|
626
|
Avantax Planning Partners
Dubuque,
Iowa
|
$319K
|
+$290K
|
+2,245
|
New
|
|
|
627
|
Alpha Cubed Investments
Irvine,
California
|
$317K
|
–
|
–
|
–
|
|
|
628
|
Cypress Wealth Services
Palm Desert,
California
|
$317K
|
+$287K
|
+2,227
|
New
|
|
|
629
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$315K
|
+$41.8K
|
+324
|
+17%
|
|
|
630
|
Brown Advisory
Baltimore,
Maryland
|
$313K
|
-$6.71K
|
-52
|
-2%
|
|
|
631
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$311K
|
+$1.29K
|
+10
|
+0.5%
|
|
|
632
|
|
$311K
|
+$282K
|
+2,187
|
New
|
|
|
633
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$310K
|
+$25.4K
|
+197
|
+10%
|
|
|
634
|
NorthRock Partners
Minneapolis,
Minnesota
|
$307K
|
-$26.1K
|
-202
|
-9%
|
|
|
635
|
Advisornet Financial
Minnetonka,
Minnesota
|
$306K
|
-$344K
|
-2,669
|
-55%
|
|
|
636
|
Private Trust Company
Cleveland,
Ohio
|
$305K
|
-$370K
|
-2,870
|
-57%
|
|
|
637
|
West Financial Advisors
Des Moines,
Iowa
|
$304K
|
+$276K
|
+2,140
|
New
|
|
|
638
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$302K
|
+$274K
|
+2,125
|
New
|
|
|
639
|
Wambolt & Associates
Littleton,
Colorado
|
$302K
|
+$274K
|
+2,126
|
New
|
|
|
640
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$299K
|
–
|
–
|
–
|
|
|
641
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$299K
|
–
|
–
|
–
|
|
|
642
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$298K
|
-$71.7K
|
-556
|
-21%
|
|
|
643
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$298K
|
+$12.4K
|
+96
|
+5%
|
|
|
644
|
Lake Street Private Wealth
Chicago,
Illinois
|
$296K
|
+$268K
|
+2,079
|
New
|
|
|
645
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$293K
|
–
|
–
|
–
|
|
|
646
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$292K
|
+$265K
|
+2,051
|
New
|
|
|
647
|
Trellis Advisors
Ellensburg,
Washington
|
$292K
|
+$265K
|
+2,052
|
New
|
|
|
648
|
Brown Brothers Harriman & Co
New York
|
$292K
|
+$265K
|
+2,055
|
New
|
|
|
649
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$292K
|
+$265K
|
+2,057
|
New
|
|
|
650
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$291K
|
+$8.26K
|
+64
|
+3%
|
|
