|
501
|
Domani Wealth
Lancaster,
Pennsylvania
|
$262K
|
–
|
–
|
–
|
|
|
502
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$262K
|
+$317K
|
+1,194
|
New
|
|
|
503
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$259K
|
-$34.5K
|
-130
|
-10%
|
|
|
504
|
Symphony Financial
Houston,
Texas
|
$257K
|
+$305K
|
+1,150
|
New
|
|
|
505
|
Vigilant Capital Management
Portland,
Maine
|
$256K
|
-$82.9K
|
-312
|
-21%
|
|
|
506
|
Capital Planning Advisors
Roseville,
California
|
$256K
|
-$69.1K
|
-260
|
-18%
|
|
|
507
|
Caprock Group
Boise,
Idaho
|
$254K
|
-$571K
|
-2,150
|
-65%
|
|
|
508
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$254K
|
-$17K
|
-64
|
-5%
|
|
|
509
|
Abbrea Capital
Greenbrae,
California
|
$252K
|
+$66.4K
|
+250
|
+28%
|
|
|
510
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$250K
|
–
|
–
|
–
|
|
|
511
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$247K
|
–
|
–
|
–
|
|
|
512
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$247K
|
+$299K
|
+1,125
|
New
|
|
|
513
|
Zhang Financial
Portage,
Michigan
|
$246K
|
–
|
–
|
–
|
|
|
514
|
EPG Wealth Management
Atlanta,
Georgia
|
$246K
|
+$119K
|
+449
|
+67%
|
|
|
515
|
Essex Financial Services
Essex,
Connecticut
|
$244K
|
+$295K
|
+1,111
|
New
|
|
|
516
|
Kelleher Financial Advisors
New York
|
$244K
|
+$296K
|
+1,116
|
New
|
|
|
517
|
SkyOak Wealth
Southfield,
Michigan
|
$242K
|
-$19.7K
|
-74
|
-6%
|
|
|
518
|
Smith, Moore & Co
Clayton,
Missouri
|
$242K
|
+$294K
|
+1,105
|
New
|
|
|
519
|
Financial Advocates Investment Management
Olympia,
Washington
|
$241K
|
-$3.58M
|
-13,460
|
-92%
|
|
|
520
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$241K
|
–
|
–
|
–
|
|
|
521
|
Plancorp LLC
Saint Louis,
Missouri
|
$241K
|
+$6.91K
|
+26
|
+2%
|
|
|
522
|
F3Logic
Burnsville,
Minnesota
|
$240K
|
+$3.45K
|
+13
|
+1%
|
|
|
523
|
Mercer Global Advisors
Denver,
Colorado
|
$237K
|
-$265K
|
-999
|
-48%
|
|
|
524
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$237K
|
-$133K
|
-502
|
-32%
|
|
|
525
|
Neumann Capital Management
Foster City,
California
|
$237K
|
–
|
–
|
–
|
|
