|
476
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$319K
|
–
|
–
|
–
|
|
|
477
|
Fountainhead AM
Warren,
New Jersey
|
$319K
|
+$20K
|
+182
|
+6%
|
|
|
478
|
Oakworth Capital
Birmingham,
Alabama
|
$317K
|
-$5.28K
|
-48
|
-2%
|
|
|
479
|
CVA Family Office
Denver,
Colorado
|
$316K
|
-$73.2K
|
-665
|
-16%
|
|
|
480
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$313K
|
+$14.2K
|
+129
|
+5%
|
|
|
481
|
MONECO Advisors
Fairfield,
Connecticut
|
$305K
|
+$315K
|
+2,862
|
New
|
|
|
482
|
WesBanco Bank
Wheeling,
West Virginia
|
$301K
|
-$440
|
-4
|
-0.1%
|
|
|
483
|
Gyroscope Capital Management Group
Naples,
Florida
|
$301K
|
-$330
|
-3
|
-0.1%
|
|
|
484
|
Global Retirement Partners
San Rafael,
California
|
$299K
|
+$112K
|
+1,013
|
+56%
|
|
|
485
|
BSW Wealth Partners
Boulder,
Colorado
|
$297K
|
-$1.65K
|
-15
|
-0.5%
|
|
|
486
|
Prosperity Planning
Kansas City,
Missouri
|
$297K
|
–
|
–
|
–
|
|
|
487
|
CRA Financial Services
Northfield,
New Jersey
|
$293K
|
–
|
–
|
–
|
|
|
488
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$289K
|
+$11.1K
|
+101
|
+4%
|
|
|
489
|
Montecito Bank & Trust
Santa Barbara,
California
|
$287K
|
–
|
–
|
–
|
|
|
490
|
9258 Wealth Management
Blue Ash,
Ohio
|
$283K
|
+$881
|
+8
|
+0.3%
|
|
|
491
|
Kaizen Financial Strategies
Campbell,
California
|
$277K
|
+$287K
|
+2,604
|
New
|
|
|
492
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$275K
|
–
|
–
|
–
|
|
|
493
|
Orin Green Financial
San Diego,
California
|
$273K
|
–
|
–
|
–
|
|
|
494
|
TownSquare Capital
Provo,
Utah
|
$272K
|
-$15.4K
|
-140
|
-5%
|
|
|
495
|
|
$265K
|
–
|
–
|
–
|
|
|
496
|
Regis Management Company
Menlo Park,
California
|
$262K
|
–
|
–
|
–
|
|
|
497
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$261K
|
+$22.3K
|
+203
|
+9%
|
|
|
498
|
Clarius Group LLC
Seattle,
Washington
|
$260K
|
–
|
–
|
–
|
|
|
499
|
Advisor Partners
Walnut Creek,
California
|
$259K
|
+$268K
|
+2,430
|
New
|
|
|
500
|
Bessemer Group
Woodbridge,
New Jersey
|
$253K
|
–
|
–
|
–
|
|
