|
376
|
Asset Dedication LLC
San Francisco,
California
|
$3.29M
|
-$90.6K
|
-3,481
|
-3%
|
|
|
377
|
Planned Solutions
Folsom,
California
|
$3.27M
|
+$131K
|
+5,040
|
+4%
|
|
|
378
|
Cross Staff Investments
Pittsford,
New York
|
$3.24M
|
+$313K
|
+12,021
|
+11%
|
|
|
379
|
Sachetta
Lynnfield,
Massachusetts
|
$3.2M
|
-$210K
|
-8,053
|
-6%
|
|
|
380
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.18M
|
+$348K
|
+13,353
|
+12%
|
|
|
381
|
West Paces Advisors
Atlanta,
Georgia
|
$3.18M
|
-$45.9K
|
-1,765
|
-1%
|
|
|
382
|
Rialto Wealth Management
Syracuse,
New York
|
$3.17M
|
+$24.4K
|
+936
|
+0.8%
|
|
|
383
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$3.17M
|
+$4.84K
|
+186
|
+0.2%
|
|
|
384
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$3.16M
|
+$88.6K
|
+3,402
|
+3%
|
|
|
385
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$3.16M
|
+$399K
|
+15,317
|
+15%
|
|
|
386
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$3.14M
|
-$159K
|
-6,115
|
-5%
|
|
|
387
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3.09M
|
+$182
|
+7
|
+0%
|
|
|
388
|
Financial Designs
Claremont,
California
|
$3.07M
|
-$155K
|
-5,970
|
-5%
|
|
|
389
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.07M
|
+$125K
|
+4,788
|
+4%
|
|
|
390
|
GeoWealth Management
Chicago,
Illinois
|
$3.06M
|
+$435K
|
+16,727
|
+17%
|
|
|
391
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$3.06M
|
+$11.3K
|
+434
|
+0.4%
|
|
|
392
|
Skyline Advisors
Bellingham,
Washington
|
$3.05M
|
+$1.51K
|
+58
|
+0%
|
|
|
393
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$3.04M
|
+$311K
|
+11,955
|
+11%
|
|
|
394
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$3.04M
|
-$183K
|
-7,021
|
-6%
|
|
|
395
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$3.04M
|
-$268K
|
-10,297
|
-8%
|
|
|
396
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.02M
|
+$132K
|
+5,053
|
+5%
|
|
|
397
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$3.02M
|
-$8.98K
|
-345
|
-0.3%
|
|
|
398
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.01M
|
+$2.98M
|
+114,611
|
New
|
|
|
399
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$2.95M
|
+$20.7K
|
+795
|
+0.7%
|
|
|
400
|
Mission Wealth Management
Santa Barbara,
California
|
$2.95M
|
-$101K
|
-3,898
|
-3%
|
|
