|
301
|
Affinity Wealth Management
Wilmington,
Delaware
|
$414K
|
–
|
–
|
–
|
|
|
302
|
Sherman Asset Management
Ventura,
California
|
$414K
|
+$418K
|
+3,404
|
New
|
|
|
303
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$406K
|
+$11.7K
|
+95
|
+3%
|
|
|
304
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$406K
|
+$5.28K
|
+43
|
+1%
|
|
|
305
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$401K
|
–
|
–
|
–
|
|
|
306
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$399K
|
-$33.7K
|
-275
|
-8%
|
|
|
307
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$395K
|
–
|
–
|
–
|
|
|
308
|
Wealth Alliance
Mellville,
New York
|
$394K
|
-$5.89K
|
-48
|
-1%
|
|
|
309
|
Diversify Advisory Services
Sandy,
Utah
|
$381K
|
-$13.9K
|
-113
|
-3%
|
|
|
310
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$374K
|
-$1.23K
|
-10
|
-0.3%
|
|
|
311
|
Transform Wealth
Greenwood Village,
Colorado
|
$371K
|
–
|
–
|
–
|
|
|
312
|
Sand Hill Global Advisors
Palo Alto,
California
|
$369K
|
–
|
–
|
–
|
|
|
313
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$369K
|
-$6.26K
|
-51
|
-2%
|
|
|
314
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$366K
|
-$17.4K
|
-142
|
-5%
|
|
|
315
|
Oxford Financial Group
Carmel,
Indiana
|
$365K
|
–
|
–
|
–
|
|
|
316
|
LVZ Inc
Holland,
Michigan
|
$361K
|
–
|
–
|
–
|
|
|
317
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$359K
|
+$24.9K
|
+203
|
+7%
|
|
|
318
|
Natural Investments
Windsor,
California
|
$358K
|
+$362K
|
+2,950
|
New
|
|
|
319
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$354K
|
+$361K
|
+2,941
|
New
|
|
|
320
|
Stanich Group
Montauk,
New York
|
$354K
|
+$357K
|
+2,908
|
New
|
|
|
321
|
Fusion Family Wealth
Woodbury,
New York
|
$351K
|
-$27.8K
|
-227
|
-7%
|
|
|
322
|
Fairview Capital Investment Management
Greenbrae,
California
|
$349K
|
-$24.5K
|
-200
|
-7%
|
|
|
323
|
Tradition Wealth Management
Edina,
Minnesota
|
$348K
|
-$55.7K
|
-454
|
-14%
|
|
|
324
|
|
$345K
|
-$32.5K
|
-265
|
-9%
|
|
|
325
|
Advisor OS
Chicago,
Illinois
|
$339K
|
-$35.2K
|
-287
|
-9%
|
|
