|
851
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.69M
|
-$230K
|
-2,065
|
-8%
|
|
|
852
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.69M
|
+$1.95M
|
+17,518
|
+277%
|
|
|
853
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.69M
|
+$2.23M
|
+20,003
|
+522%
|
|
|
854
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.69M
|
+$415K
|
+3,723
|
+19%
|
|
|
855
|
|
$2.68M
|
+$118K
|
+1,062
|
+5%
|
|
|
856
|
WealthOne
Albany,
New York
|
$2.67M
|
+$23.5K
|
+211
|
+0.9%
|
|
|
857
|
Corrigan Financial
Middletown,
Rhode Island
|
$2.66M
|
-$228K
|
-2,046
|
-8%
|
|
|
858
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$2.65M
|
–
|
–
|
–
|
|
|
859
|
Congress Park Capital
Saratoga Springs,
New York
|
$2.64M
|
+$331K
|
+2,972
|
+15%
|
|
|
860
|
Old North State Trust
Greensboro,
North Carolina
|
$2.63M
|
-$151K
|
-1,353
|
-5%
|
|
|
861
|
Crew Capital Management
Cincinnati,
Ohio
|
$2.63M
|
-$27.9K
|
-250
|
-1%
|
|
|
862
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$2.63M
|
+$785K
|
+7,036
|
+43%
|
|
|
863
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.63M
|
+$96K
|
+861
|
+4%
|
|
|
864
|
Continuum Advisory
Eagle,
Idaho
|
$2.63M
|
+$576K
|
+5,161
|
+29%
|
|
|
865
|
Essex Financial Services
Essex,
Connecticut
|
$2.62M
|
–
|
–
|
–
|
|
|
866
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$2.62M
|
+$537K
|
+4,810
|
+26%
|
|
|
867
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.61M
|
-$24.9K
|
-223
|
-1%
|
|
|
868
|
Winfield Associates
Cleveland,
Ohio
|
$2.6M
|
+$132K
|
+1,180
|
+5%
|
|
|
869
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.59M
|
+$124K
|
+1,115
|
+5%
|
|
|
870
|
Altavista Wealth Management
Asheville,
North Carolina
|
$2.58M
|
-$145K
|
-1,296
|
-5%
|
|
|
871
|
KWB Wealth
Redlands,
California
|
$2.58M
|
-$3.01K
|
-27
|
-0.1%
|
|
|
872
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$2.58M
|
+$166K
|
+1,484
|
+7%
|
|
|
873
|
|
$2.57M
|
+$1.58M
|
+14,150
|
+165%
|
|
|
874
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$2.56M
|
-$187K
|
-1,676
|
-7%
|
|
|
875
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$2.56M
|
+$439K
|
+3,932
|
+21%
|
|
