|
601
|
Matrix Trust Company
Denver,
Colorado
|
$388K
|
+$3.74K
|
+74
|
+1%
|
|
|
602
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$388K
|
–
|
–
|
–
|
|
|
603
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$379K
|
-$6.22K
|
-123
|
-2%
|
|
|
604
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$376K
|
–
|
–
|
–
|
|
|
605
|
First Foundation Advisors
Irvine,
California
|
$376K
|
+$379K
|
+7,500
|
New
|
|
|
606
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$375K
|
+$379K
|
+7,490
|
New
|
|
|
607
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$372K
|
-$75.1K
|
-1,484
|
-17%
|
|
|
608
|
World Equity Group
Schaumburg,
Illinois
|
$370K
|
+$373K
|
+7,380
|
New
|
|
|
609
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$369K
|
+$87.2K
|
+1,723
|
+31%
|
|
|
610
|
Raffa Wealth Management
Washington,
District of Columbia
|
$359K
|
+$2.83K
|
+56
|
+0.8%
|
|
|
611
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$358K
|
+$362K
|
+7,149
|
New
|
|
|
612
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$358K
|
+$362K
|
+7,150
|
New
|
|
|
613
|
Global Retirement Partners
San Rafael,
California
|
$352K
|
+$8.09K
|
+160
|
+2%
|
|
|
614
|
Iron Gate Global Advisors
Nsl,
Utah
|
$352K
|
+$356K
|
+7,028
|
New
|
|
|
615
|
Pinnacle Associates
New York
|
$350K
|
-$149K
|
-2,952
|
-30%
|
|
|
616
|
Kaizen Financial Strategies
Campbell,
California
|
$349K
|
-$20.2K
|
-400
|
-5%
|
|
|
617
|
Laidlaw Wealth Management
New York City,
New York
|
$348K
|
-$180K
|
-3,560
|
-34%
|
|
|
618
|
Covenant Asset Management
Chester,
New Jersey
|
$347K
|
+$14.7K
|
+290
|
+4%
|
|
|
619
|
Liberty Capital Management
Birmingham,
Michigan
|
$341K
|
+$344K
|
+6,796
|
New
|
|
|
620
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$340K
|
+$2.58K
|
+51
|
+0.8%
|
|
|
621
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$339K
|
+$327K
|
+6,455
|
+2,152%
|
|
|
622
|
Partners in Financial Planning
Salem,
Virginia
|
$336K
|
+$4.55K
|
+90
|
+1%
|
|
|
623
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$335K
|
+$455
|
+9
|
+0.1%
|
|
|
624
|
Worth Asset Management
Dallas,
Texas
|
$335K
|
+$759
|
+15
|
+0.2%
|
|
|
625
|
VERITY Wealth Advisors
Sausalito,
United States
|
$332K
|
+$123K
|
+2,440
|
+58%
|
|
