|
651
|
Private Trust Company
Cleveland,
Ohio
|
$468K
|
–
|
–
|
–
|
|
|
652
|
Bosun Asset Management
Chicago,
Illinois
|
$464K
|
–
|
–
|
–
|
|
|
653
|
Amara Financial
San Francisco,
California
|
$464K
|
+$478K
|
+14,999
|
New
|
|
|
654
|
Bay Colony Advisors
Concord,
Massachusetts
|
$462K
|
-$4.01K
|
-126
|
-0.8%
|
|
|
655
|
Mission Wealth Management
Santa Barbara,
California
|
$461K
|
+$923
|
+29
|
+0.2%
|
|
|
656
|
Whelan Financial
Fresno,
California
|
$453K
|
-$10.9K
|
-341
|
-2%
|
|
|
657
|
Plancorp LLC
Saint Louis,
Missouri
|
$452K
|
+$159
|
+5
|
+0%
|
|
|
658
|
Concurrent Investment Advisors
Tampa,
Florida
|
$448K
|
+$92.6K
|
+2,908
|
+25%
|
|
|
659
|
Ritholtz Wealth Management
New York
|
$443K
|
+$3.34K
|
+105
|
+0.7%
|
|
|
660
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$438K
|
+$25.7K
|
+808
|
+6%
|
|
|
661
|
Scotia Capital
Toronto,
Ontario, Canada
|
$437K
|
+$55.3K
|
+1,737
|
+14%
|
|
|
662
|
Aspiriant LLC
Los Angeles,
California
|
$436K
|
–
|
–
|
–
|
|
|
663
|
Acropolis Investment Management
St. Louis,
Missouri
|
$432K
|
-$33.6K
|
-1,054
|
-7%
|
|
|
664
|
Spire Wealth Management
Mclean,
Virginia
|
$431K
|
-$100K
|
-3,146
|
-18%
|
|
|
665
|
Berger Financial Group
Plymouth,
Minnesota
|
$430K
|
-$61.2K
|
-1,923
|
-12%
|
|
|
666
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$429K
|
+$114K
|
+3,569
|
+35%
|
|
|
667
|
Raffa Wealth Management
Washington,
District of Columbia
|
$427K
|
+$1.08K
|
+34
|
+0.2%
|
|
|
668
|
VestGen Advisors
Inverness,
Illinois
|
$425K
|
+$11.3K
|
+354
|
+3%
|
|
|
669
|
Aspire Capital Advisors
Seattle,
Washington
|
$423K
|
-$9.55K
|
-300
|
-2%
|
|
|
670
|
Washington Trust
Westerly,
Rhode Island
|
$419K
|
+$430K
|
+13,520
|
New
|
|
|
671
|
Meridian Financial
Holliston,
Massachusetts
|
$414K
|
-$14.7K
|
-461
|
-3%
|
|
|
672
|
Falcon Wealth Planning
Ontario,
California
|
$411K
|
+$3.82K
|
+120
|
+0.9%
|
|
|
673
|
Goldstein Advisors
Madison,
Wisconsin
|
$404K
|
–
|
–
|
–
|
|
|
674
|
|
$404K
|
+$415K
|
+13,040
|
New
|
|
|
675
|
Balance Wealth
Delaware,
Ohio
|
$404K
|
-$5.35K
|
-168
|
-1%
|
|
