|
326
|
Modera Wealth Management
Westwood,
New Jersey
|
$853K
|
+$287K
|
+2,209
|
+49%
|
|
|
327
|
O'Rourke & Company
Boston,
Massachusetts
|
$848K
|
-$19.5K
|
-150
|
-2%
|
|
|
328
|
My Personal CFO LLC
Vancouver,
Washington
|
$847K
|
+$1.95K
|
+15
|
+0.2%
|
|
|
329
|
Coastline Trust
Providence,
Rhode Island
|
$805K
|
–
|
–
|
–
|
|
|
330
|
TrinityPoint Wealth
Milford,
Connecticut
|
$804K
|
+$473K
|
+3,640
|
+135%
|
|
|
331
|
Smith, Moore & Co
Clayton,
Missouri
|
$799K
|
+$42.7K
|
+329
|
+5%
|
|
|
332
|
Marco Investment Management
Atlanta,
Georgia
|
$798K
|
+$54.8K
|
+422
|
+7%
|
|
|
333
|
Neuberger Berman Group
New York
|
$798K
|
+$350K
|
+2,691
|
+75%
|
|
|
334
|
Matisse Capital
Portland,
Oregon
|
$791K
|
–
|
–
|
–
|
|
|
335
|
Bailard
Foster City,
California
|
$789K
|
-$15.1K
|
-116
|
-2%
|
|
|
336
|
Minot Capital
Broomfield,
Colorado
|
$782K
|
-$729K
|
-5,611
|
-48%
|
|
|
337
|
Perigon Wealth Management
San Francisco,
California
|
$780K
|
+$5.59K
|
+43
|
+0.7%
|
|
|
338
|
Trexquant Investment
Stamford,
Connecticut
|
$774K
|
+$792K
|
+6,094
|
New
|
|
|
339
|
Parallel Advisors
San Francisco,
California
|
$772K
|
-$19.9K
|
-153
|
-2%
|
|
|
340
|
Oxbow Advisors
Austin,
Texas
|
$771K
|
+$156K
|
+1,200
|
+25%
|
|
|
341
|
Sovereign Financial Group
Stamford,
Connecticut
|
$771K
|
-$102K
|
-788
|
-11%
|
|
|
342
|
HeadInvest LLC
Portland,
Maine
|
$769K
|
-$109K
|
-840
|
-12%
|
|
|
343
|
Financial Advocates Investment Management
Olympia,
Washington
|
$762K
|
-$37K
|
-285
|
-5%
|
|
|
344
|
Arrowroot Family Office
Marina Del Rey,
California
|
$759K
|
+$314K
|
+2,414
|
+68%
|
|
|
345
|
Meridian Wealth Management
Lexington,
Kentucky
|
$751K
|
+$1.04K
|
+8
|
+0.1%
|
|
|
346
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$744K
|
-$7.79K
|
-60
|
-1%
|
|
|
347
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$743K
|
+$15.6K
|
+120
|
+2%
|
|
|
348
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$742K
|
-$83K
|
-639
|
-10%
|
|
|
349
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$740K
|
-$22.9K
|
-176
|
-3%
|
|
|
350
|
Destination Wealth Management
Walnut Creek,
California
|
$736K
|
+$754K
|
+5,801
|
New
|
|
