|
301
|
Choreo LLC
Rockford,
Illinois
|
$769K
|
-$30.2K
|
-245
|
-4%
|
|
|
302
|
Investment Partners
New Philadelphia,
Ohio
|
$764K
|
-$2M
|
-16,198
|
-74%
|
|
|
303
|
Cary Street Partners
Richmond,
Virginia
|
$757K
|
+$99.5K
|
+807
|
+17%
|
|
|
304
|
World Investment Advisors
Santa Barbara,
California
|
$754K
|
-$483K
|
-3,917
|
-41%
|
|
|
305
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$754K
|
-$88.1K
|
-714
|
-11%
|
|
|
306
|
Eagle Strategies
New York
|
$749K
|
-$26.9K
|
-218
|
-4%
|
|
|
307
|
Avidian Wealth Enterprises
Houston,
Texas
|
$745K
|
-$466K
|
-3,780
|
-41%
|
|
|
308
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$738K
|
-$328K
|
-2,661
|
-33%
|
|
|
309
|
Rockbridge Investment Management
Syracuse,
New York
|
$734K
|
-$9.87K
|
-80
|
-1%
|
|
|
310
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$728K
|
+$668K
|
+5,419
|
New
|
|
|
311
|
True North Advisors
Dallas,
Texas
|
$718K
|
-$10.5K
|
-85
|
-2%
|
|
|
312
|
Concurrent Investment Advisors
Tampa,
Florida
|
$716K
|
+$657K
|
+5,325
|
New
|
|
|
313
|
SilverOak Wealth Management
Edina,
Minnesota
|
$715K
|
-$10.9K
|
-88
|
-2%
|
|
|
314
|
Liberty Capital Management
Birmingham,
Michigan
|
$710K
|
–
|
–
|
–
|
|
|
315
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$700K
|
–
|
–
|
–
|
|
|
316
|
KCM Investment Advisors
Greenbrae,
California
|
$697K
|
+$640K
|
+5,187
|
New
|
|
|
317
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$691K
|
–
|
–
|
–
|
|
|
318
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$690K
|
+$617
|
+5
|
+0.1%
|
|
|
319
|
BWM Planning
The Woodlands,
Texas
|
$690K
|
–
|
–
|
–
|
|
|
320
|
Csenge Advisory Group
Clearwater,
Florida
|
$684K
|
+$171K
|
+1,384
|
+35%
|
|
|
321
|
M&T Bank
Buffalo,
New York
|
$683K
|
-$186K
|
-1,507
|
-23%
|
|
|
322
|
|
$677K
|
+$622K
|
+5,043
|
New
|
|
|
323
|
United Capital Financial Advisors
Irving,
Texas
|
$675K
|
-$9.13K
|
-74
|
-1%
|
|
|
324
|
Brighton Jones LLC
Seattle,
Washington
|
$673K
|
+$33.8K
|
+274
|
+6%
|
|
|
325
|
Private Trust Company
Cleveland,
Ohio
|
$670K
|
-$10.2K
|
-83
|
-2%
|
|
