|
301
|
Cohen Klingenstein
New York
|
$524K
|
-$81.7K
|
-773
|
-12%
|
|
|
302
|
Optimize Financial
Laguna Hills,
California
|
$522K
|
-$2.01K
|
-19
|
-0.3%
|
|
|
303
|
Rockefeller Capital Management
New York
|
$519K
|
-$72.6K
|
-687
|
-11%
|
|
|
304
|
Sound Capital Solutions
Naples,
Florida
|
$518K
|
+$583K
|
+5,512
|
New
|
|
|
305
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$515K
|
+$575K
|
+5,437
|
New
|
|
|
306
|
Belpointe Asset Management
Reno,
Nevada
|
$507K
|
+$64.4K
|
+609
|
+13%
|
|
|
307
|
IFG Advisory
Atlanta,
Georgia
|
$504K
|
+$562K
|
+5,319
|
New
|
|
|
308
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$497K
|
+$555K
|
+5,250
|
New
|
|
|
309
|
Avior Wealth Management
Omaha,
Nebraska
|
$493K
|
–
|
–
|
–
|
|
|
310
|
Net Worth Advisory Group
Sandy,
Utah
|
$490K
|
-$17.3K
|
-164
|
-3%
|
|
|
311
|
Morningstar Investment Management
Chicago,
Illinois
|
$489K
|
–
|
–
|
–
|
|
|
312
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$488K
|
+$62K
|
+587
|
+13%
|
|
|
313
|
Martin Capital Partners
Eugene,
Oregon
|
$487K
|
+$1.16K
|
+11
|
+0.2%
|
|
|
314
|
Sequoia Financial Advisors
Akron,
Ohio
|
$486K
|
-$967K
|
-9,149
|
-64%
|
|
|
315
|
MAI Capital Management
Independence,
Ohio
|
$484K
|
+$26.5K
|
+251
|
+5%
|
|
|
316
|
Advisory Services Network
Atlanta,
Georgia
|
$482K
|
-$27.9K
|
-264
|
-5%
|
|
|
317
|
Mindset Wealth Management
Indianapolis,
Indiana
|
$481K
|
+$52.5K
|
+497
|
+11%
|
|
|
318
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$480K
|
–
|
–
|
–
|
|
|
319
|
Landscape Capital Management
Englewood,
New Jersey
|
$479K
|
-$1.69M
|
-15,968
|
-76%
|
|
|
320
|
Davenport & Co
Richmond,
Virginia
|
$479K
|
+$3.7K
|
+35
|
+0.7%
|
|
|
321
|
SummitTX Capital
Fort Worth,
Texas
|
$477K
|
+$533K
|
+5,039
|
New
|
|
|
322
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$476K
|
-$25.7K
|
-243
|
-5%
|
|
|
323
|
Securian Asset Management
St Paul,
Minnesota
|
$472K
|
–
|
–
|
–
|
|
|
324
|
Indivisible Partners
Clearwater,
Florida
|
$468K
|
+$103K
|
+978
|
+25%
|
|
|
325
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$466K
|
-$13.8K
|
-131
|
-3%
|
|
