|
651
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$530K
|
–
|
–
|
–
|
|
|
652
|
Private Trust Company
Cleveland,
Ohio
|
$529K
|
-$19.1K
|
-222
|
-3%
|
|
|
653
|
IEQ Capital
Foster City,
California
|
$527K
|
+$524K
|
+6,101
|
New
|
|
|
654
|
Focus Financial Network
Minneapolis,
Minnesota
|
$527K
|
-$70K
|
-815
|
-12%
|
|
|
655
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$527K
|
+$14.1K
|
+164
|
+3%
|
|
|
656
|
Symmetry Partners
Glastonbury,
Connecticut
|
$519K
|
+$5.07K
|
+59
|
+1%
|
|
|
657
|
NKCFO LLC
Geneva,
Illinois
|
$519K
|
–
|
–
|
–
|
|
|
658
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$517K
|
+$34.1K
|
+397
|
+7%
|
|
|
659
|
Aurelius Family Office
Bedford,
New Hampshire
|
$516K
|
-$64.9K
|
-756
|
-11%
|
|
|
660
|
American Asset Management
Boca Raton,
Florida
|
$511K
|
-$46.8K
|
-545
|
-8%
|
|
|
661
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$507K
|
-$1.89K
|
-22
|
-0.4%
|
|
|
662
|
Orcam Financial Group
Encinitas,
California
|
$497K
|
+$494K
|
+5,751
|
New
|
|
|
663
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$497K
|
–
|
–
|
–
|
|
|
664
|
Saxon Interests
Houston,
Texas
|
$494K
|
-$2.4K
|
-28
|
-0.5%
|
|
|
665
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$493K
|
-$89.8K
|
-1,046
|
-15%
|
|
|
666
|
First Interstate Bank
Billings,
Montana
|
$493K
|
-$38.6K
|
-450
|
-7%
|
|
|
667
|
MMBG Investment Advisors
Miami,
Florida
|
$488K
|
–
|
–
|
–
|
|
|
668
|
West Michigan Advisors
Holland,
Michigan
|
$487K
|
-$831K
|
-9,679
|
-63%
|
|
|
669
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$485K
|
+$24.6K
|
+287
|
+5%
|
|
|
670
|
|
$477K
|
-$9.41M
|
-109,544
|
-95%
|
|
|
671
|
Penbrook Management
New York
|
$476K
|
+$473K
|
+5,510
|
New
|
|
|
672
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$473K
|
+$470K
|
+5,474
|
New
|
|
|
673
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$473K
|
–
|
–
|
–
|
|
|
674
|
HeadInvest LLC
Portland,
Maine
|
$471K
|
–
|
–
|
–
|
|
|
675
|
Lewis Asset Management
Lafayette,
California
|
$467K
|
+$515
|
+6
|
+0.1%
|
|
