|
451
|
Trivium Point Advisory
Westport,
Connecticut
|
$364K
|
-$11.7K
|
-142
|
-3%
|
|
|
452
|
Financial Engines Advisors
Santa Clara,
California
|
$362K
|
+$30.2K
|
+368
|
+9%
|
|
|
453
|
Evoke Wealth
Los Angeles,
California
|
$361K
|
+$368K
|
+4,477
|
New
|
|
|
454
|
Narus Financial Partners
Salt Lake City,
Utah
|
$361K
|
+$9.45K
|
+115
|
+3%
|
|
|
455
|
Dimension Capital Management
Coral Gables,
Florida
|
$357K
|
+$124K
|
+1,508
|
+52%
|
|
|
456
|
Worth Asset Management
Dallas,
Texas
|
$356K
|
+$26.5K
|
+322
|
+8%
|
|
|
457
|
Viewpoint Capital Management
Seattle,
Washington
|
$356K
|
-$71.9K
|
-875
|
-17%
|
|
|
458
|
Principal Securities
Des Moines,
Iowa
|
$351K
|
+$340K
|
+4,134
|
+1,896%
|
|
|
459
|
Clark Asset Management
Stratham,
New Hampshire
|
$349K
|
+$31.9K
|
+388
|
+10%
|
|
|
460
|
Resolute Advisors
San Francisco,
California
|
$348K
|
+$51.2K
|
+623
|
+17%
|
|
|
461
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$347K
|
–
|
–
|
–
|
|
|
462
|
Edge Wealth Management
New York
|
$344K
|
–
|
–
|
–
|
|
|
463
|
Donor Advised Charitable Giving
San Francisco,
California
|
$339K
|
–
|
–
|
–
|
|
|
464
|
Holderness Investments Company
Greensboro,
North Carolina
|
$336K
|
-$16.8K
|
-205
|
-5%
|
|
|
465
|
Lyell Wealth Management
Menlo Park,
California
|
$333K
|
–
|
–
|
–
|
|
|
466
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$332K
|
-$2.88K
|
-35
|
-0.8%
|
|
|
467
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$330K
|
–
|
–
|
–
|
|
|
468
|
Ignite Planners
San Clemente,
California
|
$329K
|
+$90.5K
|
+1,102
|
+40%
|
|
|
469
|
WestEnd Advisors
Charlotte,
North Carolina
|
$329K
|
+$100K
|
+1,217
|
+43%
|
|
|
470
|
WealthShield Partners
Cary,
North Carolina
|
$328K
|
-$30.9K
|
-376
|
-8%
|
|
|
471
|
Freestone Capital Holdings
Seattle,
Washington
|
$328K
|
+$10.7K
|
+130
|
+3%
|
|
|
472
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$327K
|
-$20.5K
|
-250
|
-6%
|
|
|
473
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$327K
|
+$12.2K
|
+149
|
+4%
|
|
|
474
|
Embree Financial Group
Chicago,
Illinois
|
$326K
|
+$11.6K
|
+141
|
+4%
|
|
|
475
|
Birnam Oak Advisors
New York
|
$323K
|
–
|
–
|
–
|
|
