|
851
|
Camelot Portfolios
Maumee,
Ohio
|
$1.66M
|
-$460K
|
-7,780
|
-23%
|
|
|
852
|
ViaWealth
Leawood,
Kansas
|
$1.65M
|
-$24.6K
|
-416
|
-2%
|
|
|
853
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.65M
|
+$543K
|
+9,184
|
+53%
|
|
|
854
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.64M
|
–
|
–
|
–
|
|
|
855
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.64M
|
-$820K
|
-13,880
|
-35%
|
|
|
856
|
Mission Wealth Management
Santa Barbara,
California
|
$1.63M
|
+$875K
|
+14,812
|
+131%
|
|
|
857
|
Chatham Capital Group
Savannah,
Georgia
|
$1.63M
|
+$47.3K
|
+800
|
+3%
|
|
|
858
|
Sandy Spring Bank
Olney,
Maryland
|
$1.62M
|
-$56K
|
-948
|
-4%
|
|
|
859
|
RMR Capital Management
Tustin,
California
|
$1.62M
|
+$723K
|
+12,240
|
+89%
|
|
|
860
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.62M
|
-$98.1K
|
-1,660
|
-6%
|
|
|
861
|
NBC Securities
Birmingham,
Alabama
|
$1.61M
|
+$23.2K
|
+392
|
+2%
|
|
|
862
|
Stablepoint Partners
Braintree,
Massachusetts
|
$1.61M
|
+$386K
|
+6,524
|
+34%
|
|
|
863
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.58M
|
+$40K
|
+676
|
+3%
|
|
|
864
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$1.57M
|
-$4.39M
|
-74,292
|
-75%
|
|
|
865
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.56M
|
+$26K
|
+440
|
+2%
|
|
|
866
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.55M
|
+$12.3K
|
+208
|
+0.8%
|
|
|
867
|
FF Advisors
Manhattan Beach,
California
|
$1.55M
|
+$195K
|
+3,300
|
+15%
|
|
|
868
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$1.55M
|
+$12.3K
|
+208
|
+0.8%
|
|
|
869
|
Segment Wealth Management
Houston,
Texas
|
$1.55M
|
+$253K
|
+4,280
|
+21%
|
|
|
870
|
Montis Financial
Waltham,
Massachusetts
|
$1.55M
|
+$236
|
+4
|
+0%
|
|
|
871
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.54M
|
-$3.55K
|
-60
|
-0.2%
|
|
|
872
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.54M
|
+$920K
|
+15,572
|
+173%
|
|
|
873
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.53M
|
-$45.1K
|
-764
|
-3%
|
|
|
874
|
Boston Family Office
Boston,
Massachusetts
|
$1.53M
|
–
|
–
|
–
|
|
|
875
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.52M
|
+$409K
|
+6,920
|
+40%
|
|
