|
701
|
Cohen Klingenstein
New York
|
$378K
|
–
|
–
|
–
|
|
|
702
|
Segment Wealth Management
Houston,
Texas
|
$377K
|
+$43.8K
|
+1,047
|
+15%
|
|
|
703
|
Romano Brothers & Co
Evanston,
Illinois
|
$375K
|
–
|
–
|
–
|
|
|
704
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$375K
|
-$3.91M
|
-93,608
|
-92%
|
|
|
705
|
World Investment Advisors
Santa Barbara,
California
|
$373K
|
+$54.8K
|
+1,310
|
+19%
|
|
|
706
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$373K
|
+$59.6K
|
+1,425
|
+21%
|
|
|
707
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$369K
|
-$334K
|
-8,000
|
-50%
|
|
|
708
|
Hendershot Investments
Centreville,
Virginia
|
$369K
|
–
|
–
|
–
|
|
|
709
|
|
$368K
|
-$7.82K
|
-187
|
-2%
|
|
|
710
|
Atomi Financial Group
New York
|
$368K
|
+$334K
|
+7,991
|
New
|
|
|
711
|
Platform Technology Partners
New York
|
$366K
|
–
|
–
|
–
|
|
|
712
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$363K
|
-$179K
|
-4,293
|
-35%
|
|
|
713
|
Groupe la Francaise
Paris,
France
|
$363K
|
-$54.4K
|
-1,301
|
-14%
|
|
|
714
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$363K
|
–
|
–
|
–
|
|
|
715
|
Vivaldi Capital Management
Chicago,
Illinois
|
$362K
|
+$1.3K
|
+31
|
+0.4%
|
|
|
716
|
Insight Advisors
Newtown,
Pennsylvania
|
$361K
|
–
|
–
|
–
|
|
|
717
|
Advanced Portfolio Management
New York
|
$361K
|
+$327K
|
+7,831
|
New
|
|
|
718
|
Snowden Capital Advisors
New York
|
$361K
|
+$30.3K
|
+726
|
+10%
|
|
|
719
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$361K
|
–
|
–
|
–
|
|
|
720
|
Riverwater Partners
Milwaukee,
Wisconsin
|
$360K
|
+$3.76K
|
+90
|
+1%
|
|
|
721
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$359K
|
-$15.8K
|
-378
|
-5%
|
|
|
722
|
Essex Savings Bank
Essex,
Connecticut
|
$356K
|
-$1.25K
|
-30
|
-0.4%
|
|
|
723
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$356K
|
+$323K
|
+7,722
|
New
|
|
|
724
|
Level Four Advisory Services
Dallas,
Texas
|
$354K
|
+$321K
|
+7,679
|
New
|
|
|
725
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$351K
|
-$26.1K
|
-625
|
-8%
|
|
