|
251
|
Fort Point Capital Partners
San Francisco,
California
|
$493K
|
–
|
–
|
–
|
|
|
252
|
Falcon Wealth Planning
Ontario,
California
|
$491K
|
-$26.1K
|
-741
|
-5%
|
|
|
253
|
Affinity Capital Advisors
Berkeley,
California
|
$490K
|
-$126K
|
-3,584
|
-20%
|
|
|
254
|
Freedom Investment Management
Hartford,
Connecticut
|
$480K
|
+$163K
|
+4,609
|
+47%
|
|
|
255
|
Snowden Capital Advisors
New York
|
$479K
|
+$29.1K
|
+824
|
+6%
|
|
|
256
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$475K
|
-$29.4K
|
-834
|
-6%
|
|
|
257
|
Hardy Reed
Tupelo,
Mississippi
|
$473K
|
+$58.1K
|
+1,646
|
+13%
|
|
|
258
|
Wharton Business Group
Malvern,
Pennsylvania
|
$463K
|
-$75K
|
-2,125
|
-13%
|
|
|
259
|
Regal Investment Advisors
Kentwood,
Michigan
|
$454K
|
+$15.5K
|
+440
|
+3%
|
|
|
260
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$454K
|
–
|
–
|
–
|
|
|
261
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$450K
|
+$69.6K
|
+1,973
|
+17%
|
|
|
262
|
SVB Wealth
Boston,
Massachusetts
|
$446K
|
+$472K
|
+13,372
|
New
|
|
|
263
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$446K
|
+$505K
|
+14,310
|
New
|
|
|
264
|
TriaGen Wealth Management
Calabasas,
California
|
$445K
|
-$18K
|
-509
|
-4%
|
|
|
265
|
Corrigan Financial
Middletown,
Rhode Island
|
$444K
|
+$18.3K
|
+518
|
+4%
|
|
|
266
|
Ameraudi Asset Management
New York
|
$444K
|
–
|
–
|
–
|
|
|
267
|
Pure Financial Advisors
San Diego,
California
|
$444K
|
+$69.7K
|
+1,976
|
+17%
|
|
|
268
|
Coldstream Capital Management
Bellevue,
Washington
|
$441K
|
-$5.26K
|
-149
|
-1%
|
|
|
269
|
Fortis Capital Management
Bellevue,
Washington
|
$440K
|
+$12K
|
+339
|
+3%
|
|
|
270
|
Private Trust Company
Cleveland,
Ohio
|
$437K
|
–
|
–
|
–
|
|
|
271
|
Sage Advisory Services
Austin,
Texas
|
$434K
|
+$7.76K
|
+220
|
+2%
|
|
|
272
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$431K
|
+$456K
|
+12,912
|
New
|
|
|
273
|
Portland Global Advisors
Portland,
Maine
|
$431K
|
-$3.53K
|
-100
|
-0.8%
|
|
|
274
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$429K
|
-$16.1K
|
-457
|
-3%
|
|
|
275
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$419K
|
-$207K
|
-5,863
|
-32%
|
|
