|
626
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$252K
|
+$14.3K
|
+73
|
+6%
|
|
|
627
|
Ergawealth Advisors
Oak Brook,
Illinois
|
$249K
|
+$589
|
+3
|
+0.2%
|
|
|
628
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$249K
|
+$251K
|
+1,277
|
New
|
|
|
629
|
Boothbay Fund Management
New York
|
$248K
|
+$250K
|
+1,271
|
New
|
|
|
630
|
WCM Investment Management
Laguna Beach,
California
|
$243K
|
+$11.2K
|
+57
|
+5%
|
|
|
631
|
Univest Financial
Souderton,
Pennsylvania
|
$242K
|
–
|
–
|
–
|
|
|
632
|
Verition Fund Management
Greenwich,
Connecticut
|
$242K
|
-$312K
|
-1,589
|
-56%
|
|
|
633
|
Alta Capital Management
Salt Lake City,
Utah
|
$241K
|
-$8.45K
|
-43
|
-3%
|
|
|
634
|
Machina Capital
Paris,
France
|
$237K
|
-$56K
|
-285
|
-19%
|
|
|
635
|
Boston Trust Walden
Boston,
Massachusetts
|
$236K
|
-$40.9K
|
-208
|
-15%
|
|
|
636
|
Caldwell Trust
Venice,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
637
|
Ted Buchan & Co
San Diego,
California
|
$231K
|
+$233K
|
+1,185
|
New
|
|
|
638
|
NBT Bank
Norwich,
New York
|
$230K
|
-$2.16K
|
-11
|
-0.9%
|
|
|
639
|
Biltmore Family Office
Charlotte,
North Carolina
|
$229K
|
–
|
–
|
–
|
|
|
640
|
Riverview Trust Company
Vancouver,
Washington
|
$228K
|
–
|
–
|
–
|
|
|
641
|
Mission Wealth Management
Santa Barbara,
California
|
$228K
|
+$7.27K
|
+37
|
+3%
|
|
|
642
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$227K
|
+$228K
|
+1,163
|
New
|
|
|
643
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$226K
|
-$19.6K
|
-100
|
-8%
|
|
|
644
|
VeraBank
Henderson,
Texas
|
$226K
|
–
|
–
|
–
|
|
|
645
|
Perigon Wealth Management
San Francisco,
California
|
$226K
|
-$7.86K
|
-40
|
-3%
|
|
|
646
|
Blue Square Asset Management
New York
|
$224K
|
–
|
–
|
–
|
|
|
647
|
Klingenstein Fields & Co
New York
|
$219K
|
–
|
–
|
–
|
|
|
648
|
Personal CFO Solutions
Chester,
New Jersey
|
$219K
|
-$199K
|
-1,014
|
-47%
|
|
|
649
|
J.W. Cole Advisors
Tampa,
Florida
|
$218K
|
-$12.8K
|
-65
|
-5%
|
|
|
650
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$217K
|
+$218K
|
+1,112
|
New
|
|
