|
526
|
Claro Advisors
Boston,
Massachusetts
|
$1.18M
|
-$497K
|
-1,834
|
-28%
|
|
|
527
|
BOK Financial
Tulsa,
Oklahoma
|
$1.18M
|
+$72.6K
|
+268
|
+6%
|
|
|
528
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.18M
|
+$271
|
+1
|
+0%
|
|
|
529
|
CWA Asset Management Group
Naples,
Florida
|
$1.18M
|
+$8.94K
|
+33
|
+0.7%
|
|
|
530
|
|
$1.17M
|
-$215K
|
-792
|
-15%
|
|
|
531
|
|
$1.16M
|
–
|
–
|
–
|
|
|
532
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.16M
|
+$69.6K
|
+257
|
+6%
|
|
|
533
|
William Blair & Company
Chicago,
Illinois
|
$1.16M
|
+$10.8K
|
+40
|
+0.9%
|
|
|
534
|
WealthCollab
Bellevue,
Washington
|
$1.16M
|
–
|
–
|
–
|
|
|
535
|
Next Capital Management
New York
|
$1.15M
|
+$4.88K
|
+18
|
+0.4%
|
|
|
536
|
Ted Buchan & Co
San Diego,
California
|
$1.15M
|
-$10.8K
|
-40
|
-0.9%
|
|
|
537
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.14M
|
–
|
–
|
–
|
|
|
538
|
MontVue Capital Management
Lynchburg,
Virginia
|
$1.13M
|
–
|
–
|
–
|
|
|
539
|
BWM Planning
The Woodlands,
Texas
|
$1.13M
|
-$155K
|
-573
|
-12%
|
|
|
540
|
Athena Investment Management
Orinda,
California
|
$1.12M
|
+$108K
|
+400
|
+10%
|
|
|
541
|
Perigon Wealth Management
San Francisco,
California
|
$1.12M
|
+$209K
|
+770
|
+21%
|
|
|
542
|
Silver Oak Advisory Group
Portland,
Oregon
|
$1.1M
|
–
|
–
|
–
|
|
|
543
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$1.09M
|
-$17.1K
|
-63
|
-1%
|
|
|
544
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.09M
|
+$436K
|
+1,609
|
+61%
|
|
|
545
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.08M
|
–
|
–
|
–
|
|
|
546
|
Fortis Capital Management
Bellevue,
Washington
|
$1.07M
|
+$6.5K
|
+24
|
+0.6%
|
|
|
547
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.07M
|
+$357K
|
+1,317
|
+46%
|
|
|
548
|
Huntington National Bank
Columbus,
Ohio
|
$1.06M
|
–
|
–
|
–
|
|
|
549
|
Pacific Financial Group
Bellevue,
Washington
|
$1.06M
|
–
|
–
|
–
|
|
|
550
|
Clune & Associates
Chicago,
Illinois
|
$1.05M
|
+$11.1K
|
+41
|
+1%
|
|
