|
451
|
Klingman & Associates
New York
|
$564K
|
–
|
–
|
–
|
|
|
452
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$550K
|
-$36K
|
-419
|
-6%
|
|
|
453
|
Williams & Novak
Westlake Village,
California
|
$547K
|
–
|
–
|
–
|
|
|
454
|
SFG Wealth Management
Towson,
Maryland
|
$538K
|
-$13K
|
-151
|
-2%
|
|
|
455
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$534K
|
+$37K
|
+430
|
+7%
|
|
|
456
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$534K
|
-$172
|
-2
|
-0%
|
|
|
457
|
Prospera Financial Services
Dallas,
Texas
|
$530K
|
-$13.9K
|
-161
|
-2%
|
|
|
458
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$527K
|
+$184K
|
+2,143
|
+52%
|
|
|
459
|
Cannell & Spears
New York
|
$526K
|
–
|
–
|
–
|
|
|
460
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$524K
|
+$96.3K
|
+1,119
|
+22%
|
|
|
461
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$521K
|
-$664K
|
-7,723
|
-55%
|
|
|
462
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$518K
|
-$195K
|
-2,269
|
-27%
|
|
|
463
|
Altiora Financial Group
Lebanon,
Ohio
|
$516K
|
+$532K
|
+6,180
|
New
|
|
|
464
|
Winter & Associates
St. Paul,
Minnesota
|
$515K
|
-$25K
|
-290
|
-5%
|
|
|
465
|
SVB Wealth
Boston,
Massachusetts
|
$513K
|
+$528K
|
+6,142
|
New
|
|
|
466
|
IFG Advisors
St. Louis,
Missouri
|
$507K
|
–
|
–
|
–
|
|
|
467
|
Thayer Financial
Hickory,
North Carolina
|
$505K
|
-$56.3K
|
-654
|
-10%
|
|
|
468
|
Riverview Trust Company
Vancouver,
Washington
|
$501K
|
-$46.7K
|
-543
|
-8%
|
|
|
469
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$501K
|
+$150K
|
+1,739
|
+41%
|
|
|
470
|
Valmark Advisers
Akron,
Ohio
|
$498K
|
+$96.7K
|
+1,124
|
+23%
|
|
|
471
|
One Day In July LLC
Burlington,
Vermont
|
$491K
|
-$17.2K
|
-200
|
-3%
|
|
|
472
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$491K
|
+$8.6K
|
+100
|
+2%
|
|
|
473
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$487K
|
–
|
–
|
–
|
|
|
474
|
Continuum Advisory
Eagle,
Idaho
|
$485K
|
–
|
–
|
–
|
|
|
475
|
KeyBank National Association
Cleveland,
Ohio
|
$484K
|
–
|
–
|
–
|
|
