|
326
|
Vise Technologies
New York
|
$839K
|
–
|
–
|
–
|
|
|
327
|
Bell Investment Advisors
Oakland,
California
|
$833K
|
-$2.97K
|
-30
|
-0.3%
|
|
|
328
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$830K
|
+$16.8K
|
+170
|
+2%
|
|
|
329
|
Montecito Bank & Trust
Santa Barbara,
California
|
$827K
|
-$171K
|
-1,730
|
-17%
|
|
|
330
|
Kingswood Wealth Advisors
San Diego,
California
|
$826K
|
-$111K
|
-1,119
|
-11%
|
|
|
331
|
Courier Capital
Buffalo,
New York
|
$823K
|
-$95.3K
|
-963
|
-10%
|
|
|
332
|
|
$816K
|
+$845K
|
+8,539
|
New
|
|
|
333
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$816K
|
+$140K
|
+1,411
|
+20%
|
|
|
334
|
Per Stirling Capital Management
Austin,
Texas
|
$816K
|
-$7.92K
|
-80
|
-0.9%
|
|
|
335
|
Savvy Advisors Inc
New York
|
$810K
|
-$623K
|
-6,300
|
-43%
|
|
|
336
|
PDS Planning
Dublin,
Ohio
|
$798K
|
-$26.6K
|
-269
|
-3%
|
|
|
337
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$797K
|
+$216K
|
+2,180
|
+35%
|
|
|
338
|
Perennial Investment Advisors
Los Angeles,
California
|
$795K
|
-$524K
|
-5,293
|
-39%
|
|
|
339
|
Peak Financial Management
Wellesley,
Massachusetts
|
$793K
|
-$4.95K
|
-50
|
-0.6%
|
|
|
340
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$770K
|
–
|
–
|
–
|
|
|
341
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$763K
|
+$226K
|
+2,280
|
+40%
|
|
|
342
|
Sonoma Allocations
Santa Rosa,
California
|
$757K
|
+$113K
|
+1,143
|
+17%
|
|
|
343
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$757K
|
-$8.21K
|
-83
|
-1%
|
|
|
344
|
Aspiriant LLC
Los Angeles,
California
|
$754K
|
–
|
–
|
–
|
|
|
345
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$753K
|
+$274K
|
+2,773
|
+54%
|
|
|
346
|
Neuberger Berman Group
New York
|
$751K
|
+$528K
|
+5,339
|
+212%
|
|
|
347
|
Level Financial Advisors
East Amherst,
New York
|
$750K
|
–
|
–
|
–
|
|
|
348
|
Whittier Trust
South Pasadena,
California
|
$746K
|
-$891
|
-9
|
-0.1%
|
|
|
349
|
Concurrent Investment Advisors
Tampa,
Florida
|
$744K
|
+$365K
|
+3,692
|
+90%
|
|
|
350
|
Brighton Jones LLC
Seattle,
Washington
|
$728K
|
+$753K
|
+7,611
|
New
|
|
