|
326
|
Schubert & Co
Mckinney,
Texas
|
$1.1M
|
-$84.4K
|
-2,780
|
-7%
|
|
|
327
|
Montis Financial
Waltham,
Massachusetts
|
$1.1M
|
-$45.1K
|
-1,484
|
-4%
|
|
|
328
|
Midwest Trust
Overland Park,
Kansas
|
$1.09M
|
+$45.8K
|
+1,508
|
+5%
|
|
|
329
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.06M
|
+$28.4K
|
+935
|
+3%
|
|
|
330
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$1.06M
|
-$18K
|
-593
|
-2%
|
|
|
331
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.06M
|
+$1.02M
|
+33,627
|
New
|
|
|
332
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.05M
|
-$12.5K
|
-412
|
-1%
|
|
|
333
|
Quantinno Capital Management
New York
|
$1.05M
|
+$674K
|
+22,192
|
+195%
|
|
|
334
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.05M
|
+$68.4K
|
+2,253
|
+7%
|
|
|
335
|
Sterling Wealth Advisors
Plantation,
Florida
|
$1.04M
|
+$1M
|
+33,012
|
New
|
|
|
336
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$1.04M
|
+$28.2K
|
+928
|
+3%
|
|
|
337
|
Curio Wealth
Annapolis,
Maryland
|
$1.01M
|
-$88.9K
|
-2,929
|
-8%
|
|
|
338
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1M
|
-$792K
|
-26,086
|
-45%
|
|
|
339
|
Tortoise Investment Management
White Plains,
New York
|
$998K
|
-$4.52K
|
-149
|
-0.5%
|
|
|
340
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$997K
|
+$37.8K
|
+1,245
|
+4%
|
|
|
341
|
Evoke Wealth
Los Angeles,
California
|
$978K
|
-$30
|
-1
|
-0%
|
|
|
342
|
Disciplined Investors
Waco,
Texas
|
$975K
|
+$4.28K
|
+141
|
+0.5%
|
|
|
343
|
Five Oceans Advisors
Santa Monica,
California
|
$971K
|
+$213
|
+7
|
+0%
|
|
|
344
|
Blue Trust Inc
Alpharetta,
Georgia
|
$968K
|
+$9.23K
|
+304
|
+1%
|
|
|
345
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$949K
|
–
|
–
|
–
|
|
|
346
|
Safeguard Investment Advisory Group
Corona,
California
|
$949K
|
+$3.13K
|
+103
|
+0.3%
|
|
|
347
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$948K
|
–
|
–
|
–
|
|
|
348
|
M&T Bank
Buffalo,
New York
|
$940K
|
–
|
–
|
–
|
|
|
349
|
|
$914K
|
–
|
–
|
–
|
|
|
350
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$898K
|
–
|
–
|
–
|
|
