|
351
|
Asset Dedication LLC
San Francisco,
California
|
$778K
|
–
|
–
|
–
|
|
|
352
|
Rockbridge Investment Management
Syracuse,
New York
|
$769K
|
–
|
–
|
–
|
|
|
353
|
Goldstein Munger & Associates
San Ramon,
California
|
$767K
|
–
|
–
|
–
|
|
|
354
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$764K
|
-$14.7K
|
-283
|
-2%
|
|
|
355
|
TD Private Client Wealth
New York
|
$750K
|
+$37.2K
|
+718
|
+5%
|
|
|
356
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$749K
|
+$111K
|
+2,151
|
+17%
|
|
|
357
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$746K
|
–
|
–
|
–
|
|
|
358
|
BTC Capital Management
Des Moines,
Iowa
|
$745K
|
–
|
–
|
–
|
|
|
359
|
Stephens Inc
Little Rock,
Arkansas
|
$736K
|
–
|
–
|
–
|
|
|
360
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$723K
|
–
|
–
|
–
|
|
|
361
|
Marcum Wealth
Cleveland,
Ohio
|
$722K
|
+$40K
|
+772
|
+6%
|
|
|
362
|
Conning Inc
Hartford,
Connecticut
|
$713K
|
–
|
–
|
–
|
|
|
363
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$699K
|
+$17K
|
+328
|
+2%
|
|
|
364
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$691K
|
+$40.5K
|
+781
|
+6%
|
|
|
365
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$682K
|
+$39.7K
|
+766
|
+6%
|
|
|
366
|
Vontobel Holding
Zurich,
Switzerland
|
$680K
|
–
|
–
|
–
|
|
|
367
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$675K
|
–
|
–
|
–
|
|
|
368
|
L.J. Altfest & Co
New York
|
$666K
|
+$13.7K
|
+265
|
+2%
|
|
|
369
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$660K
|
–
|
–
|
–
|
|
|
370
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$659K
|
+$171K
|
+3,301
|
+34%
|
|
|
371
|
Kalos Management
Alpharetta,
Georgia
|
$658K
|
+$26.1K
|
+503
|
+4%
|
|
|
372
|
RNC Capital Management
Los Angeles,
California
|
$656K
|
–
|
–
|
–
|
|
|
373
|
Prosperity Planning
Kansas City,
Missouri
|
$653K
|
-$46.4K
|
-896
|
-7%
|
|
|
374
|
MA Private Wealth
San Carlos,
California
|
$649K
|
-$10.6K
|
-204
|
-2%
|
|
|
375
|
SouthState Corp
Winter Haven,
Florida
|
$635K
|
-$3.11K
|
-60
|
-0.5%
|
|
