|
601
|
Total Wealth Planning
Cincinnati,
Ohio
|
$292K
|
+$276
|
+12
|
+0.1%
|
|
|
602
|
Albion Financial Group
Salt Lake City,
Utah
|
$291K
|
-$82.8K
|
-3,597
|
-22%
|
|
|
603
|
Trivium Point Advisory
Westport,
Connecticut
|
$290K
|
+$31K
|
+1,344
|
+12%
|
|
|
604
|
Penobscot Investment Management
Boston,
Massachusetts
|
$289K
|
-$20.7K
|
-900
|
-7%
|
|
|
605
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$285K
|
-$20.7K
|
-897
|
-7%
|
|
|
606
|
Elmwood Wealth Management
Berkeley,
California
|
$282K
|
-$27.6K
|
-1,200
|
-9%
|
|
|
607
|
Keystone Wealth Services
Palm Desert,
California
|
$282K
|
-$12.4K
|
-537
|
-4%
|
|
|
608
|
Busey Bank
Urbana,
Illinois
|
$281K
|
-$207
|
-9
|
-0.1%
|
|
|
609
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$280K
|
+$285K
|
+12,357
|
New
|
|
|
610
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$278K
|
+$283K
|
+12,270
|
New
|
|
|
611
|
HeadInvest LLC
Portland,
Maine
|
$276K
|
–
|
–
|
–
|
|
|
612
|
Tenret Company
Tampa,
Florida
|
$272K
|
–
|
–
|
–
|
|
|
613
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$271K
|
–
|
–
|
–
|
|
|
614
|
Regions Financial Corp
Birmingham,
Alabama
|
$269K
|
+$1.8K
|
+78
|
+0.7%
|
|
|
615
|
Armbruster Capital Management
Pittsford,
New York
|
$266K
|
-$1.04K
|
-45
|
-0.4%
|
|
|
616
|
Firestone Capital Management
Coral Gables,
Florida
|
$262K
|
+$20.8K
|
+903
|
+8%
|
|
|
617
|
Harbour Investment Management
Edmonds,
Washington
|
$262K
|
–
|
–
|
–
|
|
|
618
|
Brogan Financial
Knoxville,
Tennessee
|
$260K
|
+$16.5K
|
+717
|
+7%
|
|
|
619
|
Raub Brock Capital Management
Larkspur,
California
|
$259K
|
-$3.25K
|
-141
|
-1%
|
|
|
620
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$258K
|
-$57.1K
|
-2,478
|
-18%
|
|
|
621
|
Hartline Investment Corp
Winnetka,
Illinois
|
$257K
|
–
|
–
|
–
|
|
|
622
|
Kaizen Financial Strategies
Campbell,
California
|
$257K
|
+$967
|
+42
|
+0.4%
|
|
|
623
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$256K
|
+$92.8K
|
+4,029
|
+55%
|
|
|
624
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$254K
|
+$276
|
+12
|
+0.1%
|
|
|
625
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$250K
|
+$255K
|
+11,076
|
New
|
|
