|
701
|
Frisch Financial Group
Melville,
New York
|
$374K
|
+$379K
|
+6,379
|
New
|
|
|
702
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$374K
|
-$22.7K
|
-382
|
-6%
|
|
|
703
|
Coastline Trust
Providence,
Rhode Island
|
$372K
|
-$185K
|
-3,111
|
-33%
|
|
|
704
|
Lion Street Advisors
Austin,
Texas
|
$370K
|
+$31.7K
|
+534
|
+10%
|
|
|
705
|
Credit Suisse
Zurich,
Switzerland
|
$367K
|
+$125K
|
+2,108
|
+51%
|
|
|
706
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$367K
|
+$36.6K
|
+616
|
+11%
|
|
|
707
|
Brighton Jones LLC
Seattle,
Washington
|
$366K
|
+$118K
|
+1,981
|
+47%
|
|
|
708
|
Port Capital
Chicago,
Illinois
|
$365K
|
–
|
–
|
–
|
|
|
709
|
|
$365K
|
–
|
–
|
–
|
|
|
710
|
|
$364K
|
–
|
–
|
–
|
|
|
711
|
FAS Wealth Partners
Leawood,
Kansas
|
$360K
|
+$8.91K
|
+150
|
+3%
|
|
|
712
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$357K
|
-$62.1K
|
-1,045
|
-15%
|
|
|
713
|
DGS Capital Management
Jersey City,
New Jersey
|
$356K
|
+$2.26K
|
+38
|
+0.6%
|
|
|
714
|
Sabal Trust
St. Petersburg,
Florida
|
$356K
|
+$67.4K
|
+1,135
|
+23%
|
|
|
715
|
AlphaQ Advisors
Winter Park,
Florida
|
$355K
|
+$20.3K
|
+342
|
+6%
|
|
|
716
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$354K
|
+$77.1K
|
+1,299
|
+27%
|
|
|
717
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$351K
|
+$356K
|
+5,992
|
New
|
|
|
718
|
Moseley Investment Management
Bradenton,
Florida
|
$350K
|
-$26.7K
|
-450
|
-7%
|
|
|
719
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$348K
|
-$831
|
-14
|
-0.2%
|
|
|
720
|
Perigon Wealth Management
San Francisco,
California
|
$348K
|
+$88.8K
|
+1,496
|
+34%
|
|
|
721
|
Solidarity Wealth
Lehi,
Utah
|
$344K
|
-$84.4K
|
-1,421
|
-20%
|
|
|
722
|
Boston Financial Management
Boston,
Massachusetts
|
$343K
|
-$6.29K
|
-106
|
-2%
|
|
|
723
|
Mengis Capital Management
Portland,
Oregon
|
$342K
|
+$10.5K
|
+177
|
+3%
|
|
|
724
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$339K
|
–
|
–
|
–
|
|
|
725
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$338K
|
+$14.8K
|
+249
|
+5%
|
|
