|
326
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$490K
|
–
|
–
|
–
|
|
|
327
|
HM Payson & Co
Portland,
Maine
|
$488K
|
–
|
–
|
–
|
|
|
328
|
MBE Wealth Management
Tomah,
Wisconsin
|
$488K
|
+$1.7K
|
+16
|
+0.4%
|
|
|
329
|
Argent Trust Co
Nashville,
Tennessee
|
$485K
|
+$43.9K
|
+412
|
+11%
|
|
|
330
|
Strategic Blueprint
Atlanta,
Georgia
|
$480K
|
-$113K
|
-1,059
|
-20%
|
|
|
331
|
Addison Advisors
Middlebury,
Vermont
|
$473K
|
–
|
–
|
–
|
|
|
332
|
WealthGarden F.S.
El Segundo,
California
|
$466K
|
-$20.3K
|
-191
|
-5%
|
|
|
333
|
Midland Wealth Advisors
Effingham,
Illinois
|
$462K
|
-$65K
|
-610
|
-13%
|
|
|
334
|
Coordinated Financial Services
Denver,
Colorado
|
$460K
|
–
|
–
|
–
|
|
|
335
|
Concurrent Investment Advisors
Tampa,
Florida
|
$453K
|
+$96.2K
|
+903
|
+30%
|
|
|
336
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$452K
|
-$30.9K
|
-290
|
-7%
|
|
|
337
|
West Wealth Group
Irvine,
California
|
$450K
|
-$2.66K
|
-25
|
-0.7%
|
|
|
338
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$449K
|
–
|
–
|
–
|
|
|
339
|
Marshall Wace
London,
United Kingdom
|
$444K
|
+$407K
|
+3,821
|
New
|
|
|
340
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$443K
|
-$18.2K
|
-171
|
-4%
|
|
|
341
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$441K
|
+$46.9K
|
+440
|
+13%
|
|
|
342
|
Kestra Investment Management
Austin,
Texas
|
$440K
|
+$214K
|
+2,010
|
+99%
|
|
|
343
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$436K
|
–
|
–
|
–
|
|
|
344
|
Close Asset Management
London,
United Kingdom
|
$431K
|
–
|
–
|
–
|
|
|
345
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$431K
|
–
|
–
|
–
|
|
|
346
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$429K
|
–
|
–
|
–
|
|
|
347
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$428K
|
+$27.3K
|
+256
|
+7%
|
|
|
348
|
Wealth Architects
Mountain View,
California
|
$425K
|
–
|
–
|
–
|
|
|
349
|
Per Stirling Capital Management
Austin,
Texas
|
$422K
|
-$5.96K
|
-56
|
-2%
|
|
|
350
|
KFA Private Wealth Group
Tysons,
Virginia
|
$422K
|
-$36.6K
|
-344
|
-9%
|
|
