|
301
|
CRA Financial Services
Northfield,
New Jersey
|
$538K
|
-$13K
|
-250
|
-2%
|
|
|
302
|
Simon Quick Advisors
Morristown,
New Jersey
|
$535K
|
+$1.56K
|
+30
|
+0.3%
|
|
|
303
|
AssetMark Inc
Concord,
California
|
$534K
|
+$101K
|
+1,932
|
+24%
|
|
|
304
|
Glassman Wealth Services
Vienna,
Virginia
|
$526K
|
+$43.4K
|
+834
|
+9%
|
|
|
305
|
City of London Investment Management
London,
United Kingdom
|
$524K
|
-$192K
|
-3,696
|
-28%
|
|
|
306
|
Mather Group
Chicago,
Illinois
|
$520K
|
–
|
–
|
–
|
|
|
307
|
Keel Point
Huntsville,
Alabama
|
$518K
|
-$336K
|
-6,452
|
-40%
|
|
|
308
|
Spire Wealth Management
Mclean,
Virginia
|
$517K
|
-$4.84K
|
-93
|
-1%
|
|
|
309
|
Principia Wealth Advisory
Dallas,
Texas
|
$516K
|
-$729
|
-14
|
-0.1%
|
|
|
310
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$509K
|
-$84K
|
-1,614
|
-15%
|
|
|
311
|
Weatherly Asset Management
Del Mar,
California
|
$503K
|
–
|
–
|
–
|
|
|
312
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$502K
|
+$1.56K
|
+30
|
+0.3%
|
|
|
313
|
Welch Group
Birmingham,
Alabama
|
$502K
|
-$3.7K
|
-71
|
-0.8%
|
|
|
314
|
Plancorp LLC
Saint Louis,
Missouri
|
$499K
|
–
|
–
|
–
|
|
|
315
|
Root Financial Partners
Encinitas,
California
|
$498K
|
+$11.7K
|
+225
|
+3%
|
|
|
316
|
Trailhead Planners
Edina,
Minnesota
|
$491K
|
–
|
–
|
–
|
|
|
317
|
Blue Fin Capital
Warren,
Rhode Island
|
$480K
|
–
|
–
|
–
|
|
|
318
|
|
$480K
|
+$462K
|
+8,876
|
New
|
|
|
319
|
Freestone Capital Holdings
Seattle,
Washington
|
$479K
|
–
|
–
|
–
|
|
|
320
|
Roundview Capital
Princeton,
New Jersey
|
$479K
|
-$13K
|
-250
|
-3%
|
|
|
321
|
Summit Financial Strategies
Columbus,
Ohio
|
$479K
|
–
|
–
|
–
|
|
|
322
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$475K
|
–
|
–
|
–
|
|
|
323
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$469K
|
+$93K
|
+1,787
|
+26%
|
|
|
324
|
KCM Investment Advisors
Greenbrae,
California
|
$463K
|
–
|
–
|
–
|
|
|
325
|
NWK Group
San Francisco,
California
|
$459K
|
–
|
–
|
–
|
|
