|
526
|
Single Point Partners
Boston,
Massachusetts
|
$417K
|
+$399K
|
+32,538
|
New
|
|
|
527
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$405K
|
+$387K
|
+31,608
|
New
|
|
|
528
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$404K
|
-$2.35K
|
-192
|
-0.6%
|
|
|
529
|
Caprock Group
Boise,
Idaho
|
$402K
|
–
|
–
|
–
|
|
|
530
|
American Financial Advisors
Marietta,
Georgia
|
$402K
|
+$10.3K
|
+840
|
+3%
|
|
|
531
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$400K
|
-$233K
|
-18,990
|
-38%
|
|
|
532
|
Orser Capital Management
Southlake,
Texas
|
$397K
|
+$2.13K
|
+174
|
+0.6%
|
|
|
533
|
Means Investment Company
Bangor,
Maine
|
$396K
|
–
|
–
|
–
|
|
|
534
|
Jones Financial Companies
Des Peres,
Missouri
|
$395K
|
–
|
–
|
–
|
|
|
535
|
Affinity Capital Advisors
Berkeley,
California
|
$387K
|
+$371K
|
+30,228
|
New
|
|
|
536
|
Foresight Wealth Management
Draper,
Utah
|
$381K
|
+$9.19K
|
+750
|
+3%
|
|
|
537
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$377K
|
+$361K
|
+29,430
|
New
|
|
|
538
|
One Capital Management
Westlake Village,
California
|
$374K
|
-$22.1K
|
-1,800
|
-6%
|
|
|
539
|
Stewart & Patten Company
Lafayette,
California
|
$365K
|
+$7.94K
|
+648
|
+2%
|
|
|
540
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$360K
|
–
|
–
|
–
|
|
|
541
|
Rock Point Advisors
Burlington,
Vermont
|
$357K
|
-$5.15K
|
-420
|
-1%
|
|
|
542
|
Fagan Associates
Troy,
New York
|
$353K
|
+$6.91K
|
+564
|
+2%
|
|
|
543
|
Pegasus Asset Management
Montebello,
New York
|
$353K
|
+$13.8K
|
+1,128
|
+4%
|
|
|
544
|
Penobscot Investment Management
Boston,
Massachusetts
|
$351K
|
+$34.2K
|
+2,790
|
+11%
|
|
|
545
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$350K
|
-$23.3K
|
-1,902
|
-7%
|
|
|
546
|
Private Ocean
San Rafael,
California
|
$349K
|
-$70.3K
|
-5,736
|
-17%
|
|
|
547
|
SteelPeak Wealth
Woodland Hills,
California
|
$349K
|
+$334K
|
+27,276
|
New
|
|
|
548
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$346K
|
+$515
|
+42
|
+0.2%
|
|
|
549
|
Principal Financial Group
Des Moines,
Iowa
|
$345K
|
+$3.02K
|
+246
|
+0.9%
|
|
|
550
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$345K
|
+$91.3K
|
+7,446
|
+40%
|
|
