|
526
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$841K
|
+$778K
|
+8,907
|
New
|
|
|
527
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$837K
|
-$28.4K
|
-325
|
-4%
|
|
|
528
|
Diversified Trust
Memphis,
Tennessee
|
$834K
|
-$1.31K
|
-15
|
-0.2%
|
|
|
529
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$834K
|
+$2.36K
|
+27
|
+0.3%
|
|
|
530
|
Access Financial Services
Minneapolis,
Minnesota
|
$832K
|
-$413K
|
-4,731
|
-35%
|
|
|
531
|
Altium Wealth Management
Purchase,
New York
|
$832K
|
-$160K
|
-1,828
|
-17%
|
|
|
532
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$830K
|
-$3.15K
|
-36
|
-0.4%
|
|
|
533
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$825K
|
-$31.9K
|
-365
|
-4%
|
|
|
534
|
Colony Group
Boston,
Massachusetts
|
$818K
|
-$164K
|
-1,873
|
-18%
|
|
|
535
|
Ballentine Partners
Waltham,
Massachusetts
|
$813K
|
+$17K
|
+194
|
+2%
|
|
|
536
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$813K
|
+$752K
|
+8,606
|
New
|
|
|
537
|
Penobscot Investment Management
Boston,
Massachusetts
|
$802K
|
-$52.4K
|
-600
|
-7%
|
|
|
538
|
Dillon & Associates
Jackson,
Michigan
|
$799K
|
-$16.6K
|
-190
|
-2%
|
|
|
539
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$798K
|
+$739K
|
+8,455
|
New
|
|
|
540
|
Salem Capital Management
Woburn,
Massachusetts
|
$797K
|
–
|
–
|
–
|
|
|
541
|
Corient Capital Partners
Newport Beach,
California
|
$795K
|
-$280K
|
-3,202
|
-28%
|
|
|
542
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$793K
|
-$43.7K
|
-500
|
-6%
|
|
|
543
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$791K
|
–
|
–
|
–
|
|
|
544
|
Holderness Investments Company
Greensboro,
North Carolina
|
$784K
|
-$11.4K
|
-130
|
-2%
|
|
|
545
|
Alexandria Capital
Arlington,
Virginia
|
$778K
|
-$13.1K
|
-150
|
-2%
|
|
|
546
|
Venturi Wealth Management
Austin,
Texas
|
$778K
|
+$121K
|
+1,386
|
+20%
|
|
|
547
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$778K
|
+$720K
|
+8,238
|
New
|
|
|
548
|
Point View Wealth Management
Summit,
New Jersey
|
$775K
|
+$23.2K
|
+265
|
+3%
|
|
|
549
|
Covington Capital Management
Los Angeles,
California
|
$771K
|
-$215K
|
-2,460
|
-23%
|
|
|
550
|
Lantz Financial
Naperville,
Illinois
|
$765K
|
+$21.3K
|
+244
|
+3%
|
|
