|
401
|
Creekside Partners
Petaluma,
California
|
$5.69M
|
+$170K
|
+2,084
|
+3%
|
|
|
402
|
NBC Securities
Birmingham,
Alabama
|
$5.68M
|
+$237K
|
+2,904
|
+4%
|
|
|
403
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$5.68M
|
+$5.54M
|
+67,798
|
New
|
|
|
404
|
Trilogy Capital
Irvine,
California
|
$5.65M
|
+$97.8K
|
+1,197
|
+2%
|
|
|
405
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.64M
|
+$16.2K
|
+198
|
+0.3%
|
|
|
406
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$5.62M
|
+$79K
|
+967
|
+1%
|
|
|
407
|
Richmond Investment Services
Mequon,
Wisconsin
|
$5.59M
|
-$3.57M
|
-43,706
|
-40%
|
|
|
408
|
IEQ Capital
Foster City,
California
|
$5.59M
|
+$1.4M
|
+17,173
|
+35%
|
|
|
409
|
IMA Advisory Services
Denver,
Colorado
|
$5.56M
|
-$1.18M
|
-14,412
|
-18%
|
|
|
410
|
Portland Global Advisors
Portland,
Maine
|
$5.55M
|
-$18.4K
|
-225
|
-0.3%
|
|
|
411
|
Ritholtz Wealth Management
New York
|
$5.53M
|
+$45.4K
|
+556
|
+0.8%
|
|
|
412
|
Schroder Investment Management Group
London,
United Kingdom
|
$5.51M
|
-$142M
|
-1,736,520
|
-96%
|
|
|
413
|
Vaquero Private Wealth
Dallas,
Texas
|
$5.51M
|
+$5.38M
|
+65,772
|
New
|
|
|
414
|
Next Level Wealth Planning
Meridian,
Idaho
|
$5.5M
|
-$123K
|
-1,500
|
-2%
|
|
|
415
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.48M
|
+$189K
|
+2,310
|
+4%
|
|
|
416
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$5.48M
|
-$193K
|
-2,356
|
-3%
|
|
|
417
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$5.41M
|
-$523K
|
-6,403
|
-9%
|
|
|
418
|
Valpey Financial Services
Concord,
New Hampshire
|
$5.37M
|
-$555K
|
-6,789
|
-10%
|
|
|
419
|
M3 Wealth Management
Cincinnati,
Ohio
|
$5.32M
|
+$500K
|
+6,123
|
+11%
|
|
|
420
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.29M
|
+$672K
|
+8,227
|
+15%
|
|
|
421
|
Watershed Asset Management
San Francisco,
California
|
$5.28M
|
-$1.03M
|
-12,648
|
-17%
|
|
|
422
|
Kelsey Financial
Moorpark,
California
|
$5.27M
|
+$59K
|
+722
|
+1%
|
|
|
423
|
Coastline Trust
Providence,
Rhode Island
|
$5.26M
|
+$122K
|
+1,491
|
+2%
|
|
|
424
|
Roundview Capital
Princeton,
New Jersey
|
$5.1M
|
+$127K
|
+1,556
|
+3%
|
|
|
425
|
HeadInvest LLC
Portland,
Maine
|
$5.08M
|
+$3.19M
|
+39,002
|
+180%
|
|
