|
401
|
Albion Financial Group
Salt Lake City,
Utah
|
$526K
|
+$28.8K
|
+420
|
+6%
|
|
|
402
|
East Coast Asset Management
Essex,
Massachusetts
|
$516K
|
–
|
–
|
–
|
|
|
403
|
BluePointe Capital Management
Menlo Park,
California
|
$508K
|
–
|
–
|
–
|
|
|
404
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$503K
|
–
|
–
|
–
|
|
|
405
|
Merrion Investment Management
Cranford,
New Jersey
|
$502K
|
–
|
–
|
–
|
|
|
406
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$502K
|
–
|
–
|
–
|
|
|
407
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$498K
|
+$235K
|
+3,415
|
+97%
|
|
|
408
|
Simon Quick Advisors
Morristown,
New Jersey
|
$497K
|
+$2.2K
|
+32
|
+0.5%
|
|
|
409
|
Chris Bulman
Roseville,
California
|
$496K
|
-$20.5K
|
-298
|
-4%
|
|
|
410
|
Creekside Partners
Petaluma,
California
|
$491K
|
–
|
–
|
–
|
|
|
411
|
Biltmore Family Office
Charlotte,
North Carolina
|
$491K
|
–
|
–
|
–
|
|
|
412
|
Olistico Wealth
Tulsa,
Oklahoma
|
$490K
|
-$70.2K
|
-1,022
|
-13%
|
|
|
413
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$483K
|
+$82.5K
|
+1,202
|
+15%
|
|
|
414
|
Curated Wealth Partners
El Segundo,
California
|
$479K
|
-$19.2K
|
-280
|
-4%
|
|
|
415
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$476K
|
–
|
–
|
–
|
|
|
416
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$474K
|
–
|
–
|
–
|
|
|
417
|
Life Line Wealth Management
Beverly Hills,
California
|
$472K
|
-$25.6M
|
-372,292
|
-98%
|
|
|
418
|
Family Capital Management
Grand Rapids,
Michigan
|
$470K
|
–
|
–
|
–
|
|
|
419
|
Compass Advisory Group
Melville,
New York
|
$465K
|
-$90.9K
|
-1,324
|
-17%
|
|
|
420
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$462K
|
-$26.7K
|
-389
|
-6%
|
|
|
421
|
Segment Wealth Management
Houston,
Texas
|
$461K
|
-$10.6K
|
-154
|
-2%
|
|
|
422
|
CFO4Life Group
Coppell,
Texas
|
$461K
|
+$481
|
+7
|
+0.1%
|
|
|
423
|
WesBanco Bank
Wheeling,
West Virginia
|
$458K
|
–
|
–
|
–
|
|
|
424
|
Pinnacle Associates
New York
|
$458K
|
+$46K
|
+670
|
+10%
|
|
|
425
|
Providence First Trust
Scottsdale,
Arizona
|
$457K
|
+$34.3K
|
+500
|
+9%
|
|
