|
376
|
Graypoint LLC
Albany,
New York
|
$643K
|
-$248K
|
-4,053
|
-29%
|
|
|
377
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$637K
|
+$421K
|
+6,889
|
+220%
|
|
|
378
|
Sequoia Financial Advisors
Akron,
Ohio
|
$637K
|
-$49.5K
|
-809
|
-7%
|
|
|
379
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$634K
|
+$78.4K
|
+1,282
|
+15%
|
|
|
380
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$634K
|
+$606K
|
+9,906
|
New
|
|
|
381
|
Index Fund Advisors
Irvine,
California
|
$623K
|
+$5.63K
|
+92
|
+0.9%
|
|
|
382
|
Donor Advised Charitable Giving
San Francisco,
California
|
$620K
|
+$9.24K
|
+151
|
+2%
|
|
|
383
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$613K
|
+$9.11K
|
+149
|
+2%
|
|
|
384
|
St Louis Trust
Saint Louis,
Missouri
|
$613K
|
–
|
–
|
–
|
|
|
385
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$612K
|
-$267K
|
-4,361
|
-31%
|
|
|
386
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$607K
|
–
|
–
|
–
|
|
|
387
|
Lido Advisors
Los Angeles,
California
|
$598K
|
+$20.6K
|
+337
|
+4%
|
|
|
388
|
RF&L Wealth Management
Acton,
Massachusetts
|
$595K
|
–
|
–
|
–
|
|
|
389
|
LAM Group
Lake Oswego,
Oregon
|
$592K
|
-$306
|
-5
|
-0.1%
|
|
|
390
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
$592K
|
+$1.9K
|
+31
|
+0.3%
|
|
|
391
|
Renasant Bank
Tupelo,
Mississippi
|
$591K
|
–
|
–
|
–
|
|
|
392
|
Embree Financial Group
Chicago,
Illinois
|
$588K
|
-$62.8K
|
-1,027
|
-10%
|
|
|
393
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$560K
|
+$66.5K
|
+1,087
|
+14%
|
|
|
394
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$556K
|
+$673
|
+11
|
+0.1%
|
|
|
395
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$555K
|
-$5.57K
|
-91
|
-0.4%
|
|
|
396
|
Douglass Winthrop Advisors
New York
|
$550K
|
+$531K
|
+8,680
|
New
|
|
|
397
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$548K
|
–
|
–
|
–
|
|
|
398
|
Tranquility Partners
Brentwood,
Tennessee
|
$544K
|
–
|
–
|
–
|
|
|
399
|
1900 Wealth Management
San Antonio,
Texas
|
$544K
|
-$8.26K
|
-135
|
-2%
|
|
|
400
|
Biltmore Family Office
Charlotte,
North Carolina
|
$542K
|
-$75K
|
-1,227
|
-13%
|
|
