|
351
|
|
$558K
|
+$18.4K
|
+450
|
+4%
|
|
|
352
|
Clear Perspective Advisors
Aurora,
Illinois
|
$558K
|
+$67.4K
|
+1,650
|
+14%
|
|
|
353
|
Fort Point Capital Partners
San Francisco,
California
|
$548K
|
+$14.4K
|
+353
|
+3%
|
|
|
354
|
MGO One Seven
Beachwood,
Ohio
|
$547K
|
–
|
–
|
–
|
|
|
355
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$542K
|
+$209K
|
+5,127
|
+66%
|
|
|
356
|
Caldwell Trust
Venice,
Florida
|
$541K
|
+$30.6K
|
+750
|
+6%
|
|
|
357
|
Laidlaw Wealth Management
New York City,
New York
|
$538K
|
+$31.7K
|
+776
|
+6%
|
|
|
358
|
Colony Group
Boston,
Massachusetts
|
$523K
|
+$29.7K
|
+728
|
+6%
|
|
|
359
|
Brio Consultants
San Francisco,
California
|
$513K
|
+$1.39K
|
+34
|
+0.3%
|
|
|
360
|
Frisch Financial Group
Melville,
New York
|
$510K
|
+$2.69K
|
+66
|
+0.5%
|
|
|
361
|
Financial Management Network
Mission Viejo,
California
|
$507K
|
-$60.2K
|
-1,475
|
-11%
|
|
|
362
|
Harrison & Co Wealth Management
Roanoke,
Virginia
|
$507K
|
+$492K
|
+12,063
|
New
|
|
|
363
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$501K
|
+$38.1K
|
+933
|
+8%
|
|
|
364
|
J.W. Cole Advisors
Tampa,
Florida
|
$483K
|
+$469K
|
+11,500
|
New
|
|
|
365
|
Wallington Asset Management
Indianapolis,
Indiana
|
$478K
|
-$135K
|
-3,310
|
-23%
|
|
|
366
|
Kalos Management
Alpharetta,
Georgia
|
$469K
|
+$13.4K
|
+329
|
+3%
|
|
|
367
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$469K
|
+$456K
|
+11,160
|
New
|
|
|
368
|
WorthPointe
La Jolla,
California
|
$468K
|
+$483K
|
+11,834
|
New
|
|
|
369
|
Arrow Financial
Glens Falls,
New York
|
$465K
|
-$186K
|
-4,563
|
-29%
|
|
|
370
|
Facet Wealth Inc
Baltimore,
Maryland
|
$464K
|
+$7.39K
|
+181
|
+2%
|
|
|
371
|
Belpointe Asset Management
Reno,
Nevada
|
$455K
|
+$443K
|
+10,845
|
New
|
|
|
372
|
Lido Advisors
Los Angeles,
California
|
$450K
|
+$160K
|
+3,918
|
+58%
|
|
|
373
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$450K
|
+$437K
|
+10,712
|
New
|
|
|
374
|
Advance Capital Management
Southfield,
Michigan
|
$448K
|
+$436K
|
+10,676
|
New
|
|
|
375
|
SEI Investments
Oaks,
Pennsylvania
|
$446K
|
-$4.29K
|
-105
|
-1%
|
|
