|
626
|
Iconiq Capital
San Francisco,
California
|
$471K
|
+$470K
|
+19,832
|
New
|
|
|
627
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$465K
|
–
|
–
|
–
|
|
|
628
|
Tiemann Investment Advisors
Menlo Park,
California
|
$464K
|
–
|
–
|
–
|
|
|
629
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$464K
|
-$22.8K
|
-960
|
-5%
|
|
|
630
|
Valeo Financial Advisors
Carmel,
Indiana
|
$459K
|
+$10.4K
|
+440
|
+2%
|
|
|
631
|
Planning Directions
Glen Mills,
Pennsylvania
|
$458K
|
+$24.8K
|
+1,048
|
+6%
|
|
|
632
|
Abacus Planning Group
Columbia,
South Carolina
|
$457K
|
+$16.9K
|
+712
|
+4%
|
|
|
633
|
Fisher Asset Management
Camas,
Washington
|
$454K
|
+$166K
|
+7,020
|
+58%
|
|
|
634
|
Rock Point Advisors
Burlington,
Vermont
|
$451K
|
+$4.65K
|
+196
|
+1%
|
|
|
635
|
Arete Wealth Advisors
Chicago,
Illinois
|
$450K
|
+$452K
|
+19,072
|
New
|
|
|
636
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$447K
|
-$4.93M
|
-208,100
|
-92%
|
|
|
637
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$445K
|
+$445K
|
+18,758
|
New
|
|
|
638
|
Red Door Wealth Management
Memphis,
Tennessee
|
$444K
|
+$5.4K
|
+228
|
+1%
|
|
|
639
|
Stockman Wealth Management
Billings,
Montana
|
$442K
|
+$40.2K
|
+1,698
|
+10%
|
|
|
640
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$439K
|
-$76.8K
|
-3,240
|
-15%
|
|
|
641
|
West Oak Capital
Westlake Village,
California
|
$436K
|
-$20.1K
|
-846
|
-4%
|
|
|
642
|
Cantor Fitzgerald Investment Advisors
New York
|
$436K
|
-$26.8K
|
-1,130
|
-6%
|
|
|
643
|
|
$435K
|
+$52K
|
+2,192
|
+14%
|
|
|
644
|
Curtis Advisory Group
Santa Barbara,
California
|
$431K
|
+$17.4K
|
+734
|
+4%
|
|
|
645
|
Client 1st Advisory Group
Dunedin,
Florida
|
$430K
|
-$45.6K
|
-1,924
|
-10%
|
|
|
646
|
Waterfront Wealth
Overland Park,
Kansas
|
$430K
|
–
|
–
|
–
|
|
|
647
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$429K
|
+$17.7K
|
+746
|
+4%
|
|
|
648
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$429K
|
–
|
–
|
–
|
|
|
649
|
Vista Capital Partners
Portland,
Oregon
|
$425K
|
-$2.46K
|
-104
|
-0.6%
|
|
|
650
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$425K
|
-$69.8K
|
-2,946
|
-14%
|
|
