|
1051
|
Epic Trust Investment Advisors
Richland,
Washington
|
$414K
|
-$177K
|
-1,613
|
-31%
|
|
|
1052
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$411K
|
+$15.7K
|
+143
|
+4%
|
|
|
1053
|
Moran Wealth Management
Naples,
Florida
|
$411K
|
-$91.5K
|
-832
|
-19%
|
|
|
1054
|
EPIQ Partners
Minneapolis,
Minnesota
|
$405K
|
+$61.6K
|
+560
|
+19%
|
|
|
1055
|
Single Point Partners
Boston,
Massachusetts
|
$403K
|
+$7.26K
|
+66
|
+2%
|
|
|
1056
|
MMBG Investment Advisors
Miami,
Florida
|
$402K
|
–
|
–
|
–
|
|
|
1057
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$401K
|
-$9.79K
|
-89
|
-2%
|
|
|
1058
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$400K
|
+$390K
|
+3,543
|
New
|
|
|
1059
|
CX Institutional
Auburn,
Indiana
|
$399K
|
+$40.5K
|
+368
|
+12%
|
|
|
1060
|
|
$398K
|
–
|
–
|
–
|
|
|
1061
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$394K
|
–
|
–
|
–
|
|
|
1062
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$393K
|
–
|
–
|
–
|
|
|
1063
|
Boston Financial Management
Boston,
Massachusetts
|
$393K
|
-$7.26K
|
-66
|
-2%
|
|
|
1064
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$393K
|
-$854K
|
-7,763
|
-69%
|
|
|
1065
|
Centaurus Financial
Anaheim,
California
|
$391K
|
+$132K
|
+1,201
|
+53%
|
|
|
1066
|
HoyleCohen
San Diego,
California
|
$390K
|
-$83.7K
|
-761
|
-18%
|
|
|
1067
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$388K
|
+$378K
|
+3,439
|
New
|
|
|
1068
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$387K
|
-$131K
|
-1,190
|
-26%
|
|
|
1069
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$386K
|
-$2.29M
|
-20,796
|
-86%
|
|
|
1070
|
HF Advisory Group
Annapolis,
Maryland
|
$386K
|
+$4.4K
|
+40
|
+1%
|
|
|
1071
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$383K
|
-$4.18K
|
-38
|
-1%
|
|
|
1072
|
Parallel Advisors
San Francisco,
California
|
$381K
|
+$53.9K
|
+490
|
+17%
|
|
|
1073
|
Grandfield & Dodd
New York
|
$380K
|
–
|
–
|
–
|
|
|
1074
|
Roundview Capital
Princeton,
New Jersey
|
$378K
|
+$112K
|
+1,020
|
+44%
|
|
|
1075
|
9258 Wealth Management
Blue Ash,
Ohio
|
$377K
|
+$34.7K
|
+315
|
+10%
|
|
