|
301
|
Perigon Wealth Management
San Francisco,
California
|
$259K
|
-$262K
|
-2,863
|
-50%
|
|
|
302
|
Claro Advisors
Boston,
Massachusetts
|
$256K
|
+$3.02K
|
+33
|
+1%
|
|
|
303
|
Trivium Point Advisory
Westport,
Connecticut
|
$256K
|
+$256K
|
+2,795
|
New
|
|
|
304
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$254K
|
+$254K
|
+2,776
|
New
|
|
|
305
|
Jennison Associates
New York
|
$254K
|
+$254K
|
+2,778
|
New
|
|
|
306
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$251K
|
-$113K
|
-1,233
|
-31%
|
|
|
307
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
308
|
Clearview Wealth Advisors
Salem,
Oregon
|
$245K
|
-$80.6K
|
-882
|
-25%
|
|
|
309
|
Moors & Cabot
Boston,
Massachusetts
|
$242K
|
-$22.9K
|
-250
|
-9%
|
|
|
310
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$236K
|
-$80.4K
|
-879
|
-25%
|
|
|
311
|
Veery Capital
Wilmington,
Delaware
|
$226K
|
-$436K
|
-4,763
|
-66%
|
|
|
312
|
RFG Advisory
Birmingham,
Alabama
|
$224K
|
+$224K
|
+2,448
|
New
|
|
|
313
|
Kestra Private Wealth Services
Austin,
Texas
|
$224K
|
+$224K
|
+2,453
|
New
|
|
|
314
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$223K
|
-$13.7K
|
-150
|
-6%
|
|
|
315
|
Patten Group
Chattanooga,
Tennessee
|
$220K
|
-$45K
|
-492
|
-17%
|
|
|
316
|
Shufro Rose & Co
New York
|
$220K
|
–
|
–
|
–
|
|
|
317
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$219K
|
-$30.2K
|
-330
|
-12%
|
|
|
318
|
US Financial Advisors
Braintree,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
319
|
National Wealth Management Group
Cincinnati,
Ohio
|
$216K
|
+$216K
|
+2,365
|
New
|
|
|
320
|
TD Private Client Wealth
New York
|
$212K
|
+$2.47K
|
+27
|
+1%
|
|
|
321
|
CoreCap Advisors
Southfield,
Michigan
|
$212K
|
+$212K
|
+2,320
|
New
|
|
|
322
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$209K
|
–
|
–
|
–
|
|
|
323
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$207K
|
–
|
–
|
–
|
|
|
324
|
Lake Street Private Wealth
Chicago,
Illinois
|
$203K
|
-$11.2K
|
-123
|
-5%
|
|
|
325
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$203K
|
+$203K
|
+2,218
|
New
|
|
