|
501
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$447K
|
-$8.16K
|
-74
|
-2%
|
|
|
502
|
Lake Hills Wealth Management
Austin,
Texas
|
$447K
|
-$84K
|
-762
|
-16%
|
|
|
503
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$443K
|
+$90.9K
|
+824
|
+26%
|
|
|
504
|
J. Safra Asset Management
New York
|
$443K
|
+$189K
|
+1,716
|
+75%
|
|
|
505
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$442K
|
+$43.1K
|
+391
|
+11%
|
|
|
506
|
Vontobel Holding
Zurich,
Switzerland
|
$441K
|
-$441K
|
-4,000
|
-50%
|
|
|
507
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$440K
|
-$102K
|
-928
|
-19%
|
|
|
508
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$440K
|
-$24.1K
|
-219
|
-5%
|
|
|
509
|
LWM Advisory Services
Plantation,
Florida
|
$437K
|
+$437K
|
+3,965
|
New
|
|
|
510
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$434K
|
+$70.6K
|
+640
|
+19%
|
|
|
511
|
Regatta Capital Group
El Segundo,
California
|
$432K
|
-$38.4K
|
-348
|
-8%
|
|
|
512
|
Ted Buchan & Co
San Diego,
California
|
$430K
|
+$430K
|
+3,899
|
New
|
|
|
513
|
North Capital
Salt Lake City,
Utah
|
$429K
|
-$110
|
-1
|
-0%
|
|
|
514
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$427K
|
–
|
–
|
–
|
|
|
515
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$427K
|
–
|
–
|
–
|
|
|
516
|
Tortoise Investment Management
White Plains,
New York
|
$425K
|
-$39.7K
|
-360
|
-9%
|
|
|
517
|
Caprock Group
Boise,
Idaho
|
$415K
|
+$1.32K
|
+12
|
+0.3%
|
|
|
518
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$406K
|
+$406K
|
+3,686
|
New
|
|
|
519
|
MFA Wealth Services
Thousand Oaks,
California
|
$405K
|
-$8.82K
|
-80
|
-2%
|
|
|
520
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$401K
|
-$106K
|
-964
|
-21%
|
|
|
521
|
Investment Partners
New Philadelphia,
Ohio
|
$400K
|
–
|
–
|
–
|
|
|
522
|
Tompkins Financial
Ithaca,
New York
|
$399K
|
–
|
–
|
–
|
|
|
523
|
LTG Capital
Newton,
Massachusetts
|
$399K
|
–
|
–
|
–
|
|
|
524
|
Entelevest
Coral Gables,
Florida
|
$397K
|
+$397K
|
+3,600
|
New
|
|
|
525
|
Westmount Partners
Los Angeles,
California
|
$396K
|
+$397K
|
+3,597
|
New
|
|
