|
851
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$910K
|
+$160K
|
+2,269
|
+22%
|
|
|
852
|
Private Client Services
Louisville,
Kentucky
|
$910K
|
+$874K
|
+12,374
|
New
|
|
|
853
|
Caldwell Trust
Venice,
Florida
|
$909K
|
-$119K
|
-1,679
|
-12%
|
|
|
854
|
Ruedi Wealth Management
Champaign,
Illinois
|
$905K
|
+$287K
|
+4,068
|
+49%
|
|
|
855
|
Wealthstream Advisors
New York
|
$897K
|
+$65K
|
+920
|
+8%
|
|
|
856
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$890K
|
+$77.1K
|
+1,092
|
+10%
|
|
|
857
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$890K
|
–
|
–
|
–
|
|
|
858
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$888K
|
-$231K
|
-3,274
|
-21%
|
|
|
859
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$885K
|
-$1.18M
|
-16,692
|
-58%
|
|
|
860
|
Trek Financial
Scottsdale,
Arizona
|
$883K
|
-$16.5K
|
-233
|
-2%
|
|
|
861
|
Claro Advisors
Boston,
Massachusetts
|
$882K
|
-$25.7K
|
-364
|
-3%
|
|
|
862
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$880K
|
+$237K
|
+3,350
|
+39%
|
|
|
863
|
Idaho Trust Bank
Boise,
Idaho
|
$880K
|
-$155K
|
-2,196
|
-16%
|
|
|
864
|
Financial Strategies Group
Okemos,
Michigan
|
$878K
|
-$120K
|
-1,702
|
-12%
|
|
|
865
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$869K
|
-$61.1K
|
-865
|
-7%
|
|
|
866
|
Cannon Financial Strategists
Athens,
Georgia
|
$869K
|
+$6.14K
|
+87
|
+0.7%
|
|
|
867
|
Jasper Ridge Partners
Menlo Park,
California
|
$866K
|
–
|
–
|
–
|
|
|
868
|
|
$863K
|
+$829K
|
+11,740
|
New
|
|
|
869
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$857K
|
+$31.7K
|
+449
|
+4%
|
|
|
870
|
Linscomb Wealth
Houston,
Texas
|
$854K
|
-$28K
|
-397
|
-3%
|
|
|
871
|
Essential Planning
Portsmouth,
New Hampshire
|
$843K
|
+$550K
|
+7,787
|
+212%
|
|
|
872
|
Fountainhead AM
Warren,
New Jersey
|
$818K
|
+$1.41K
|
+20
|
+0.2%
|
|
|
873
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$815K
|
-$36.4K
|
-515
|
-4%
|
|
|
874
|
Archvest Wealth Advisors
Concord,
California
|
$811K
|
+$19.3K
|
+273
|
+3%
|
|
|
875
|
Aspire Private Capital
Cornelius,
North Carolina
|
$811K
|
+$5.01K
|
+71
|
+0.6%
|
|
