|
551
|
Affinity Investment Advisors
Newport Beach,
California
|
$501K
|
–
|
–
|
–
|
|
|
552
|
Ballentine Partners
Waltham,
Massachusetts
|
$497K
|
+$69.8K
|
+1,536
|
+19%
|
|
|
553
|
Fortem Financial Group
Palm Desert,
California
|
$495K
|
+$41.9K
|
+923
|
+11%
|
|
|
554
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$490K
|
+$55.7K
|
+1,225
|
+15%
|
|
|
555
|
Perritt Capital Management
Chicago,
Illinois
|
$490K
|
-$1.14K
|
-25
|
-0.3%
|
|
|
556
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$489K
|
-$108K
|
-2,371
|
-20%
|
|
|
557
|
International Assets Investment Management
Orlando,
Florida
|
$489K
|
+$425K
|
+9,347
|
New
|
|
|
558
|
Cohen Klingenstein
New York
|
$486K
|
–
|
–
|
–
|
|
|
559
|
Donor Advised Charitable Giving
San Francisco,
California
|
$481K
|
–
|
–
|
–
|
|
|
560
|
White Pine Capital
Bloomington,
Minnesota
|
$477K
|
-$4.32K
|
-95
|
-1%
|
|
|
561
|
HB Wealth Management
Atlanta,
Georgia
|
$475K
|
-$4.36K
|
-96
|
-1%
|
|
|
562
|
Hedges Asset Management
Reno,
Nevada
|
$475K
|
–
|
–
|
–
|
|
|
563
|
Modera Wealth Management
Westwood,
New Jersey
|
$472K
|
-$1.95K
|
-43
|
-0.5%
|
|
|
564
|
AIMZ Investment Advisors
Los Altos,
California
|
$471K
|
-$31.8K
|
-699
|
-7%
|
|
|
565
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$471K
|
-$14.8K
|
-325
|
-4%
|
|
|
566
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$469K
|
+$87.6K
|
+1,929
|
+28%
|
|
|
567
|
Caprock Group
Boise,
Idaho
|
$464K
|
-$29.3K
|
-645
|
-7%
|
|
|
568
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$460K
|
+$273
|
+6
|
+0.1%
|
|
|
569
|
Sapient Capital
Indianapolis,
Indiana
|
$455K
|
–
|
–
|
–
|
|
|
570
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$454K
|
–
|
–
|
–
|
|
|
571
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$453K
|
+$4.04K
|
+89
|
+1%
|
|
|
572
|
Summit Trail Advisors
New York
|
$453K
|
+$175K
|
+3,857
|
+82%
|
|
|
573
|
Tempus Wealth Planning
Irvine,
California
|
$451K
|
+$11.5K
|
+254
|
+3%
|
|
|
574
|
Wimmer Associates 1
Pasadena,
California
|
$450K
|
-$2.95K
|
-65
|
-0.8%
|
|
|
575
|
GeoWealth Management
Chicago,
Illinois
|
$449K
|
+$387K
|
+8,512
|
New
|
|
