|
|
822
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.28M
|
-$142K
|
-2,708
|
-10%
|
|
|
823
|
Refined Wealth Management
Salt Lake City,
Utah
|
$1.28M
|
+$176K
|
+3,364
|
+17%
|
|
|
824
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.26M
|
+$278K
|
+5,296
|
+30%
|
|
|
825
|
Alpha Cubed Investments
Irvine,
California
|
$1.26M
|
-$389K
|
-7,416
|
-24%
|
|
