|
551
|
Perigon Wealth Management
San Francisco,
California
|
$347K
|
-$1.33K
|
-10
|
-0.4%
|
|
|
552
|
Seven Post Investment Office
San Francisco,
California
|
$344K
|
–
|
–
|
–
|
|
|
553
|
Essex Savings Bank
Essex,
Connecticut
|
$342K
|
–
|
–
|
–
|
|
|
554
|
Allworth Financial
Folsom,
California
|
$337K
|
+$65K
|
+489
|
+25%
|
|
|
555
|
Provident Wealth Management
Brentwood,
Tennessee
|
$334K
|
–
|
–
|
–
|
|
|
556
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$333K
|
–
|
–
|
–
|
|
|
557
|
Friedenthal Financial
Marlton,
New Jersey
|
$332K
|
-$8.77K
|
-66
|
-3%
|
|
|
558
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$328K
|
+$13.3K
|
+100
|
+4%
|
|
|
559
|
Level Four Advisory Services
Dallas,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
560
|
Highlander Partners
Dallas,
Texas
|
$326K
|
–
|
–
|
–
|
|
|
561
|
Summit Financial Strategies
Columbus,
Ohio
|
$325K
|
–
|
–
|
–
|
|
|
562
|
Brown Brothers Harriman & Co
New York
|
$325K
|
–
|
–
|
–
|
|
|
563
|
Spreng Capital Management
Bucyrus,
Ohio
|
$325K
|
+$20.6K
|
+155
|
+7%
|
|
|
564
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$324K
|
+$34.9K
|
+263
|
+13%
|
|
|
565
|
Capasso Planning Partners
Charleston,
South Carolina
|
$320K
|
-$730K
|
-5,497
|
-70%
|
|
|
566
|
Weil Company
San Diego,
California
|
$318K
|
–
|
–
|
–
|
|
|
567
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$317K
|
–
|
–
|
–
|
|
|
568
|
Kestra Investment Management
Austin,
Texas
|
$315K
|
-$303K
|
-2,282
|
-50%
|
|
|
569
|
Essex Financial Services
Essex,
Connecticut
|
$315K
|
–
|
–
|
–
|
|
|
570
|
Koshinski Asset Management
Decatur,
Illinois
|
$312K
|
+$10.6K
|
+80
|
+4%
|
|
|
571
|
Sapient Capital
Indianapolis,
Indiana
|
$312K
|
-$16.7K
|
-126
|
-5%
|
|
|
572
|
Baker Avenue Asset Management
San Francisco,
California
|
$312K
|
–
|
–
|
–
|
|
|
573
|
Wealthspire Advisors (New York)
New York
|
$312K
|
–
|
–
|
–
|
|
|
574
|
Atlas Legacy Advisors
Los Angeles,
California
|
$308K
|
+$797
|
+6
|
+0.3%
|
|
|
575
|
Chesley Taft & Associates
Chicago,
Illinois
|
$307K
|
–
|
–
|
–
|
|
