|
551
|
R.W. Roge & Company
Bohemia,
New York
|
$317K
|
-$149K
|
-2,320
|
-32%
|
|
|
552
|
UMB Bank
Kansas City,
Missouri
|
$315K
|
–
|
–
|
–
|
|
|
553
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$310K
|
–
|
–
|
–
|
|
|
554
|
Tableaux
Stockbridge,
Massachusetts
|
$309K
|
+$311K
|
+4,845
|
New
|
|
|
555
|
World Investment Advisors
Santa Barbara,
California
|
$309K
|
+$1.15K
|
+18
|
+0.4%
|
|
|
556
|
One Capital Management
Westlake Village,
California
|
$308K
|
–
|
–
|
–
|
|
|
557
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$308K
|
+$310K
|
+4,835
|
New
|
|
|
558
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$308K
|
+$309K
|
+4,826
|
New
|
|
|
559
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$304K
|
+$1.09K
|
+17
|
+0.4%
|
|
|
560
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$304K
|
–
|
–
|
–
|
|
|
561
|
DSG Capital Advisors
Edina,
Minnesota
|
$301K
|
+$303K
|
+4,727
|
New
|
|
|
562
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$300K
|
–
|
–
|
–
|
|
|
563
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$299K
|
–
|
–
|
–
|
|
|
564
|
Weatherly Asset Management
Del Mar,
California
|
$296K
|
–
|
–
|
–
|
|
|
565
|
Glassman Wealth Services
Vienna,
Virginia
|
$295K
|
+$95.6K
|
+1,491
|
+48%
|
|
|
566
|
Lionshead Wealth Management
New York
|
$292K
|
+$294K
|
+4,579
|
New
|
|
|
567
|
Westmount Partners
Los Angeles,
California
|
$291K
|
–
|
–
|
–
|
|
|
568
|
Park Avenue Securities
New York
|
$290K
|
+$12K
|
+187
|
+4%
|
|
|
569
|
Tyche Wealth Partners
Plano,
Texas
|
$289K
|
–
|
–
|
–
|
|
|
570
|
Financial Insights
Tacoma,
Washington
|
$289K
|
–
|
–
|
–
|
|
|
571
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$287K
|
–
|
–
|
–
|
|
|
572
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$287K
|
–
|
–
|
–
|
|
|
573
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$285K
|
+$287K
|
+4,472
|
New
|
|
|
574
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$283K
|
–
|
–
|
–
|
|
|
575
|
SOL Capital Management
Rockville,
Maryland
|
$280K
|
–
|
–
|
–
|
|
