|
851
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$320K
|
–
|
–
|
–
|
|
|
852
|
Journey Advisory Group
Covington,
Kentucky
|
$314K
|
–
|
–
|
–
|
|
|
853
|
D'Orazio & Associates
Falls Church,
Virginia
|
$312K
|
+$126K
|
+785
|
+60%
|
|
|
854
|
First Foundation Advisors
Irvine,
California
|
$311K
|
+$334K
|
+2,083
|
New
|
|
|
855
|
Alera Investment Advisors
Deerfield,
Illinois
|
$306K
|
+$5.62K
|
+35
|
+2%
|
|
|
856
|
Meridian Wealth Advisors
Austin,
Texas
|
$303K
|
-$3.37K
|
-21
|
-1%
|
|
|
857
|
Willow Creek Wealth Management
Sebastopol,
California
|
$303K
|
–
|
–
|
–
|
|
|
858
|
Surevest
Los Angeles,
California
|
$301K
|
–
|
–
|
–
|
|
|
859
|
Asset Management Resources
Hyannis,
Massachusetts
|
$301K
|
+$5.94K
|
+37
|
+2%
|
|
|
860
|
Wallace Capital Management
Dallas,
Texas
|
$300K
|
-$69.5K
|
-433
|
-18%
|
|
|
861
|
Westover Capital Advisors
Wilmington,
Delaware
|
$300K
|
-$9.63K
|
-60
|
-3%
|
|
|
862
|
Chilton Investment Company
Stamford,
Connecticut
|
$300K
|
–
|
–
|
–
|
|
|
863
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$300K
|
+$963
|
+6
|
+0.3%
|
|
|
864
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$299K
|
+$2.09K
|
+13
|
+0.7%
|
|
|
865
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$299K
|
–
|
–
|
–
|
|
|
866
|
Yorktown Management & Research Company
Forest,
Virginia
|
$299K
|
+$96.3K
|
+600
|
+43%
|
|
|
867
|
S&CO Inc
Boston,
Massachusetts
|
$298K
|
–
|
–
|
–
|
|
|
868
|
Valeo Financial Advisors
Carmel,
Indiana
|
$293K
|
+$13.8K
|
+86
|
+5%
|
|
|
869
|
Axxcess Wealth Management
Carlsbad,
California
|
$293K
|
+$73.6K
|
+459
|
+31%
|
|
|
870
|
Putnam Investments
Boston,
Massachusetts
|
$292K
|
-$4.18M
|
-26,052
|
-93%
|
|
|
871
|
Kanawha Capital Management
Richmond,
Virginia
|
$292K
|
–
|
–
|
–
|
|
|
872
|
Congress Wealth Management
Boston,
Massachusetts
|
$291K
|
-$2.09K
|
-13
|
-0.7%
|
|
|
873
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$290K
|
+$6.1K
|
+38
|
+2%
|
|
|
874
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$288K
|
-$99K
|
-617
|
-24%
|
|
|
875
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$288K
|
+$1.76K
|
+11
|
+0.6%
|
|
