|
701
|
Empire Financial Management Company
New York
|
$235K
|
–
|
–
|
–
|
|
|
702
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$235K
|
–
|
–
|
–
|
|
|
703
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$235K
|
-$65K
|
-168
|
-21%
|
|
|
704
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$234K
|
-$3.87K
|
-10
|
-2%
|
|
|
705
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$234K
|
-$7.74K
|
-20
|
-3%
|
|
|
706
|
Penobscot Investment Management
Boston,
Massachusetts
|
$232K
|
–
|
–
|
–
|
|
|
707
|
Optivise Advisory Services
Franklin,
Tennessee
|
$231K
|
–
|
–
|
–
|
|
|
708
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
709
|
LJI Wealth Management
Indianapolis,
Indiana
|
$228K
|
–
|
–
|
–
|
|
|
710
|
SVB Wealth
Boston,
Massachusetts
|
$228K
|
–
|
–
|
–
|
|
|
711
|
Granite FO LLC
Bedford,
New Hampshire
|
$227K
|
–
|
–
|
–
|
|
|
712
|
Partners in Financial Planning
Salem,
Virginia
|
$226K
|
–
|
–
|
–
|
|
|
713
|
BSW Wealth Partners
Boulder,
Colorado
|
$226K
|
+$236K
|
+609
|
New
|
|
|
714
|
Iconiq Capital
San Francisco,
California
|
$224K
|
–
|
–
|
–
|
|
|
715
|
CCG Wealth Management
San Diego,
California
|
$223K
|
+$233K
|
+602
|
New
|
|
|
716
|
CRA Financial Services
Northfield,
New Jersey
|
$222K
|
–
|
–
|
–
|
|
|
717
|
Stone Wealth Partners
Lafayette,
Louisiana
|
$221K
|
–
|
–
|
–
|
|
|
718
|
Napier Financial
Braintree,
Massachusetts
|
$221K
|
+$231K
|
+596
|
New
|
|
|
719
|
Rothschild Investment LLC
Chicago,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
720
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$216K
|
-$46.8K
|
-121
|
-17%
|
|
|
721
|
Wayfinding Financial
Lynnwood,
Washington
|
$216K
|
–
|
–
|
–
|
|
|
722
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$216K
|
+$387
|
+1
|
+0.2%
|
|
|
723
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$214K
|
+$223K
|
+577
|
New
|
|
|
724
|
First Command Advisory Services
Fort Worth,
Texas
|
$213K
|
-$5.42K
|
-14
|
-2%
|
|
|
725
|
Capital Performance Advisors
Walnut Creek,
California
|
$212K
|
-$48.4K
|
-125
|
-18%
|
|
