|
526
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$400K
|
–
|
–
|
–
|
|
|
527
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$392K
|
+$382K
|
+10,794
|
New
|
|
|
528
|
Transcend Capital Advisors
Madison,
New Jersey
|
$390K
|
–
|
–
|
–
|
|
|
529
|
Core Wealth Management
Jupiter,
Florida
|
$385K
|
-$2.83K
|
-80
|
-0.7%
|
|
|
530
|
Burney Company
Reston,
Virginia
|
$376K
|
-$4.84K
|
-137
|
-1%
|
|
|
531
|
Williams & Novak
Westlake Village,
California
|
$373K
|
+$96K
|
+2,714
|
+36%
|
|
|
532
|
Narus Financial Partners
Salt Lake City,
Utah
|
$372K
|
-$45K
|
-1,273
|
-11%
|
|
|
533
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$370K
|
+$8.1K
|
+229
|
+2%
|
|
|
534
|
Essex Financial Services
Essex,
Connecticut
|
$368K
|
+$70.3K
|
+1,989
|
+24%
|
|
|
535
|
AlphaCore Capital
La Jolla,
California
|
$368K
|
–
|
–
|
–
|
|
|
536
|
Clear Investment Research
Alpharetta,
Georgia
|
$367K
|
-$5.06K
|
-143
|
-1%
|
|
|
537
|
Longview Financial Advisors
Huntsville,
Alabama
|
$357K
|
–
|
–
|
–
|
|
|
538
|
Harbour Investments
Madison,
Wisconsin
|
$355K
|
+$51.3K
|
+1,451
|
+17%
|
|
|
539
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$352K
|
+$69.5K
|
+1,966
|
+26%
|
|
|
540
|
Vawter Financial
Columbus,
Ohio
|
$351K
|
+$341K
|
+9,645
|
New
|
|
|
541
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$346K
|
-$49.4K
|
-1,398
|
-13%
|
|
|
542
|
Dixon Fnancial Services
Lafayette,
California
|
$343K
|
-$6.51K
|
-184
|
-2%
|
|
|
543
|
RS Crum Inc
Newport Beach,
California
|
$341K
|
+$177
|
+5
|
+0.1%
|
|
|
544
|
Bank of New York Mellon
New York
|
$340K
|
+$56.3K
|
+1,591
|
+20%
|
|
|
545
|
Satovsky Asset Management
New York
|
$339K
|
+$38.6K
|
+1,091
|
+13%
|
|
|
546
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$336K
|
+$1.31K
|
+37
|
+0.4%
|
|
|
547
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$330K
|
+$23.6K
|
+668
|
+8%
|
|
|
548
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$328K
|
–
|
–
|
–
|
|
|
549
|
KM Capital Management
Austin,
Texas
|
$324K
|
-$38.9K
|
-1,101
|
-11%
|
|
|
550
|
K2 Financial
Glendora,
California
|
$321K
|
-$141
|
-4
|
-0%
|
|
