|
901
|
Insight Wealth Strategies
San Ramon,
California
|
$547K
|
+$504K
|
+7,584
|
New
|
|
|
902
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$544K
|
-$39.9K
|
-600
|
-7%
|
|
|
903
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$542K
|
+$62.8K
|
+944
|
+14%
|
|
|
904
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$541K
|
+$441K
|
+6,640
|
+769%
|
|
|
905
|
|
$540K
|
–
|
–
|
–
|
|
|
906
|
Sentinus LLC
Oak Brook,
Illinois
|
$539K
|
+$3.19K
|
+48
|
+0.6%
|
|
|
907
|
Wealth Effects
Boston,
Massachusetts
|
$538K
|
-$4.25K
|
-64
|
-0.9%
|
|
|
908
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$533K
|
+$21.3K
|
+320
|
+5%
|
|
|
909
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$531K
|
+$489K
|
+7,360
|
New
|
|
|
910
|
BOK Financial Private Wealth
Denver,
Colorado
|
$528K
|
-$133K
|
-2,000
|
-21%
|
|
|
911
|
Lunt Capital Management
Holladay,
Utah
|
$528K
|
–
|
–
|
–
|
|
|
912
|
Terra Nova Asset Management
New York
|
$528K
|
–
|
–
|
–
|
|
|
913
|
AQR Capital Management
Greenwich,
Connecticut
|
$527K
|
+$149K
|
+2,240
|
+44%
|
|
|
914
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$527K
|
+$1.06K
|
+16
|
+0.2%
|
|
|
915
|
Kingfisher Capital
Charlotte,
North Carolina
|
$525K
|
–
|
–
|
–
|
|
|
916
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$524K
|
+$100K
|
+1,504
|
+28%
|
|
|
917
|
360 Financial
Wayzata,
Minnesota
|
$522K
|
–
|
–
|
–
|
|
|
918
|
Montis Financial
Waltham,
Massachusetts
|
$520K
|
-$585K
|
-8,800
|
-55%
|
|
|
919
|
Running Point Capital Advisors
El Segundo,
California
|
$520K
|
–
|
–
|
–
|
|
|
920
|
Gries Financial
Cleveland,
Ohio
|
$520K
|
–
|
–
|
–
|
|
|
921
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$519K
|
-$1.59K
|
-24
|
-0.3%
|
|
|
922
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$519K
|
–
|
–
|
–
|
|
|
923
|
Whitford Management
New York
|
$519K
|
–
|
–
|
–
|
|
|
924
|
Courier Capital
Buffalo,
New York
|
$518K
|
-$21.8K
|
-328
|
-4%
|
|
|
925
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$510K
|
+$471K
|
+7,080
|
New
|
|
