|
801
|
Tradition Wealth Management
Edina,
Minnesota
|
$245K
|
+$2.91K
|
+10
|
+1%
|
|
|
802
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$244K
|
+$218K
|
+750
|
New
|
|
|
803
|
New Capital Management
Houston,
Texas
|
$241K
|
–
|
–
|
–
|
|
|
804
|
Cobblestone Capital Advisors
Rochester,
New York
|
$238K
|
–
|
–
|
–
|
|
|
805
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$234K
|
–
|
–
|
–
|
|
|
806
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$233K
|
-$9.02K
|
-31
|
-4%
|
|
|
807
|
Personal Capital Advisors
Redwood City,
California
|
$232K
|
+$9.02K
|
+31
|
+5%
|
|
|
808
|
Main Street Research
Lakeville,
Connecticut
|
$231K
|
-$10.2K
|
-35
|
-5%
|
|
|
809
|
SteelPeak Wealth
Woodland Hills,
California
|
$230K
|
-$4.07K
|
-14
|
-2%
|
|
|
810
|
Welch & Forbes
Boston,
Massachusetts
|
$228K
|
-$29.1K
|
-100
|
-13%
|
|
|
811
|
Lantz Financial
Naperville,
Illinois
|
$228K
|
+$204K
|
+701
|
New
|
|
|
812
|
NovaPoint Capital
Atlanta,
Georgia
|
$226K
|
–
|
–
|
–
|
|
|
813
|
Great Diamond Partners
Portland,
Maine
|
$225K
|
-$17.5K
|
-60
|
-8%
|
|
|
814
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$225K
|
-$15.4K
|
-53
|
-7%
|
|
|
815
|
Lake Street Private Wealth
Chicago,
Illinois
|
$224K
|
+$4.95K
|
+17
|
+3%
|
|
|
816
|
Covington Capital Management
Los Angeles,
California
|
$223K
|
+$68.1K
|
+234
|
+52%
|
|
|
817
|
|
$222K
|
-$291
|
-1
|
-0.1%
|
|
|
818
|
Tiemann Investment Advisors
Menlo Park,
California
|
$221K
|
-$91.9K
|
-316
|
-32%
|
|
|
819
|
Keel Point
Huntsville,
Alabama
|
$221K
|
-$2.33K
|
-8
|
-1%
|
|
|
820
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
821
|
Ballentine Partners
Waltham,
Massachusetts
|
$219K
|
+$195K
|
+671
|
New
|
|
|
822
|
Verus Capital Partners
Scottsdale,
Arizona
|
$218K
|
+$220K
|
+755
|
New
|
|
|
823
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$217K
|
+$291
|
+1
|
+0.1%
|
|
|
824
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$217K
|
+$194K
|
+667
|
New
|
|
|
825
|
Institute for Wealth Management
Denver,
Colorado
|
$216K
|
+$193K
|
+662
|
New
|
|
