|
451
|
Atria Investments
Charlotte,
North Carolina
|
$439K
|
+$439K
|
+17,763
|
New
|
|
|
452
|
CIC Wealth
Rockville,
Maryland
|
$436K
|
–
|
–
|
–
|
|
|
453
|
SageView Advisory Group
Newport Beach,
California
|
$434K
|
+$434K
|
+17,571
|
New
|
|
|
454
|
Carret Asset Management
New York
|
$432K
|
–
|
–
|
–
|
|
|
455
|
Klingman & Associates
New York
|
$431K
|
-$34.8K
|
-1,407
|
-7%
|
|
|
456
|
Goldstein Advisors
Madison,
Wisconsin
|
$430K
|
–
|
–
|
–
|
|
|
457
|
American Investment Services
Great Barrington,
Massachusetts
|
$426K
|
–
|
–
|
–
|
|
|
458
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$426K
|
+$218K
|
+8,838
|
+105%
|
|
|
459
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$420K
|
-$2.96K
|
-120
|
-0.7%
|
|
|
460
|
Mengis Capital Management
Portland,
Oregon
|
$418K
|
-$77.8K
|
-3,150
|
-16%
|
|
|
461
|
Wealthspan Partners
Davenport,
Iowa
|
$414K
|
+$91K
|
+3,684
|
+28%
|
|
|
462
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$413K
|
+$23.5K
|
+951
|
+6%
|
|
|
463
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$406K
|
-$659K
|
-26,673
|
-62%
|
|
|
464
|
TrinityPoint Wealth
Milford,
Connecticut
|
$403K
|
–
|
–
|
–
|
|
|
465
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$402K
|
+$28.5K
|
+1,155
|
+8%
|
|
|
466
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$401K
|
–
|
–
|
–
|
|
|
467
|
Avity Investment Management
Greenwich,
Connecticut
|
$399K
|
-$98.8K
|
-3,999
|
-20%
|
|
|
468
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$398K
|
+$169K
|
+6,828
|
+74%
|
|
|
469
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$397K
|
–
|
–
|
–
|
|
|
470
|
Vista Capital Partners
Portland,
Oregon
|
$396K
|
-$19.4K
|
-786
|
-5%
|
|
|
471
|
Bridges Investment Management
Omaha,
Nebraska
|
$394K
|
–
|
–
|
–
|
|
|
472
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$394K
|
+$31.5K
|
+1,275
|
+9%
|
|
|
473
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$392K
|
-$4.52K
|
-183
|
-1%
|
|
|
474
|
Rockbridge Investment Management
Syracuse,
New York
|
$390K
|
+$1.48K
|
+60
|
+0.4%
|
|
|
475
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$389K
|
-$5.93K
|
-240
|
-2%
|
|
