|
851
|
Level Four Advisory Services
Dallas,
Texas
|
$356K
|
+$50.7K
|
+669
|
+17%
|
|
|
852
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$355K
|
-$7.58K
|
-100
|
-2%
|
|
|
853
|
Gilbert & Cook
West Des Moines,
Iowa
|
$355K
|
-$33K
|
-436
|
-9%
|
|
|
854
|
TRUADVICE
Sarasota,
Florida
|
$354K
|
+$80.2K
|
+1,059
|
+30%
|
|
|
855
|
Retirement Guys Formula
Maumee,
Ohio
|
$351K
|
-$64.1K
|
-846
|
-16%
|
|
|
856
|
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
|
$350K
|
–
|
–
|
–
|
|
|
857
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$348K
|
+$76
|
+1
|
+0%
|
|
|
858
|
Private Wealth Partners
Mill Valley,
California
|
$344K
|
+$341K
|
+4,500
|
New
|
|
|
859
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$344K
|
-$17.2K
|
-227
|
-5%
|
|
|
860
|
Alpha Capital Management
Austin,
Texas
|
$344K
|
–
|
–
|
–
|
|
|
861
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$343K
|
–
|
–
|
–
|
|
|
862
|
Coastwise Capital Group
La Jolla,
California
|
$342K
|
+$75.2K
|
+993
|
+29%
|
|
|
863
|
BOS Asset Management
Springfield,
Illinois
|
$341K
|
-$246K
|
-3,247
|
-42%
|
|
|
864
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$340K
|
+$336K
|
+4,440
|
New
|
|
|
865
|
Epic Trust Investment Advisors
Richland,
Washington
|
$339K
|
–
|
–
|
–
|
|
|
866
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$338K
|
–
|
–
|
–
|
|
|
867
|
Evergreen Capital Management
Bellevue,
Washington
|
$338K
|
+$38.5K
|
+508
|
+13%
|
|
|
868
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$338K
|
-$3.79K
|
-50
|
-1%
|
|
|
869
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$337K
|
+$25.2K
|
+333
|
+8%
|
|
|
870
|
Rodgers Brothers
Harmony,
Pennsylvania
|
$334K
|
-$37.9K
|
-500
|
-10%
|
|
|
871
|
Maple Capital Management
Montpelier,
Vermont
|
$325K
|
-$40.2K
|
-530
|
-11%
|
|
|
872
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$321K
|
–
|
–
|
–
|
|
|
873
|
Overbrook Management Corp
New York
|
$320K
|
-$22.7K
|
-300
|
-7%
|
|
|
874
|
Hudson Portfolio Management
Garrison,
New York
|
$320K
|
-$189K
|
-2,495
|
-37%
|
|
|
875
|
Park Edge Advisors
Cleveland,
Ohio
|
$317K
|
-$135K
|
-1,775
|
-30%
|
|
