|
401
|
AssetMark Inc
Concord,
California
|
$507K
|
-$138K
|
-535
|
-22%
|
|
|
402
|
Waypoint Wealth Partners
Mill Valley,
California
|
$497K
|
–
|
–
|
–
|
|
|
403
|
Coldstream Capital Management
Bellevue,
Washington
|
$494K
|
-$453K
|
-1,750
|
-48%
|
|
|
404
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$483K
|
-$118K
|
-455
|
-20%
|
|
|
405
|
MTM Investment Management
Spartanburg,
South Carolina
|
$476K
|
–
|
–
|
–
|
|
|
406
|
James Investment Research
Alpha,
Ohio
|
$471K
|
–
|
–
|
–
|
|
|
407
|
HM Payson & Co
Portland,
Maine
|
$470K
|
–
|
–
|
–
|
|
|
408
|
RVW Wealth
Los Angeles,
California
|
$470K
|
–
|
–
|
–
|
|
|
409
|
Virginia National Bank
Charlottesville,
Virginia
|
$468K
|
+$462K
|
+1,784
|
New
|
|
|
410
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$466K
|
+$68.3K
|
+264
|
+17%
|
|
|
411
|
Cerity Partners OCIO
New York
|
$464K
|
-$17.3K
|
-67
|
-4%
|
|
|
412
|
United Bank (Virginia)
Vienna,
Virginia
|
$464K
|
–
|
–
|
–
|
|
|
413
|
Realta Investment Advisors
Wilmington,
Delaware
|
$459K
|
-$34.4K
|
-133
|
-7%
|
|
|
414
|
Bartlett & Co
Cincinnati,
Ohio
|
$457K
|
+$94.5K
|
+365
|
+27%
|
|
|
415
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$457K
|
+$94.5K
|
+365
|
+27%
|
|
|
416
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$454K
|
+$1.29K
|
+5
|
+0.3%
|
|
|
417
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$448K
|
+$151K
|
+583
|
+52%
|
|
|
418
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$446K
|
-$12.9K
|
-50
|
-3%
|
|
|
419
|
Linscomb Wealth
Houston,
Texas
|
$443K
|
–
|
–
|
–
|
|
|
420
|
EPIQ Capital Group
San Francisco,
California
|
$441K
|
+$1.29K
|
+5
|
+0.3%
|
|
|
421
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$440K
|
–
|
–
|
–
|
|
|
422
|
Frontier Wealth Management
Kansas City,
Missouri
|
$436K
|
–
|
–
|
–
|
|
|
423
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$434K
|
–
|
–
|
–
|
|
|
424
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$430K
|
–
|
–
|
–
|
|
|
425
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$423K
|
+$1.29K
|
+5
|
+0.3%
|
|
