|
526
|
Rockport Wealth
Fairview Park,
Ohio
|
$444K
|
-$7.1K
|
-260
|
-2%
|
|
|
527
|
Frank Rimerman Advisors
Palo Alto,
California
|
$443K
|
+$93.7K
|
+3,431
|
+28%
|
|
|
528
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$441K
|
+$421K
|
+15,424
|
New
|
|
|
529
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$440K
|
-$24.4K
|
-895
|
-5%
|
|
|
530
|
Mission Wealth Management
Santa Barbara,
California
|
$430K
|
+$411K
|
+15,057
|
New
|
|
|
531
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$427K
|
-$11.1K
|
-407
|
-3%
|
|
|
532
|
Ballentine Partners
Waltham,
Massachusetts
|
$425K
|
+$149K
|
+5,439
|
+58%
|
|
|
533
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$425K
|
-$1.67K
|
-61
|
-0.4%
|
|
|
534
|
Summit Global Investments
Bountiful,
Utah
|
$421K
|
+$10.1K
|
+371
|
+3%
|
|
|
535
|
Capital Square
Chattanooga,
Tennessee
|
$419K
|
+$427K
|
+15,627
|
New
|
|
|
536
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$419K
|
+$400K
|
+14,657
|
New
|
|
|
537
|
|
$412K
|
+$394K
|
+14,409
|
New
|
|
|
538
|
|
$412K
|
+$394K
|
+14,415
|
New
|
|
|
539
|
Arista Wealth Management
Las Vegas,
Nevada
|
$407K
|
+$19.6K
|
+718
|
+5%
|
|
|
540
|
Legacy Capital Group California
Los Gatos,
California
|
$405K
|
+$7.49K
|
+274
|
+2%
|
|
|
541
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$399K
|
+$44.9K
|
+1,642
|
+13%
|
|
|
542
|
Artemis Investment Management
Edinburgh,
United Kingdom
|
$397K
|
–
|
–
|
–
|
|
|
543
|
KeyBank National Association
Cleveland,
Ohio
|
$392K
|
-$42.7K
|
-1,564
|
-10%
|
|
|
544
|
Signature Equity Partners
Columbus,
Ohio
|
$389K
|
-$26.7K
|
-976
|
-7%
|
|
|
545
|
Perennial Investment Advisors
Los Angeles,
California
|
$389K
|
+$70.3K
|
+2,575
|
+23%
|
|
|
546
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$384K
|
+$7.68K
|
+281
|
+2%
|
|
|
547
|
Corient IA
Miami,
Florida
|
$381K
|
–
|
–
|
–
|
|
|
548
|
Proficio Capital Partners
Newton,
Massachusetts
|
$380K
|
+$363K
|
+13,301
|
New
|
|
|
549
|
Phoenix Financial
Givatayim,
Israel
|
$379K
|
+$363K
|
+13,298
|
New
|
|
|
550
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$372K
|
+$355K
|
+13,007
|
New
|
|
