|
701
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$552K
|
+$22.3K
|
+271
|
+4%
|
|
|
702
|
Fidelity Investments
Boston,
Massachusetts
|
$552K
|
+$208K
|
+2,527
|
+60%
|
|
|
703
|
Meridian Investment Counsel
Lafayette,
California
|
$543K
|
–
|
–
|
–
|
|
|
704
|
Choate Investment Advisors
Boston,
Massachusetts
|
$542K
|
-$55.9K
|
-680
|
-9%
|
|
|
705
|
Claybrook Capital
Wellesley,
Massachusetts
|
$541K
|
+$542K
|
+6,600
|
New
|
|
|
706
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$534K
|
+$295K
|
+3,589
|
+121%
|
|
|
707
|
Madison Asset Management
Madison,
Wisconsin
|
$531K
|
+$9.86K
|
+120
|
+2%
|
|
|
708
|
Arlington Partners
Birmingham,
Alabama
|
$529K
|
–
|
–
|
–
|
|
|
709
|
Essex Financial Services
Essex,
Connecticut
|
$528K
|
-$276K
|
-3,357
|
-34%
|
|
|
710
|
Insight Wealth Strategies
San Ramon,
California
|
$517K
|
+$9.86K
|
+120
|
+2%
|
|
|
711
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$515K
|
+$740
|
+9
|
+0.1%
|
|
|
712
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$513K
|
+$514K
|
+6,260
|
New
|
|
|
713
|
Samalin Investment Counsel
Chappaqua,
New York
|
$511K
|
-$129K
|
-1,572
|
-20%
|
|
|
714
|
Brio Consultants
San Francisco,
California
|
$511K
|
+$25.9K
|
+315
|
+5%
|
|
|
715
|
Summit Financial
Parsippany,
New Jersey
|
$507K
|
+$16.5K
|
+201
|
+3%
|
|
|
716
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$507K
|
+$508K
|
+6,187
|
New
|
|
|
717
|
Holt Capital Partners
Fort Worth,
Texas
|
$505K
|
-$61.6K
|
-750
|
-11%
|
|
|
718
|
American Money Management
Rancho Santa Fe,
California
|
$505K
|
+$506K
|
+6,163
|
New
|
|
|
719
|
Column Capital Advisors
Indianapolis,
Indiana
|
$500K
|
–
|
–
|
–
|
|
|
720
|
|
$500K
|
–
|
–
|
–
|
|
|
721
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$498K
|
–
|
–
|
–
|
|
|
722
|
Minot Wealth Management
Westwood,
Massachusetts
|
$497K
|
-$50.7K
|
-617
|
-9%
|
|
|
723
|
Newport Wealth Strategies
Irvine,
California
|
$494K
|
-$196K
|
-2,380
|
-28%
|
|
|
724
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$489K
|
–
|
–
|
–
|
|
|
725
|
Waverly Advisors
Birmingham,
Alabama
|
$489K
|
–
|
–
|
–
|
|
