|
726
|
Caldwell Trust
Venice,
Florida
|
$358K
|
+$15.5K
|
+54
|
+4%
|
|
|
727
|
Calton & Associates
Tampa,
Florida
|
$357K
|
–
|
–
|
–
|
|
|
728
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$350K
|
+$359K
|
+1,253
|
New
|
|
|
729
|
HSBC Holdings
London,
United Kingdom
|
$349K
|
+$358K
|
+1,252
|
New
|
|
|
730
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$349K
|
+$1.15K
|
+4
|
+0.3%
|
|
|
731
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$349K
|
-$1.71M
|
-5,973
|
-83%
|
|
|
732
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$348K
|
-$27.2K
|
-95
|
-7%
|
|
|
733
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$347K
|
-$35.2K
|
-123
|
-9%
|
|
|
734
|
Asset Dedication LLC
San Francisco,
California
|
$346K
|
–
|
–
|
–
|
|
|
735
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$340K
|
+$37.8K
|
+132
|
+12%
|
|
|
736
|
Blalock Williams
Alexander City,
Alabama
|
$340K
|
-$118K
|
-412
|
-25%
|
|
|
737
|
Summit Financial
Parsippany,
New Jersey
|
$339K
|
+$347K
|
+1,214
|
New
|
|
|
738
|
QRG Capital Management
Chicago,
Illinois
|
$339K
|
+$81K
|
+283
|
+30%
|
|
|
739
|
New Hampshire Trust
Concord,
New Hampshire
|
$338K
|
–
|
–
|
–
|
|
|
740
|
Wilson & Boucher Capital Management
Moraga,
California
|
$335K
|
–
|
–
|
–
|
|
|
741
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$334K
|
-$396K
|
-1,385
|
-54%
|
|
|
742
|
LWM Advisors
El Dorado Hills,
California
|
$330K
|
–
|
–
|
–
|
|
|
743
|
CM Wealth Advisors
Beachwood,
Ohio
|
$329K
|
–
|
–
|
–
|
|
|
744
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$328K
|
-$24.6K
|
-86
|
-7%
|
|
|
745
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$328K
|
-$1.43K
|
-5
|
-0.4%
|
|
|
746
|
Howland Capital Management
Boston,
Massachusetts
|
$328K
|
–
|
–
|
–
|
|
|
747
|
Artesa Financial Group
Conroe,
Texas
|
$327K
|
+$336K
|
+1,173
|
New
|
|
|
748
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$327K
|
–
|
–
|
–
|
|
|
749
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$320K
|
+$328K
|
+1,145
|
New
|
|
|
750
|
Scott Capital Advisors
Portland,
Oregon
|
$319K
|
–
|
–
|
–
|
|
