|
701
|
XML Financial
Bethesda,
Maryland
|
$321K
|
–
|
–
|
–
|
|
|
702
|
Boston Financial Management
Boston,
Massachusetts
|
$317K
|
-$276
|
-5
|
-0.1%
|
|
|
703
|
Essex Financial Services
Essex,
Connecticut
|
$316K
|
–
|
–
|
–
|
|
|
704
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$315K
|
+$302K
|
+5,474
|
New
|
|
|
705
|
|
$314K
|
-$89.7M
|
-1,625,239
|
-100%
|
|
|
706
|
Opes Wealth Management
Menlo Park,
California
|
$313K
|
–
|
–
|
–
|
|
|
707
|
Dopkins Wealth Management
Williamsville,
New York
|
$312K
|
-$13.6K
|
-247
|
-4%
|
|
|
708
|
Marco Investment Management
Atlanta,
Georgia
|
$312K
|
–
|
–
|
–
|
|
|
709
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$311K
|
+$1.05K
|
+19
|
+0.4%
|
|
|
710
|
Intelligence Driven Advisers
Carlsbad,
California
|
$311K
|
–
|
–
|
–
|
|
|
711
|
Nomura Asset Management
Tokyo,
Japan
|
$311K
|
–
|
–
|
–
|
|
|
712
|
Portside Wealth Group
Provo,
Utah
|
$311K
|
+$33.9K
|
+613
|
+13%
|
|
|
713
|
CRA Financial Services
Northfield,
New Jersey
|
$310K
|
–
|
–
|
–
|
|
|
714
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$308K
|
-$88.3K
|
-1,599
|
-23%
|
|
|
715
|
Vontobel Holding
Zurich,
Switzerland
|
$306K
|
-$95K
|
-1,721
|
-24%
|
|
|
716
|
James J. Burns & Company
Melville,
New York
|
$306K
|
-$8.84K
|
-160
|
-3%
|
|
|
717
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$304K
|
+$22K
|
+398
|
+8%
|
|
|
718
|
ORG Wealth Partners
Dallas,
Texas
|
$303K
|
+$291K
|
+5,263
|
New
|
|
|
719
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$303K
|
–
|
–
|
–
|
|
|
720
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$302K
|
+$290K
|
+5,248
|
New
|
|
|
721
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$301K
|
+$39.2K
|
+710
|
+16%
|
|
|
722
|
Douglass Winthrop Advisors
New York
|
$299K
|
+$287K
|
+5,203
|
New
|
|
|
723
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$299K
|
–
|
–
|
–
|
|
|
724
|
Freestone Capital Holdings
Seattle,
Washington
|
$298K
|
+$286K
|
+5,187
|
New
|
|
|
725
|
Diversify Wealth Management
Sandy,
Utah
|
$297K
|
+$297K
|
+5,384
|
New
|
|
