|
251
|
Howland Capital Management
Boston,
Massachusetts
|
$620K
|
+$679K
|
+12,885
|
New
|
|
|
252
|
Embree Financial Group
Chicago,
Illinois
|
$613K
|
-$58.3K
|
-1,107
|
-8%
|
|
|
253
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$603K
|
+$661K
|
+12,546
|
New
|
|
|
254
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$603K
|
+$632
|
+12
|
+0.1%
|
|
|
255
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$587K
|
+$33.3K
|
+633
|
+5%
|
|
|
256
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$585K
|
-$83.3K
|
-1,581
|
-12%
|
|
|
257
|
Capital Performance Advisors
Walnut Creek,
California
|
$583K
|
+$2.9K
|
+55
|
+0.5%
|
|
|
258
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$577K
|
–
|
–
|
–
|
|
|
259
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$574K
|
–
|
–
|
–
|
|
|
260
|
HB Wealth Management
Atlanta,
Georgia
|
$572K
|
+$626K
|
+11,890
|
New
|
|
|
261
|
Leo Wealth LLC
Hurst,
Texas
|
$565K
|
-$527
|
-10
|
-0.1%
|
|
|
262
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$564K
|
+$618K
|
+11,725
|
New
|
|
|
263
|
Montag & Associates
Atlanta,
Georgia
|
$554K
|
–
|
–
|
–
|
|
|
264
|
Coppell Advisory Solutions
Coppell,
Texas
|
$551K
|
+$604K
|
+11,462
|
New
|
|
|
265
|
Valeo Financial Advisors
Carmel,
Indiana
|
$543K
|
-$18K
|
-342
|
-3%
|
|
|
266
|
Chevy Chase Trust
Bethesda,
Maryland
|
$542K
|
–
|
–
|
–
|
|
|
267
|
Cooper/Haims Advisors
Victor,
New York
|
$541K
|
–
|
–
|
–
|
|
|
268
|
New Republic Capital
Charlotte,
North Carolina
|
$535K
|
–
|
–
|
–
|
|
|
269
|
Brown Brothers Harriman & Co
New York
|
$532K
|
–
|
–
|
–
|
|
|
270
|
Oxbow Advisors
Austin,
Texas
|
$532K
|
–
|
–
|
–
|
|
|
271
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$530K
|
-$30.5K
|
-580
|
-5%
|
|
|
272
|
Madden Securities
Dallas,
Texas
|
$521K
|
+$570K
|
+10,832
|
New
|
|
|
273
|
Safeguard Investment Advisory Group
Corona,
California
|
$519K
|
-$346K
|
-6,574
|
-37%
|
|
|
274
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$516K
|
+$508K
|
+9,649
|
New
|
|
|
275
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$516K
|
-$15.4K
|
-293
|
-3%
|
|
