|
476
|
SVB Wealth
Boston,
Massachusetts
|
$405K
|
+$52.5K
|
+2,159
|
+15%
|
|
|
477
|
Evolution Advisers
Richmond,
Virginia
|
$404K
|
–
|
–
|
–
|
|
|
478
|
Wealthcare Capital Management
Richmond,
Virginia
|
$401K
|
+$32.1K
|
+1,318
|
+9%
|
|
|
479
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$400K
|
–
|
–
|
–
|
|
|
480
|
Destination Wealth Management
Walnut Creek,
California
|
$393K
|
–
|
–
|
–
|
|
|
481
|
First Foundation Advisors
Irvine,
California
|
$389K
|
–
|
–
|
–
|
|
|
482
|
Bell Investment Advisors
Oakland,
California
|
$383K
|
–
|
–
|
–
|
|
|
483
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$379K
|
-$13.1K
|
-539
|
-3%
|
|
|
484
|
Capital Financial Services
Clifton Park,
New York
|
$375K
|
+$148K
|
+6,100
|
+65%
|
|
|
485
|
Sand Hill Global Advisors
Palo Alto,
California
|
$371K
|
–
|
–
|
–
|
|
|
486
|
Certuity
North Palm Beach,
Florida
|
$369K
|
-$6.32K
|
-260
|
-2%
|
|
|
487
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$368K
|
–
|
–
|
–
|
|
|
488
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$368K
|
-$178K
|
-7,333
|
-33%
|
|
|
489
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$361K
|
-$78.2K
|
-3,213
|
-18%
|
|
|
490
|
Cerity Partners OCIO
New York
|
$360K
|
–
|
–
|
–
|
|
|
491
|
CPA Asset Management
West Palm Beach,
Florida
|
$359K
|
+$359K
|
+14,767
|
New
|
|
|
492
|
Fortress Wealth Management
Culver City,
California
|
$355K
|
+$268
|
+11
|
+0.1%
|
|
|
493
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$355K
|
+$112K
|
+4,591
|
+46%
|
|
|
494
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$354K
|
+$11.4K
|
+468
|
+3%
|
|
|
495
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$353K
|
–
|
–
|
–
|
|
|
496
|
Highland Financial Advisors
Wayne,
New Jersey
|
$353K
|
-$3.84K
|
-158
|
-1%
|
|
|
497
|
Fiduciary Alliance
Greenville,
South Carolina
|
$350K
|
+$350K
|
+14,400
|
New
|
|
|
498
|
Lockerman Financial Group
Newport Beach,
California
|
$349K
|
+$754
|
+31
|
+0.2%
|
|
|
499
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$344K
|
-$24.4K
|
-1,003
|
-7%
|
|
|
500
|
Essential Planning
Portsmouth,
New Hampshire
|
$342K
|
–
|
–
|
–
|
|
