|
451
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$264K
|
–
|
–
|
–
|
|
|
452
|
SOL Capital Management
Rockville,
Maryland
|
$261K
|
+$243K
|
+5,030
|
New
|
|
|
453
|
Beta Wealth Group
San Diego,
California
|
$259K
|
-$27.6K
|
-570
|
-10%
|
|
|
454
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$259K
|
–
|
–
|
–
|
|
|
455
|
CPA Asset Management
West Palm Beach,
Florida
|
$258K
|
+$241K
|
+4,974
|
New
|
|
|
456
|
World Investment Advisors
Santa Barbara,
California
|
$257K
|
+$1.11K
|
+23
|
+0.5%
|
|
|
457
|
Grandfield & Dodd
New York
|
$257K
|
-$9.68K
|
-200
|
-4%
|
|
|
458
|
Park Avenue Securities
New York
|
$256K
|
–
|
–
|
–
|
|
|
459
|
UMB Bank
Kansas City,
Missouri
|
$256K
|
–
|
–
|
–
|
|
|
460
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$252K
|
–
|
–
|
–
|
|
|
461
|
One Capital Management
Westlake Village,
California
|
$250K
|
–
|
–
|
–
|
|
|
462
|
Private Advisory Group
Redmond,
Washington
|
$247K
|
–
|
–
|
–
|
|
|
463
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$245K
|
-$50.4K
|
-1,041
|
-18%
|
|
|
464
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$245K
|
+$229K
|
+4,725
|
New
|
|
|
465
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$244K
|
+$228K
|
+4,707
|
New
|
|
|
466
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$243K
|
-$91.2K
|
-1,884
|
-29%
|
|
|
467
|
Accel Wealth Management
Waverly,
Iowa
|
$242K
|
+$14K
|
+290
|
+7%
|
|
|
468
|
Weatherly Asset Management
Del Mar,
California
|
$241K
|
–
|
–
|
–
|
|
|
469
|
Westmount Partners
Los Angeles,
California
|
$236K
|
–
|
–
|
–
|
|
|
470
|
Tyche Wealth Partners
Plano,
Texas
|
$235K
|
+$220K
|
+4,538
|
New
|
|
|
471
|
Financial Insights
Tacoma,
Washington
|
$235K
|
–
|
–
|
–
|
|
|
472
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$234K
|
-$4.7K
|
-97
|
-2%
|
|
|
473
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$233K
|
–
|
–
|
–
|
|
|
474
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$231K
|
+$216K
|
+4,460
|
New
|
|
|
475
|
Bull Oak Capital
San Diego,
California
|
$231K
|
-$29.4K
|
-608
|
-12%
|
|
