|
351
|
Tarbox Family Office
Newport Beach,
California
|
$325K
|
+$6.1K
|
+180
|
+2%
|
|
|
352
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$324K
|
+$85.5K
|
+2,521
|
+34%
|
|
|
353
|
Brightworth
Atlanta,
Georgia
|
$322K
|
+$55.7K
|
+1,644
|
+20%
|
|
|
354
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$318K
|
–
|
–
|
–
|
|
|
355
|
American Portfolios Advisors
Holbrook,
New York
|
$317K
|
-$765K
|
-22,551
|
-70%
|
|
|
356
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$317K
|
–
|
–
|
–
|
|
|
357
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$316K
|
-$305K
|
-9,007
|
-47%
|
|
|
358
|
Larson Financial Group
St Louis,
Missouri
|
$315K
|
+$36.9K
|
+1,087
|
+13%
|
|
|
359
|
Pathstone Family Office
Englewood,
New Jersey
|
$315K
|
+$330K
|
+9,735
|
New
|
|
|
360
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$314K
|
+$329K
|
+9,708
|
New
|
|
|
361
|
Intrua Financial
Houston,
Texas
|
$312K
|
-$422K
|
-12,447
|
-56%
|
|
|
362
|
Lantz Financial
Naperville,
Illinois
|
$309K
|
-$715K
|
-21,080
|
-69%
|
|
|
363
|
Aspire Private Capital
Cornelius,
North Carolina
|
$309K
|
-$2.88K
|
-85
|
-0.9%
|
|
|
364
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$305K
|
+$42.3K
|
+1,247
|
+15%
|
|
|
365
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$304K
|
-$500K
|
-14,743
|
-61%
|
|
|
366
|
Western Wealth Management
Golden,
Colorado
|
$300K
|
-$324K
|
-9,550
|
-51%
|
|
|
367
|
Waypoint Wealth Partners
Mill Valley,
California
|
$300K
|
+$91.2K
|
+2,690
|
+41%
|
|
|
368
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$298K
|
-$88.5K
|
-2,609
|
-22%
|
|
|
369
|
Evergreen Capital Management
Bellevue,
Washington
|
$297K
|
-$71.2K
|
-2,100
|
-19%
|
|
|
370
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$297K
|
-$10.7K
|
-315
|
-3%
|
|
|
371
|
Karp Capital Management
Sausalito,
California
|
$296K
|
–
|
–
|
–
|
|
|
372
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$295K
|
-$2.19M
|
-64,537
|
-88%
|
|
|
373
|
Huntington National Bank
Columbus,
Ohio
|
$293K
|
–
|
–
|
–
|
|
|
374
|
Tortoise Investment Management
White Plains,
New York
|
$293K
|
+$119K
|
+3,510
|
+63%
|
|
|
375
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$292K
|
-$30.1K
|
-887
|
-9%
|
|
