|
526
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$213K
|
–
|
–
|
–
|
|
|
527
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$212K
|
+$186K
|
+1,680
|
New
|
|
|
528
|
Grant Private Wealth Management
Pleasanton,
California
|
$210K
|
+$203K
|
+1,830
|
New
|
|
|
529
|
Golden State Equity Partners
South Coast Metro,
California
|
$210K
|
+$202K
|
+1,827
|
New
|
|
|
530
|
Cheviot Value Management
Beverly Hills,
California
|
$210K
|
–
|
–
|
–
|
|
|
531
|
Magnus Financial Group
New York
|
$209K
|
+$202K
|
+1,821
|
New
|
|
|
532
|
Focused Wealth Management
Newburgh,
New York
|
$209K
|
+$201K
|
+1,817
|
New
|
|
|
533
|
Tocqueville Asset Management
New York
|
$208K
|
-$12.2K
|
-110
|
-6%
|
|
|
534
|
RFG Advisory
Birmingham,
Alabama
|
$208K
|
+$200K
|
+1,809
|
New
|
|
|
535
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$207K
|
+$199K
|
+1,798
|
New
|
|
|
536
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$206K
|
-$73.1K
|
-660
|
-27%
|
|
|
537
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$202K
|
+$195K
|
+1,758
|
New
|
|
|
538
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$201K
|
+$194K
|
+1,750
|
New
|
|
|
539
|
Institute for Wealth Management
Denver,
Colorado
|
$201K
|
-$20.5K
|
-185
|
-10%
|
|
|
540
|
Embree Financial Group
Chicago,
Illinois
|
$201K
|
-$34.6K
|
-313
|
-15%
|
|
|
541
|
Baxter Bros Inc
Riverside,
Connecticut
|
$200K
|
+$193K
|
+1,740
|
New
|
|
|
542
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$188K
|
–
|
–
|
–
|
|
|
543
|
Global Retirement Partners
San Rafael,
California
|
$171K
|
-$21.1K
|
-191
|
-11%
|
|
|
544
|
Icon Wealth Advisors
Houston,
Texas
|
$163K
|
–
|
–
|
–
|
|
|
545
|
Copia Wealth Management
Bend,
Oregon
|
$161K
|
+$34.9K
|
+315
|
+29%
|
|
|
546
|
|
$158K
|
+$62.5K
|
+565
|
+70%
|
|
|
547
|
Huntington National Bank
Columbus,
Ohio
|
$130K
|
–
|
–
|
–
|
|
|
548
|
Root Financial Partners
Encinitas,
California
|
$127K
|
+$122K
|
+1,100
|
New
|
|
|
549
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$124K
|
–
|
–
|
–
|
|
|
550
|
Geneos Wealth Management
Englewood,
Colorado
|
$116K
|
–
|
–
|
–
|
|
