|
526
|
Single Point Partners
Boston,
Massachusetts
|
$402K
|
+$10.8K
|
+77
|
+3%
|
|
|
527
|
WesBanco Bank
Wheeling,
West Virginia
|
$398K
|
–
|
–
|
–
|
|
|
528
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$397K
|
+$10.1K
|
+72
|
+3%
|
|
|
529
|
Venturi Wealth Management
Austin,
Texas
|
$396K
|
-$7K
|
-50
|
-2%
|
|
|
530
|
Fort Point Capital Partners
San Francisco,
California
|
$394K
|
–
|
–
|
–
|
|
|
531
|
Essex Financial Services
Essex,
Connecticut
|
$393K
|
+$13.2K
|
+94
|
+4%
|
|
|
532
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$390K
|
-$374K
|
-2,669
|
-50%
|
|
|
533
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$390K
|
–
|
–
|
–
|
|
|
534
|
Belpointe Asset Management
Reno,
Nevada
|
$389K
|
-$247K
|
-1,762
|
-40%
|
|
|
535
|
Financial Engines Advisors
Santa Clara,
California
|
$389K
|
-$4.06K
|
-29
|
-1%
|
|
|
536
|
Vivaldi Capital Management
Chicago,
Illinois
|
$385K
|
–
|
–
|
–
|
|
|
537
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$382K
|
–
|
–
|
–
|
|
|
538
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$380K
|
+$140
|
+1
|
+0%
|
|
|
539
|
NerdWallet Wealth Partners
New York
|
$379K
|
+$365K
|
+2,603
|
New
|
|
|
540
|
Clearstead Advisors
Cleveland,
Ohio
|
$378K
|
-$11.6K
|
-83
|
-3%
|
|
|
541
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$373K
|
+$91K
|
+650
|
+34%
|
|
|
542
|
Leverty Financial Group
Hudson,
Wisconsin
|
$372K
|
–
|
–
|
–
|
|
|
543
|
Semitam Bonam
Goshen,
New York
|
$370K
|
-$11.3K
|
-81
|
-3%
|
|
|
544
|
Seven Post Investment Office
San Francisco,
California
|
$369K
|
–
|
–
|
–
|
|
|
545
|
Kestra Investment Management
Austin,
Texas
|
$366K
|
+$352K
|
+2,513
|
New
|
|
|
546
|
Freestone Capital Holdings
Seattle,
Washington
|
$361K
|
-$77.7K
|
-555
|
-18%
|
|
|
547
|
Financial Services Advisory
Rockville,
Maryland
|
$356K
|
-$6.72K
|
-48
|
-2%
|
|
|
548
|
Argent Trust Co
Nashville,
Tennessee
|
$354K
|
-$61.6K
|
-440
|
-15%
|
|
|
549
|
CGC Financial Services
Lake Oswego,
Oregon
|
$352K
|
-$31.2K
|
-223
|
-8%
|
|
|
550
|
WrapManager Inc
Mill Valley,
California
|
$352K
|
+$94.7K
|
+676
|
+39%
|
|
