|
551
|
Fort Point Capital Partners
San Francisco,
California
|
$455K
|
–
|
–
|
–
|
|
|
552
|
Barclays
London,
United Kingdom
|
$452K
|
–
|
–
|
–
|
|
|
553
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$451K
|
–
|
–
|
–
|
|
|
554
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$445K
|
+$7.12K
|
+45
|
+2%
|
|
|
555
|
Magnus Financial Group
New York
|
$445K
|
-$25.1K
|
-159
|
-6%
|
|
|
556
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$442K
|
+$70.5K
|
+446
|
+20%
|
|
|
557
|
Liberty Atlantic Advisors
Allen,
Texas
|
$439K
|
-$35.6K
|
-225
|
-8%
|
|
|
558
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$434K
|
-$62.3K
|
-394
|
-13%
|
|
|
559
|
|
$434K
|
+$139K
|
+877
|
+49%
|
|
|
560
|
Heritage Family Offices
Scottsdale,
Arizona
|
$433K
|
-$67.2K
|
-425
|
-14%
|
|
|
561
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$433K
|
+$419K
|
+2,647
|
New
|
|
|
562
|
Trek Financial
Scottsdale,
Arizona
|
$429K
|
+$51.7K
|
+327
|
+14%
|
|
|
563
|
Broussard Financial Group
Kaplan,
Louisiana
|
$426K
|
-$10.1K
|
-64
|
-2%
|
|
|
564
|
Cary Street Partners
Richmond,
Virginia
|
$426K
|
-$89.3K
|
-565
|
-18%
|
|
|
565
|
One Day In July LLC
Burlington,
Vermont
|
$426K
|
–
|
–
|
–
|
|
|
566
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$425K
|
+$158
|
+1
|
+0%
|
|
|
567
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$418K
|
+$32.6K
|
+206
|
+9%
|
|
|
568
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$417K
|
-$4.43K
|
-28
|
-1%
|
|
|
569
|
Seven Post Investment Office
San Francisco,
California
|
$414K
|
–
|
–
|
–
|
|
|
570
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$410K
|
-$27.4K
|
-173
|
-6%
|
|
|
571
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$409K
|
–
|
–
|
–
|
|
|
572
|
Clean Yield Group
Norwich,
Vermont
|
$405K
|
–
|
–
|
–
|
|
|
573
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
574
|
Novare Capital Management
Charlotte,
North Carolina
|
$402K
|
–
|
–
|
–
|
|
|
575
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$401K
|
-$474
|
-3
|
-0.1%
|
|
