|
676
|
Wealthspire Advisors (New York)
New York
|
$326K
|
+$235K
|
+9,978
|
+279%
|
|
|
677
|
PDS Planning
Dublin,
Ohio
|
$325K
|
-$15.6K
|
-662
|
-5%
|
|
|
678
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$325K
|
+$39.2K
|
+1,664
|
+14%
|
|
|
679
|
Perigon Wealth Management
San Francisco,
California
|
$323K
|
+$2.94K
|
+125
|
+0.9%
|
|
|
680
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$320K
|
+$33K
|
+1,400
|
+12%
|
|
|
681
|
Invested Advisors
State College,
Pennsylvania
|
$319K
|
+$312K
|
+13,263
|
New
|
|
|
682
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
683
|
RHS Financial
San Francisco,
California
|
$316K
|
-$19.3K
|
-818
|
-6%
|
|
|
684
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$313K
|
+$66.9K
|
+2,838
|
+28%
|
|
|
685
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$313K
|
+$24.1K
|
+1,025
|
+9%
|
|
|
686
|
HUB Investment Partners
Austin,
Texas
|
$312K
|
+$2.52K
|
+107
|
+0.8%
|
|
|
687
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$310K
|
–
|
–
|
–
|
|
|
688
|
CFC Planning Company
Cicero,
Indiana
|
$310K
|
-$52.2K
|
-2,215
|
-15%
|
|
|
689
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$310K
|
+$41.2K
|
+1,747
|
+16%
|
|
|
690
|
Capstone Investment Advisors
New York
|
$310K
|
-$972K
|
-41,273
|
-76%
|
|
|
691
|
Personal CFO Solutions
Chester,
New Jersey
|
$310K
|
+$45.3K
|
+1,921
|
+17%
|
|
|
692
|
R Squared
Central,
Hong Kong
|
$310K
|
+$105K
|
+4,472
|
+53%
|
|
|
693
|
West Michigan Advisors
Holland,
Michigan
|
$309K
|
-$19.7K
|
-836
|
-6%
|
|
|
694
|
Kingswood Wealth Advisors
San Diego,
California
|
$308K
|
-$4.67K
|
-198
|
-2%
|
|
|
695
|
True Link Financial Advisors
San Francisco,
California
|
$307K
|
–
|
–
|
–
|
|
|
696
|
Patten & Patten
Chattanooga,
Tennessee
|
$307K
|
-$41.2K
|
-1,750
|
-12%
|
|
|
697
|
Clear Creek Financial Management
Silverdale,
Washington
|
$306K
|
+$10.3K
|
+439
|
+4%
|
|
|
698
|
XXI Wealth LLC
Chicago,
Illinois
|
$305K
|
+$299K
|
+12,706
|
New
|
|
|
699
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$299K
|
-$683
|
-29
|
-0.2%
|
|
|
700
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$299K
|
-$13.3K
|
-566
|
-4%
|
|
