|
676
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2.57M
|
–
|
–
|
–
|
|
|
677
|
|
$2.57M
|
–
|
–
|
–
|
|
|
678
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$2.56M
|
+$711K
|
+8,977
|
+38%
|
|
|
679
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$2.55M
|
-$438K
|
-5,525
|
-14%
|
|
|
680
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$2.54M
|
+$2.57M
|
+32,473
|
New
|
|
|
681
|
Manchester Capital Management
Manchester,
Vermont
|
$2.54M
|
+$509K
|
+6,420
|
+25%
|
|
|
682
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.53M
|
+$5.94K
|
+75
|
+0.2%
|
|
|
683
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.53M
|
+$218K
|
+2,749
|
+9%
|
|
|
684
|
Capital Group Private Client Services
Los Angeles,
California
|
$2.52M
|
+$74K
|
+934
|
+3%
|
|
|
685
|
Community Bank
Dewitt,
New York
|
$2.51M
|
-$54.7K
|
-690
|
-2%
|
|
|
686
|
AQR Capital Management
Greenwich,
Connecticut
|
$2.5M
|
+$1.32M
|
+16,606
|
+108%
|
|
|
687
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$2.49M
|
-$68K
|
-858
|
-3%
|
|
|
688
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2.48M
|
+$2.5M
|
+31,534
|
+16,510%
|
|
|
689
|
Unionview LLC
Seattle,
Washington
|
$2.48M
|
+$111K
|
+1,405
|
+5%
|
|
|
690
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$2.47M
|
–
|
–
|
–
|
|
|
691
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$2.46M
|
-$234K
|
-2,957
|
-9%
|
|
|
692
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$2.46M
|
-$25.7K
|
-325
|
-1%
|
|
|
693
|
Financial Insights
Tacoma,
Washington
|
$2.46M
|
+$111K
|
+1,398
|
+5%
|
|
|
694
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.45M
|
-$246K
|
-3,106
|
-9%
|
|
|
695
|
ACAS LLC
Rancho Santa Fe,
California
|
$2.44M
|
-$157K
|
-1,988
|
-6%
|
|
|
696
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$2.43M
|
-$37.9K
|
-478
|
-2%
|
|
|
697
|
Fidelis Capital Partners
Tampa,
Florida
|
$2.43M
|
+$121K
|
+1,530
|
+5%
|
|
|
698
|
Lion Street Advisors
Austin,
Texas
|
$2.43M
|
-$90.1K
|
-1,138
|
-4%
|
|
|
699
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.39M
|
+$2.42M
|
+30,522
|
New
|
|
|
700
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$2.39M
|
-$715K
|
-9,029
|
-23%
|
|
