|
526
|
Brown Brothers Harriman & Co
New York
|
$342K
|
+$353K
|
+4,224
|
New
|
|
|
527
|
Kilter Group
Rhinebeck,
New York
|
$341K
|
+$352K
|
+4,211
|
New
|
|
|
528
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$337K
|
+$22.7K
|
+272
|
+7%
|
|
|
529
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$336K
|
–
|
–
|
–
|
|
|
530
|
Summit X LLC
Chesterfield,
Missouri
|
$336K
|
+$15.1K
|
+180
|
+5%
|
|
|
531
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$332K
|
-$1.84K
|
-22
|
-0.5%
|
|
|
532
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$330K
|
–
|
–
|
–
|
|
|
533
|
Principal Securities
Des Moines,
Iowa
|
$327K
|
+$9.2K
|
+110
|
+3%
|
|
|
534
|
WJ Wealth Management
Glendale,
Arizona
|
$324K
|
–
|
–
|
–
|
|
|
535
|
Clearview Wealth Advisors
Salem,
Oregon
|
$319K
|
-$31.4K
|
-375
|
-9%
|
|
|
536
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$315K
|
–
|
–
|
–
|
|
|
537
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$313K
|
–
|
–
|
–
|
|
|
538
|
Vise Technologies
New York
|
$312K
|
+$322K
|
+3,854
|
New
|
|
|
539
|
Univest Financial
Souderton,
Pennsylvania
|
$310K
|
–
|
–
|
–
|
|
|
540
|
KWB Wealth
Redlands,
California
|
$308K
|
-$12.2K
|
-146
|
-4%
|
|
|
541
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$307K
|
–
|
–
|
–
|
|
|
542
|
Trilogy Capital
Irvine,
California
|
$305K
|
+$315K
|
+3,768
|
New
|
|
|
543
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$304K
|
+$38.4K
|
+459
|
+14%
|
|
|
544
|
Everhart Financial Group
Dublin,
Ohio
|
$304K
|
+$60.3K
|
+721
|
+24%
|
|
|
545
|
Calton & Associates
Tampa,
Florida
|
$303K
|
+$313K
|
+3,748
|
New
|
|
|
546
|
CIBC World Market
Toronto,
Ontario, Canada
|
$302K
|
+$39.7K
|
+475
|
+15%
|
|
|
547
|
Cozad Asset Management
Champaign,
Illinois
|
$301K
|
–
|
–
|
–
|
|
|
548
|
Optima Capital
Beaverton,
Oregon
|
$299K
|
+$309K
|
+3,698
|
New
|
|
|
549
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$299K
|
+$3.76K
|
+45
|
+1%
|
|
|
550
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$297K
|
+$3.26K
|
+39
|
+1%
|
|
