|
826
|
WealthOne
Albany,
New York
|
$346K
|
-$131K
|
-1,519
|
-27%
|
|
|
827
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$345K
|
+$121K
|
+1,399
|
+52%
|
|
|
828
|
Old National Bancorp
Evansville,
Indiana
|
$344K
|
–
|
–
|
–
|
|
|
829
|
JD Financial Services
Carlisle,
Pennsylvania
|
$343K
|
-$156K
|
-1,814
|
-31%
|
|
|
830
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$343K
|
-$70.8K
|
-821
|
-17%
|
|
|
831
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$343K
|
–
|
–
|
–
|
|
|
832
|
Sunesis Advisors
Overland Park,
Kansas
|
$341K
|
–
|
–
|
–
|
|
|
833
|
Blooom Inc
Overland Park,
Kansas
|
$341K
|
+$273K
|
+3,169
|
New
|
|
|
834
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$339K
|
–
|
–
|
–
|
|
|
835
|
Wealth Alliance
Mellville,
New York
|
$336K
|
-$116K
|
-1,348
|
-25%
|
|
|
836
|
Personal Capital Advisors
Redwood City,
California
|
$335K
|
+$23K
|
+267
|
+7%
|
|
|
837
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$333K
|
+$34.8K
|
+403
|
+11%
|
|
|
838
|
Summit Wealth Partners
Orlando,
Florida
|
$330K
|
+$604
|
+7
|
+0.2%
|
|
|
839
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$328K
|
+$5.86K
|
+68
|
+2%
|
|
|
840
|
|
$325K
|
-$5.17K
|
-60
|
-2%
|
|
|
841
|
Clearstead Advisors
Cleveland,
Ohio
|
$322K
|
-$54.9K
|
-637
|
-14%
|
|
|
842
|
TimeScale Financial
Danvers,
Massachusetts
|
$320K
|
-$24.8K
|
-287
|
-7%
|
|
|
843
|
Ritholtz Wealth Management
New York
|
$320K
|
+$1.55K
|
+18
|
+0.5%
|
|
|
844
|
Cascadia Advisory Services
Portland,
Oregon
|
$320K
|
+$326K
|
+3,783
|
New
|
|
|
845
|
Golden State Wealth Management
Santa Ana,
California
|
$319K
|
+$17.4K
|
+202
|
+6%
|
|
|
846
|
Patron Partners
Houston,
Texas
|
$317K
|
+$323K
|
+3,749
|
New
|
|
|
847
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$316K
|
-$112K
|
-1,303
|
-26%
|
|
|
848
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$316K
|
–
|
–
|
–
|
|
|
849
|
Vantage Investment Partners
Kansas City,
Missouri
|
$314K
|
–
|
–
|
–
|
|
|
850
|
TRUADVICE
Sarasota,
Florida
|
$311K
|
+$315K
|
+3,655
|
New
|
|
