|
651
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$312K
|
–
|
–
|
–
|
|
|
652
|
World Investment Advisors
Santa Barbara,
California
|
$311K
|
-$61.9K
|
-340
|
-17%
|
|
|
653
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$311K
|
–
|
–
|
–
|
|
|
654
|
Bogart Wealth LLC
Mclean,
Virginia
|
$309K
|
+$52.4K
|
+288
|
+21%
|
|
|
655
|
Weaver Consulting Group
Huntington Beach,
California
|
$309K
|
-$52.8K
|
-290
|
-15%
|
|
|
656
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$308K
|
+$21.8K
|
+120
|
+8%
|
|
|
657
|
Forte Capital
Rochester,
New York
|
$307K
|
–
|
–
|
–
|
|
|
658
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$305K
|
–
|
–
|
–
|
|
|
659
|
Bank of Marin
Novato,
California
|
$304K
|
–
|
–
|
–
|
|
|
660
|
Manchester Capital Management
Manchester,
Vermont
|
$303K
|
–
|
–
|
–
|
|
|
661
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$303K
|
-$182
|
-1
|
-0.1%
|
|
|
662
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$303K
|
+$295K
|
+1,620
|
New
|
|
|
663
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$302K
|
-$78.1K
|
-429
|
-21%
|
|
|
664
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$302K
|
–
|
–
|
–
|
|
|
665
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$300K
|
-$1.46K
|
-8
|
-0.5%
|
|
|
666
|
Pegasus Partners
Mequon,
Wisconsin
|
$300K
|
–
|
–
|
–
|
|
|
667
|
RDA Financial Network
Akron,
Iowa
|
$300K
|
–
|
–
|
–
|
|
|
668
|
Fiduciary Group
Savannah,
Georgia
|
$299K
|
–
|
–
|
–
|
|
|
669
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$298K
|
–
|
–
|
–
|
|
|
670
|
Mitchell Capital Management
Leawood,
Kansas
|
$298K
|
–
|
–
|
–
|
|
|
671
|
Calamos Wealth Management
Naperville,
Illinois
|
$298K
|
-$55K
|
-302
|
-16%
|
|
|
672
|
Axiom Financial Strategies
New Albany,
Indiana
|
$297K
|
-$6.62M
|
-36,356
|
-96%
|
|
|
673
|
Schoolcraft Capital
Boulder,
Colorado
|
$297K
|
-$29.3K
|
-161
|
-9%
|
|
|
674
|
Legacy Trust
Grand Rapids,
Michigan
|
$296K
|
–
|
–
|
–
|
|
|
675
|
Willow Creek Wealth Management
Sebastopol,
California
|
$296K
|
–
|
–
|
–
|
|
