|
851
|
Bourgeon Capital Management
Darien,
Connecticut
|
$356K
|
–
|
–
|
–
|
|
|
852
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$356K
|
-$29.2K
|
-331
|
-8%
|
|
|
853
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$355K
|
+$39.6K
|
+449
|
+13%
|
|
|
854
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$355K
|
-$29.4K
|
-333
|
-8%
|
|
|
855
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$354K
|
+$90K
|
+1,021
|
+36%
|
|
|
856
|
Inspire Advisors
Meridian,
Idaho
|
$354K
|
-$3.55M
|
-40,293
|
-91%
|
|
|
857
|
Silvercrest Asset Management
New York
|
$353K
|
-$353
|
-4
|
-0.1%
|
|
|
858
|
Register Financial Advisors
Atlanta,
Georgia
|
$353K
|
+$14.2K
|
+161
|
+4%
|
|
|
859
|
Merriman Wealth Management
Seattle,
Washington
|
$352K
|
-$5.82K
|
-66
|
-2%
|
|
|
860
|
SlateStone Wealth
Jupiter,
Florida
|
$352K
|
+$353
|
+4
|
+0.1%
|
|
|
861
|
CVA Family Office
Denver,
Colorado
|
$351K
|
-$6.96K
|
-79
|
-2%
|
|
|
862
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$350K
|
-$176K
|
-1,994
|
-35%
|
|
|
863
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$350K
|
–
|
–
|
–
|
|
|
864
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$348K
|
+$14K
|
+159
|
+4%
|
|
|
865
|
Tocqueville Asset Management
New York
|
$347K
|
–
|
–
|
–
|
|
|
866
|
Secure Asset Management
Troy,
Michigan
|
$346K
|
–
|
–
|
–
|
|
|
867
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$345K
|
–
|
–
|
–
|
|
|
868
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$345K
|
+$21.8K
|
+247
|
+7%
|
|
|
869
|
|
$345K
|
–
|
–
|
–
|
|
|
870
|
TSA Wealth Management
Houston,
Texas
|
$344K
|
-$75K
|
-851
|
-18%
|
|
|
871
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$344K
|
-$13.8K
|
-156
|
-4%
|
|
|
872
|
Charles Schwab
San Francisco,
California
|
$344K
|
-$5.03K
|
-57
|
-1%
|
|
|
873
|
Cahill Financial Advisors
Edina,
Minnesota
|
$343K
|
+$31.6K
|
+359
|
+11%
|
|
|
874
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$338K
|
–
|
–
|
–
|
|
|
875
|
Ausdal Financial Partners
Davenport,
Iowa
|
$336K
|
+$43.1K
|
+489
|
+15%
|
|
