|
651
|
Aureus Asset Management
Boston,
Massachusetts
|
$875K
|
-$9.72K
|
-129
|
-1%
|
|
|
652
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$874K
|
-$481K
|
-6,384
|
-35%
|
|
|
653
|
Barrett & Company
Providence,
Rhode Island
|
$873K
|
-$377
|
-5
|
-0%
|
|
|
654
|
Redwood Investment Management
Scottsdale,
Arizona
|
$863K
|
+$866K
|
+11,482
|
New
|
|
|
655
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$863K
|
-$135K
|
-1,795
|
-14%
|
|
|
656
|
Legacy Private Trust
Neenah,
Wisconsin
|
$848K
|
+$850K
|
+11,279
|
New
|
|
|
657
|
Tiemann Investment Advisors
Menlo Park,
California
|
$846K
|
–
|
–
|
–
|
|
|
658
|
MGO Private Wealth
Irvine,
California
|
$842K
|
-$93.8K
|
-1,244
|
-10%
|
|
|
659
|
Essex Financial Services
Essex,
Connecticut
|
$833K
|
-$98.7K
|
-1,309
|
-11%
|
|
|
660
|
United Bank (Virginia)
Vienna,
Virginia
|
$829K
|
–
|
–
|
–
|
|
|
661
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$829K
|
-$4K
|
-53
|
-0.5%
|
|
|
662
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$827K
|
–
|
–
|
–
|
|
|
663
|
Prospera Financial Services
Dallas,
Texas
|
$825K
|
-$6.48K
|
-86
|
-0.8%
|
|
|
664
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$822K
|
-$11.2K
|
-148
|
-1%
|
|
|
665
|
Annapolis Financial Services
Annapolis,
Maryland
|
$817K
|
-$207K
|
-2,745
|
-20%
|
|
|
666
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$814K
|
-$8.97M
|
-119,000
|
-92%
|
|
|
667
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$812K
|
–
|
–
|
–
|
|
|
668
|
Independent Family Office
Albany,
New York
|
$808K
|
+$172K
|
+2,277
|
+27%
|
|
|
669
|
Americana Partners
Houston,
Texas
|
$801K
|
+$256K
|
+3,396
|
+32%
|
|
|
670
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$797K
|
-$97.2K
|
-1,290
|
-11%
|
|
|
671
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$794K
|
–
|
–
|
–
|
|
|
672
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$793K
|
-$32.3K
|
-428
|
-4%
|
|
|
673
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$785K
|
-$6.79K
|
-90
|
-0.9%
|
|
|
674
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$785K
|
-$14.2K
|
-188
|
-2%
|
|
|
675
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$784K
|
+$36.8K
|
+488
|
+5%
|
|
