|
326
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$641K
|
–
|
–
|
–
|
|
|
327
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$626K
|
-$711
|
-7
|
-0.1%
|
|
|
328
|
Vanguard Group
Malvern,
Pennsylvania
|
$625K
|
-$7.42K
|
-73
|
-1%
|
|
|
329
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$624K
|
–
|
–
|
–
|
|
|
330
|
Davidson Trust Company
Seattle,
Washington
|
$622K
|
-$113K
|
-1,109
|
-16%
|
|
|
331
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$607K
|
+$6.3K
|
+62
|
+1%
|
|
|
332
|
AWM Capital
Phoenix,
Arizona
|
$604K
|
-$225K
|
-2,210
|
-28%
|
|
|
333
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$600K
|
-$60.4K
|
-595
|
-10%
|
|
|
334
|
Sequoia Financial Advisors
Akron,
Ohio
|
$599K
|
–
|
–
|
–
|
|
|
335
|
MONECO Advisors
Fairfield,
Connecticut
|
$595K
|
+$1.73K
|
+17
|
+0.3%
|
|
|
336
|
Perigon Wealth Management
San Francisco,
California
|
$590K
|
-$2.69M
|
-26,496
|
-83%
|
|
|
337
|
Total Wealth Planning
Cincinnati,
Ohio
|
$587K
|
-$10.2K
|
-100
|
-2%
|
|
|
338
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$585K
|
–
|
–
|
–
|
|
|
339
|
AllianceBernstein
Nashville,
Tennessee
|
$579K
|
+$9.96K
|
+98
|
+2%
|
|
|
340
|
Montecito Bank & Trust
Santa Barbara,
California
|
$575K
|
-$53.4K
|
-526
|
-9%
|
|
|
341
|
Creative Financial Designs
Kokomo,
Indiana
|
$575K
|
-$18.2K
|
-179
|
-3%
|
|
|
342
|
NewEdge Advisors
New Orleans,
Louisiana
|
$570K
|
-$20.3K
|
-200
|
-4%
|
|
|
343
|
Clearstead Advisors
Cleveland,
Ohio
|
$570K
|
+$52.1K
|
+513
|
+11%
|
|
|
344
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$568K
|
+$3.05K
|
+30
|
+0.6%
|
|
|
345
|
Saxon Interests
Houston,
Texas
|
$567K
|
-$33K
|
-325
|
-6%
|
|
|
346
|
Aspiriant LLC
Los Angeles,
California
|
$564K
|
+$28.9K
|
+284
|
+6%
|
|
|
347
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$563K
|
-$1.02K
|
-10
|
-0.2%
|
|
|
348
|
Cambridge Advisors
Omaha,
Nebraska
|
$557K
|
-$3.56K
|
-35
|
-0.7%
|
|
|
349
|
JMG Financial Group
Downers Grove,
Illinois
|
$557K
|
+$125K
|
+1,234
|
+31%
|
|
|
350
|
Beacon Pointe Advisors
Newport Beach,
California
|
$556K
|
-$115K
|
-1,129
|
-18%
|
|
