|
401
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$374K
|
-$102K
|
-2,115
|
-23%
|
|
|
402
|
Sollinda Capital Management
Miami,
Florida
|
$374K
|
+$349K
|
+7,214
|
New
|
|
|
403
|
Frank Rimerman Advisors
Palo Alto,
California
|
$373K
|
–
|
–
|
–
|
|
|
404
|
Brookstone Capital Management
Wheaton,
Illinois
|
$372K
|
–
|
–
|
–
|
|
|
405
|
Eagle Bay Advisors
New York
|
$370K
|
–
|
–
|
–
|
|
|
406
|
Global Retirement Partners
San Rafael,
California
|
$366K
|
+$98.1K
|
+2,026
|
+40%
|
|
|
407
|
Becker Capital Management
Portland,
Oregon
|
$365K
|
–
|
–
|
–
|
|
|
408
|
Raymond James Trust
St. Petersburg,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
409
|
Atria Wealth Solutions
New York
|
$359K
|
-$315K
|
-6,510
|
-48%
|
|
|
410
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$357K
|
–
|
–
|
–
|
|
|
411
|
Gradient Capital Advisors
San Diego,
California
|
$357K
|
-$46.5K
|
-960
|
-12%
|
|
|
412
|
Essential Planning
Portsmouth,
New Hampshire
|
$349K
|
+$326K
|
+6,730
|
New
|
|
|
413
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$346K
|
–
|
–
|
–
|
|
|
414
|
R.W. Roge & Company
Bohemia,
New York
|
$346K
|
+$96.8K
|
+1,999
|
+43%
|
|
|
415
|
Whittier Trust
South Pasadena,
California
|
$345K
|
–
|
–
|
–
|
|
|
416
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$338K
|
–
|
–
|
–
|
|
|
417
|
Penobscot Wealth Management
Portland,
Maine
|
$338K
|
+$316K
|
+6,519
|
New
|
|
|
418
|
GSB Wealth Management
Guilford,
Connecticut
|
$338K
|
–
|
–
|
–
|
|
|
419
|
First National Trust
Hermitage,
Pennsylvania
|
$337K
|
–
|
–
|
–
|
|
|
420
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$335K
|
+$313K
|
+6,473
|
New
|
|
|
421
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$333K
|
+$1.4K
|
+29
|
+0.5%
|
|
|
422
|
Private Portfolio Partners
Paramus,
New Jersey
|
$327K
|
–
|
–
|
–
|
|
|
423
|
Strategic Wealth Partners
Independence,
Ohio
|
$325K
|
–
|
–
|
–
|
|
|
424
|
Signature Resources Capital Management
Newport Beach,
California
|
$321K
|
+$299K
|
+6,185
|
New
|
|
|
425
|
Rebalance
Palo Alto,
California
|
$320K
|
+$1.35K
|
+28
|
+0.5%
|
|
