|
626
|
Private Asset Management
San Diego,
California
|
$672K
|
+$628K
|
+16,388
|
New
|
|
|
627
|
Tompkins Financial
Ithaca,
New York
|
$670K
|
-$32.2K
|
-840
|
-5%
|
|
|
628
|
Choreo LLC
Rockford,
Illinois
|
$664K
|
–
|
–
|
–
|
|
|
629
|
Legacy Private Trust
Neenah,
Wisconsin
|
$656K
|
–
|
–
|
–
|
|
|
630
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$656K
|
+$7.66K
|
+200
|
+1%
|
|
|
631
|
Rockland Trust
Hanover,
Massachusetts
|
$655K
|
-$10.1K
|
-264
|
-2%
|
|
|
632
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$650K
|
–
|
–
|
–
|
|
|
633
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$649K
|
+$43.4K
|
+1,132
|
+8%
|
|
|
634
|
Financial Engines Advisors
Santa Clara,
California
|
$648K
|
-$53.8K
|
-1,404
|
-8%
|
|
|
635
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$643K
|
+$601K
|
+15,688
|
New
|
|
|
636
|
Marotta Asset Management
Charlottesville,
Virginia
|
$642K
|
–
|
–
|
–
|
|
|
637
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$640K
|
+$14.1K
|
+368
|
+2%
|
|
|
638
|
L & S Advisors
Los Angeles,
California
|
$640K
|
+$598K
|
+15,616
|
New
|
|
|
639
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$633K
|
–
|
–
|
–
|
|
|
640
|
AJ Wealth Strategies
New York
|
$633K
|
+$321K
|
+8,368
|
+118%
|
|
|
641
|
Lutz Financial Services
Omaha,
Nebraska
|
$632K
|
-$1.47M
|
-38,340
|
-71%
|
|
|
642
|
Sonata Capital Group
Seattle,
Washington
|
$631K
|
–
|
–
|
–
|
|
|
643
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$630K
|
-$18.4K
|
-480
|
-3%
|
|
|
644
|
Starfire Investment Advisers
Southfield,
Michigan
|
$627K
|
+$587K
|
+15,316
|
New
|
|
|
645
|
Oxbow Advisors
Austin,
Texas
|
$623K
|
–
|
–
|
–
|
|
|
646
|
Country Club Trust
Kansas City,
Missouri
|
$622K
|
+$41.4K
|
+1,080
|
+8%
|
|
|
647
|
Matrix Private Capital Group
New York
|
$616K
|
+$22.4K
|
+584
|
+4%
|
|
|
648
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$611K
|
+$460
|
+12
|
+0.1%
|
|
|
649
|
Trellis Advisors
Ellensburg,
Washington
|
$608K
|
–
|
–
|
–
|
|
|
650
|
Summit Wealth Partners
Orlando,
Florida
|
$596K
|
+$4.9K
|
+128
|
+0.9%
|
|
