|
401
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$323K
|
-$66K
|
-2,199
|
-17%
|
|
|
402
|
Gemmer Asset Management
Walnut Creek,
California
|
$322K
|
+$52.3K
|
+1,744
|
+19%
|
|
|
403
|
Burney Company
Reston,
Virginia
|
$318K
|
-$77.6K
|
-2,585
|
-19%
|
|
|
404
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$317K
|
-$8.1M
|
-269,918
|
-96%
|
|
|
405
|
Concord Wealth Partners
Abingdon,
Virginia
|
$310K
|
+$126K
|
+4,193
|
+67%
|
|
|
406
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$309K
|
–
|
–
|
–
|
|
|
407
|
Montis Financial
Waltham,
Massachusetts
|
$306K
|
+$309K
|
+10,313
|
New
|
|
|
408
|
Karpas Strategies
Litchfield,
Connecticut
|
$304K
|
+$3.24K
|
+108
|
+1%
|
|
|
409
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$300K
|
-$17.7K
|
-591
|
-6%
|
|
|
410
|
Axxcess Wealth Management
Carlsbad,
California
|
$297K
|
-$17.7K
|
-591
|
-6%
|
|
|
411
|
Clear Investment Research
Alpharetta,
Georgia
|
$294K
|
+$31K
|
+1,034
|
+12%
|
|
|
412
|
Black Point Wealth Management
Naples,
Florida
|
$285K
|
+$288K
|
+9,611
|
New
|
|
|
413
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$273K
|
-$23K
|
-767
|
-8%
|
|
|
414
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$273K
|
–
|
–
|
–
|
|
|
415
|
Essex Financial Services
Essex,
Connecticut
|
$272K
|
-$4.35K
|
-145
|
-2%
|
|
|
416
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$272K
|
–
|
–
|
–
|
|
|
417
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$272K
|
+$43.5K
|
+1,449
|
+19%
|
|
|
418
|
Breakwater Capital Group
Paramus,
New Jersey
|
$269K
|
+$272K
|
+9,066
|
New
|
|
|
419
|
RS Crum Inc
Newport Beach,
California
|
$266K
|
-$42K
|
-1,399
|
-14%
|
|
|
420
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$258K
|
+$244K
|
+8,114
|
+1,399%
|
|
|
421
|
Tudor Investment Corp
Stamford,
Connecticut
|
$257K
|
+$260K
|
+8,653
|
New
|
|
|
422
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$249K
|
+$252K
|
+8,405
|
New
|
|
|
423
|
HB Wealth Management
Atlanta,
Georgia
|
$247K
|
+$4.98K
|
+166
|
+2%
|
|
|
424
|
Wealth Architects
Mountain View,
California
|
$246K
|
+$249K
|
+8,290
|
New
|
|
|
425
|
Satovsky Asset Management
New York
|
$238K
|
+$3.03K
|
+101
|
+1%
|
|
