|
651
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$30.1M
|
-$330K
|
-531
|
-1%
|
|
|
652
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$30M
|
+$14.1M
|
+22,658
|
+90%
|
|
|
653
|
Westerkirk Capital
Victoria,
|
$30M
|
-$15.6M
|
-25,105
|
-34%
|
|
|
654
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$29.8M
|
-$534K
|
-859
|
-2%
|
|
|
655
|
WhitTier Trust Company
Reno,
Nevada
|
$29.7M
|
+$1.93M
|
+3,112
|
+7%
|
|
|
656
|
Arax Advisory Partners
Denver,
Colorado
|
$29.6M
|
-$1.29B
|
-2,074,285
|
-98%
|
|
|
657
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$29.6M
|
+$29.3M
|
+47,184
|
New
|
|
|
658
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$29.5M
|
-$2.24M
|
-3,603
|
-7%
|
|
|
659
|
|
$29.5M
|
+$29.2M
|
+47,061
|
New
|
|
|
660
|
Fiducient Advisors
Chicago,
Illinois
|
$29.4M
|
-$39.8M
|
-64,111
|
-58%
|
|
|
661
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$29.2M
|
+$3.41M
|
+5,495
|
+13%
|
|
|
662
|
Romano Brothers & Co
Evanston,
Illinois
|
$29.2M
|
+$497K
|
+800
|
+2%
|
|
|
663
|
Oakworth Capital
Birmingham,
Alabama
|
$29.2M
|
+$413K
|
+664
|
+1%
|
|
|
664
|
High Net Worth Advisory Group
Naples,
Florida
|
$29M
|
+$978K
|
+1,574
|
+4%
|
|
|
665
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$29M
|
–
|
–
|
–
|
|
|
666
|
ADE LLC
Baltimore,
Maryland
|
$28.9M
|
+$697K
|
+1,121
|
+2%
|
|
|
667
|
LTS Liquid Investments
Nassau,
|
$28.9M
|
+$28.7M
|
+46,105
|
New
|
|
|
668
|
EnRich Financial Partners
Madison,
Wisconsin
|
$28.7M
|
+$495K
|
+797
|
+2%
|
|
|
669
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$28.4M
|
+$9.26M
|
+14,895
|
+50%
|
|
|
670
|
PFG Advisors
Phoenix,
Arizona
|
$28.4M
|
-$261K
|
-420
|
-0.9%
|
|
|
671
|
Canerector Inc
Toronto,
Ontario, Canada
|
$28.3M
|
–
|
–
|
–
|
|
|
672
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$28.3M
|
+$1.6M
|
+2,580
|
+6%
|
|
|
673
|
Conquis Financial
Milbrae,
California
|
$28.2M
|
-$4.48M
|
-7,203
|
-14%
|
|
|
674
|
Choate Investment Advisors
Boston,
Massachusetts
|
$28.2M
|
-$36.6M
|
-58,949
|
-57%
|
|
|
675
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$28.2M
|
+$8.7K
|
+14
|
+0%
|
|
