|
551
|
Athena Investment Management
Orinda,
California
|
$667K
|
–
|
–
|
–
|
|
|
552
|
Jupiter Wealth Management
Glendale,
Colorado
|
$663K
|
–
|
–
|
–
|
|
|
553
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$661K
|
–
|
–
|
–
|
|
|
554
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$660K
|
-$11.3K
|
-31
|
-2%
|
|
|
555
|
Castle Wealth Management
West Palm Beach,
Florida
|
$659K
|
–
|
–
|
–
|
|
|
556
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$654K
|
–
|
–
|
–
|
|
|
557
|
Brown Brothers Harriman & Co
New York
|
$654K
|
+$93K
|
+255
|
+18%
|
|
|
558
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$653K
|
–
|
–
|
–
|
|
|
559
|
Joel Isaacson & Co
New York
|
$649K
|
+$365
|
+1
|
+0.1%
|
|
|
560
|
Apella Capital
West Hartford,
Connecticut
|
$643K
|
+$15.7K
|
+43
|
+3%
|
|
|
561
|
Investmark Advisory Group
Shelton,
Connecticut
|
$643K
|
+$5.84K
|
+16
|
+1%
|
|
|
562
|
Bearing Point Capital
Bloomington,
Minnesota
|
$641K
|
–
|
–
|
–
|
|
|
563
|
Destination Wealth Management
Walnut Creek,
California
|
$640K
|
-$82.8K
|
-227
|
-12%
|
|
|
564
|
KDK Private Wealth Management
Houston,
Texas
|
$640K
|
-$4.38K
|
-12
|
-0.7%
|
|
|
565
|
Valmark Advisers
Akron,
Ohio
|
$639K
|
+$65.3K
|
+179
|
+12%
|
|
|
566
|
Tassel Capital Management
Matthews,
North Carolina
|
$638K
|
–
|
–
|
–
|
|
|
567
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$635K
|
–
|
–
|
–
|
|
|
568
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$629K
|
-$2.08M
|
-5,713
|
-78%
|
|
|
569
|
Summa Corp
Tomball,
Texas
|
$624K
|
+$125K
|
+342
|
+28%
|
|
|
570
|
Forum Financial Management
Lombard,
Illinois
|
$624K
|
+$6.93K
|
+19
|
+1%
|
|
|
571
|
Univest Financial
Souderton,
Pennsylvania
|
$623K
|
-$9.12K
|
-25
|
-2%
|
|
|
572
|
Chapin Davis
Baltimore,
Maryland
|
$622K
|
–
|
–
|
–
|
|
|
573
|
Montag & Associates
Atlanta,
Georgia
|
$615K
|
–
|
–
|
–
|
|
|
574
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$608K
|
–
|
–
|
–
|
|
|
575
|
Rossby Financial
Melbourne,
Florida
|
$597K
|
+$417K
|
+1,143
|
+306%
|
|
