|
476
|
Rockbridge Investment Management
Syracuse,
New York
|
$355K
|
+$332
|
+2
|
+0.1%
|
|
|
477
|
Meridian Wealth Management
Lexington,
Kentucky
|
$353K
|
+$997
|
+6
|
+0.3%
|
|
|
478
|
Avalon Investment & Advisory
Houston,
Texas
|
$351K
|
–
|
–
|
–
|
|
|
479
|
Clarkston Capital Partners
Rochester,
Michigan
|
$351K
|
+$332K
|
+2,000
|
New
|
|
|
480
|
CPWM LLC
Seattle,
Washington
|
$350K
|
-$57K
|
-343
|
-15%
|
|
|
481
|
Members Trust
Tampa,
Florida
|
$349K
|
–
|
–
|
–
|
|
|
482
|
Regions Financial Corp
Birmingham,
Alabama
|
$345K
|
-$97.7K
|
-588
|
-23%
|
|
|
483
|
Schiavi & Co
Wilmington,
Delaware
|
$344K
|
+$326K
|
+1,960
|
New
|
|
|
484
|
Abacus Wealth Partners
Santa Monica,
California
|
$343K
|
+$324K
|
+1,953
|
New
|
|
|
485
|
Seven Post Investment Office
San Francisco,
California
|
$342K
|
–
|
–
|
–
|
|
|
486
|
Weaver Consulting Group
Huntington Beach,
California
|
$342K
|
+$33.2K
|
+200
|
+11%
|
|
|
487
|
Abbrea Capital
Greenbrae,
California
|
$339K
|
–
|
–
|
–
|
|
|
488
|
Stephens Inc
Little Rock,
Arkansas
|
$338K
|
-$20.4K
|
-123
|
-6%
|
|
|
489
|
Waller Financial Planning Group
Columbus,
Ohio
|
$338K
|
–
|
–
|
–
|
|
|
490
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$334K
|
–
|
–
|
–
|
|
|
491
|
Collective Family Office
York,
Pennsylvania
|
$325K
|
+$307K
|
+1,850
|
New
|
|
|
492
|
Principle Wealth Partners
Madison,
Connecticut
|
$325K
|
+$307K
|
+1,850
|
New
|
|
|
493
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$324K
|
+$306K
|
+1,842
|
New
|
|
|
494
|
Frontier Wealth Management
Kansas City,
Missouri
|
$319K
|
+$5.98K
|
+36
|
+2%
|
|
|
495
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$319K
|
+$13K
|
+78
|
+4%
|
|
|
496
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$317K
|
-$31.2K
|
-188
|
-9%
|
|
|
497
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$316K
|
+$299K
|
+1,800
|
New
|
|
|
498
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$315K
|
+$298K
|
+1,795
|
New
|
|
|
499
|
Bank of Marin
Novato,
California
|
$309K
|
–
|
–
|
–
|
|
|
500
|
KCM Investment Advisors
Greenbrae,
California
|
$309K
|
–
|
–
|
–
|
|
