|
451
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$245K
|
-$1.19K
|
-50
|
-0.5%
|
|
|
452
|
Personal Capital Advisors
Redwood City,
California
|
$245K
|
+$234K
|
+9,845
|
New
|
|
|
453
|
|
$241K
|
-$2.39M
|
-100,270
|
-91%
|
|
|
454
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$240K
|
–
|
–
|
–
|
|
|
455
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$240K
|
+$7.38K
|
+310
|
+3%
|
|
|
456
|
|
$239K
|
+$225K
|
+9,450
|
New
|
|
|
457
|
Liberty Wealth Management
Oakland,
California
|
$236K
|
-$40.2K
|
-1,690
|
-15%
|
|
|
458
|
Venture Visionary Partners
Sylvania,
Ohio
|
$236K
|
–
|
–
|
–
|
|
|
459
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$234K
|
-$23.1K
|
-970
|
-9%
|
|
|
460
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$233K
|
+$220K
|
+9,240
|
New
|
|
|
461
|
Weatherly Asset Management
Del Mar,
California
|
$230K
|
–
|
–
|
–
|
|
|
462
|
Csenge Advisory Group
Clearwater,
Florida
|
$229K
|
+$277K
|
+11,635
|
New
|
|
|
463
|
ARS Investment Partners
New York
|
$228K
|
+$214K
|
+9,000
|
New
|
|
|
464
|
CreativeOne Wealth
Overland Park,
Kansas
|
$226K
|
-$46.2K
|
-1,940
|
-18%
|
|
|
465
|
Transform Wealth
Greenwood Village,
Colorado
|
$224K
|
-$12.6K
|
-530
|
-6%
|
|
|
466
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$224K
|
+$12.4K
|
+520
|
+5%
|
|
|
467
|
Wealth Architects
Mountain View,
California
|
$224K
|
+$211K
|
+8,880
|
New
|
|
|
468
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$222K
|
+$209K
|
+8,775
|
New
|
|
|
469
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$222K
|
+$209K
|
+8,775
|
New
|
|
|
470
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$222K
|
+$210K
|
+8,800
|
New
|
|
|
471
|
Matthew Hamilton Rosenberg
|
$221K
|
+$22.1K
|
+930
|
+12%
|
|
|
472
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$217K
|
+$205K
|
+8,590
|
New
|
|
|
473
|
Cambridge Trust
Cambridge,
Massachusetts
|
$217K
|
+$205K
|
+8,600
|
New
|
|
|
474
|
Seelaus Asset Management
Chatham,
New Jersey
|
$215K
|
+$202K
|
+8,500
|
New
|
|
|
475
|
Burns Matteson Capital Management
Corning,
New York
|
$214K
|
+$202K
|
+8,465
|
New
|
|
