|
451
|
West Branch Capital
Amherst,
Massachusetts
|
$546K
|
+$6.72K
|
+61
|
+1%
|
|
|
452
|
|
$544K
|
-$162K
|
-1,472
|
-23%
|
|
|
453
|
Clearstead Advisors
Cleveland,
Ohio
|
$541K
|
+$60.1K
|
+545
|
+13%
|
|
|
454
|
Apella Capital
West Hartford,
Connecticut
|
$538K
|
-$551
|
-5
|
-0.1%
|
|
|
455
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$532K
|
+$86.7K
|
+786
|
+20%
|
|
|
456
|
Lowery Thomas LLC
Pebble Beach,
California
|
$521K
|
+$126K
|
+1,145
|
+32%
|
|
|
457
|
Smith, Moore & Co
Clayton,
Missouri
|
$521K
|
-$2.09M
|
-18,917
|
-80%
|
|
|
458
|
Wealthcare Capital Management
Richmond,
Virginia
|
$513K
|
–
|
–
|
–
|
|
|
459
|
Kestra Private Wealth Services
Austin,
Texas
|
$501K
|
+$178K
|
+1,611
|
+55%
|
|
|
460
|
MAS Advisors
Miami,
Florida
|
$501K
|
+$500K
|
+4,534
|
New
|
|
|
461
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$500K
|
–
|
–
|
–
|
|
|
462
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$499K
|
-$614K
|
-5,570
|
Closed
|
|
|
463
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$493K
|
-$15.4M
|
-139,562
|
-97%
|
|
|
464
|
Prosperity Financial Group
San Ramon,
California
|
$492K
|
+$168K
|
+1,524
|
+52%
|
|
|
465
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$492K
|
-$58.9K
|
-534
|
-11%
|
|
|
466
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$486K
|
-$30.1K
|
-273
|
-6%
|
|
|
467
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$482K
|
-$47.4K
|
-430
|
-9%
|
|
|
468
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$480K
|
-$72K
|
-653
|
-13%
|
|
|
469
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$477K
|
–
|
–
|
–
|
|
|
470
|
Lazard Asset Management
New York
|
$476K
|
–
|
–
|
–
|
|
|
471
|
Beacon Pointe Advisors
Newport Beach,
California
|
$475K
|
+$226K
|
+2,053
|
+91%
|
|
|
472
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$470K
|
-$763K
|
-6,925
|
-62%
|
|
|
473
|
Mattern Capital Management
Lakewood,
Colorado
|
$462K
|
+$254K
|
+2,302
|
+122%
|
|
|
474
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$462K
|
–
|
–
|
–
|
|
|
475
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$457K
|
+$40.4K
|
+366
|
+10%
|
|
