|
326
|
Burns Matteson Capital Management
Corning,
New York
|
$510K
|
+$512K
|
+5,671
|
New
|
|
|
327
|
Congress Wealth Management
Boston,
Massachusetts
|
$510K
|
-$10K
|
-111
|
-2%
|
|
|
328
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$504K
|
+$506K
|
+5,599
|
New
|
|
|
329
|
Flagstar Advisors
New York
|
$500K
|
-$39K
|
-432
|
-7%
|
|
|
330
|
Logan Stone Capital
Chicago,
Illinois
|
$500K
|
+$502K
|
+5,552
|
New
|
|
|
331
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$495K
|
+$723
|
+8
|
+0.1%
|
|
|
332
|
|
$495K
|
+$496K
|
+5,495
|
New
|
|
|
333
|
Camelot Portfolios
Maumee,
Ohio
|
$492K
|
+$494K
|
+5,466
|
New
|
|
|
334
|
Fairview Capital Investment Management
Greenbrae,
California
|
$488K
|
-$104K
|
-1,149
|
-17%
|
|
|
335
|
Washington Trust Bank
Spokane,
Washington
|
$486K
|
+$27.1K
|
+300
|
+6%
|
|
|
336
|
IFG Advisory
Atlanta,
Georgia
|
$484K
|
+$5.33K
|
+59
|
+1%
|
|
|
337
|
CX Institutional
Auburn,
Indiana
|
$472K
|
–
|
–
|
–
|
|
|
338
|
Creative Planning
Overland Park,
Kansas
|
$469K
|
-$285K
|
-3,155
|
-38%
|
|
|
339
|
Prentice Wealth Management
Rochester,
New York
|
$468K
|
+$470K
|
+5,199
|
New
|
|
|
340
|
Beacon Pointe Advisors
Newport Beach,
California
|
$461K
|
-$41.1K
|
-455
|
-8%
|
|
|
341
|
Tradewinds LLC
Raleigh,
North Carolina
|
$451K
|
+$1.58M
|
+17,498
|
New
|
|
|
342
|
Joel Isaacson & Co
New York
|
$450K
|
+$45.2K
|
+500
|
+11%
|
|
|
343
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$450K
|
+$11.7K
|
+130
|
+3%
|
|
|
344
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$450K
|
+$452K
|
+5,000
|
New
|
|
|
345
|
1ST Source Bank
South Bend,
Indiana
|
$441K
|
–
|
–
|
–
|
|
|
346
|
Tiedemann Advisors
New York
|
$439K
|
+$441K
|
+4,880
|
New
|
|
|
347
|
Farther Finance Advisors
San Francisco,
California
|
$437K
|
+$439K
|
+4,855
|
New
|
|
|
348
|
Daniels + Tansey
Wilmington,
Delaware
|
$431K
|
-$542
|
-6
|
-0.1%
|
|
|
349
|
Lodestar Private Asset Management
Alamo,
California
|
$430K
|
+$432K
|
+4,778
|
New
|
|
|
350
|
Wilson & Boucher Capital Management
Moraga,
California
|
$423K
|
–
|
–
|
–
|
|
