|
601
|
AllSquare Wealth Management
Albany,
New York
|
$477K
|
–
|
–
|
–
|
|
|
602
|
Column Capital Advisors
Indianapolis,
Indiana
|
$474K
|
+$471K
|
+9,516
|
New
|
|
|
603
|
Meridian Investment Counsel
Lafayette,
California
|
$467K
|
-$45.4K
|
-918
|
-9%
|
|
|
604
|
Arete Wealth Advisors
Chicago,
Illinois
|
$466K
|
+$13.8K
|
+279
|
+3%
|
|
|
605
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$466K
|
+$177K
|
+3,568
|
+62%
|
|
|
606
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$465K
|
-$33.1K
|
-669
|
-7%
|
|
|
607
|
First Personal Financial Services
Charlotte,
North Carolina
|
$462K
|
-$27K
|
-545
|
-6%
|
|
|
608
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$461K
|
-$190K
|
-3,835
|
-29%
|
|
|
609
|
Boston Family Office
Boston,
Massachusetts
|
$461K
|
-$128K
|
-2,585
|
-22%
|
|
|
610
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$460K
|
-$96.7K
|
-1,953
|
-17%
|
|
|
611
|
Plancorp LLC
Saint Louis,
Missouri
|
$458K
|
–
|
–
|
–
|
|
|
612
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$457K
|
-$7.67K
|
-155
|
-2%
|
|
|
613
|
TrueWealth Advisors
Birmingham,
Alabama
|
$454K
|
-$103K
|
-2,088
|
-19%
|
|
|
614
|
Sequoia Financial Advisors
Akron,
Ohio
|
$450K
|
+$117K
|
+2,362
|
+35%
|
|
|
615
|
M&R Capital Management
Summit,
New Jersey
|
$448K
|
–
|
–
|
–
|
|
|
616
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$444K
|
-$111K
|
-2,245
|
-20%
|
|
|
617
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$442K
|
–
|
–
|
–
|
|
|
618
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$441K
|
+$59.6K
|
+1,204
|
+16%
|
|
|
619
|
Meitav Investment House
Bene-Beraq,
Israel
|
$439K
|
-$38K
|
-768
|
-8%
|
|
|
620
|
WR Wealth Planners
Columbia,
Missouri
|
$439K
|
-$3.12K
|
-63
|
-0.7%
|
|
|
621
|
First County Bank
Stamford,
Connecticut
|
$433K
|
+$430K
|
+8,692
|
New
|
|
|
622
|
Stokes Family Office
New Orleans,
Louisiana
|
$425K
|
+$111K
|
+2,242
|
+36%
|
|
|
623
|
Evercore Wealth Management
New York
|
$425K
|
-$21.3K
|
-430
|
-5%
|
|
|
624
|
Colonial Trust
Spartanburg,
South Carolina
|
$424K
|
-$70.1K
|
-1,416
|
-14%
|
|
|
625
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$419K
|
+$3.37K
|
+68
|
+0.8%
|
|
