|
301
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$247K
|
–
|
–
|
–
|
|
|
302
|
Affinity Wealth Management
Wilmington,
Delaware
|
$246K
|
–
|
–
|
–
|
|
|
303
|
Private Trust Company
Cleveland,
Ohio
|
$243K
|
–
|
–
|
–
|
|
|
304
|
Steward Partners Investment Advisory
New York
|
$235K
|
-$83.1K
|
-972
|
-26%
|
|
|
305
|
FAS Wealth Partners
Leawood,
Kansas
|
$235K
|
+$86
|
+1
|
+0%
|
|
|
306
|
Perennial Investment Advisors
Los Angeles,
California
|
$235K
|
+$1.97K
|
+23
|
+0.8%
|
|
|
307
|
KFA Private Wealth Group
Tysons,
Virginia
|
$235K
|
+$18K
|
+210
|
+8%
|
|
|
308
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$220K
|
–
|
–
|
–
|
|
|
309
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$219K
|
-$134K
|
-1,565
|
-37%
|
|
|
310
|
Private Capital Group
West Hartford,
Connecticut
|
$214K
|
-$27.2K
|
-318
|
-11%
|
|
|
311
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$212K
|
+$218K
|
+2,550
|
New
|
|
|
312
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$210K
|
-$61K
|
-713
|
-22%
|
|
|
313
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$210K
|
–
|
–
|
–
|
|
|
314
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$206K
|
–
|
–
|
–
|
|
|
315
|
Abacus Wealth Partners
Santa Monica,
California
|
$201K
|
–
|
–
|
–
|
|
|
316
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$201K
|
–
|
–
|
–
|
|
|
317
|
Howe & Rusling
Rochester,
New York
|
$196K
|
–
|
–
|
–
|
|
|
318
|
Firestone Capital Management
Coral Gables,
Florida
|
$195K
|
–
|
–
|
–
|
|
|
319
|
Eaton Vance Management
Boston,
Massachusetts
|
$183K
|
–
|
–
|
–
|
|
|
320
|
Focused Wealth Management
Newburgh,
New York
|
$179K
|
-$3.68K
|
-43
|
-2%
|
|
|
321
|
AssetMark Inc
Concord,
California
|
$170K
|
+$1.8K
|
+21
|
+1%
|
|
|
322
|
Liberty Wealth Management
Oakland,
California
|
$166K
|
+$78.7K
|
+921
|
+95%
|
|
|
323
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$157K
|
–
|
–
|
–
|
|
|
324
|
Clearstead Trust
Portland,
Maine
|
$156K
|
–
|
–
|
–
|
|
|
325
|
Affiance Financial
St. Louis Park,
Minnesota
|
$155K
|
–
|
–
|
–
|
|
