|
801
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$372K
|
+$359K
|
+6,166
|
New
|
|
|
802
|
Chesley Taft & Associates
Chicago,
Illinois
|
$370K
|
-$40.7K
|
-700
|
-10%
|
|
|
803
|
Robinswood Financial
Kirkland,
Washington
|
$370K
|
+$11.6K
|
+200
|
+3%
|
|
|
804
|
Regatta Capital Group
El Segundo,
California
|
$369K
|
+$356K
|
+6,116
|
New
|
|
|
805
|
Brown Brothers Harriman & Co
New York
|
$368K
|
+$355K
|
+6,105
|
New
|
|
|
806
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$367K
|
+$1.28K
|
+22
|
+0.4%
|
|
|
807
|
Asset Dedication LLC
San Francisco,
California
|
$367K
|
+$20.4K
|
+350
|
+6%
|
|
|
808
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$365K
|
+$21.5K
|
+370
|
+7%
|
|
|
809
|
HT Partners
Centerbrook,
Connecticut
|
$365K
|
+$13K
|
+224
|
+4%
|
|
|
810
|
Inlet Private Wealth
Jupiter,
Florida
|
$363K
|
+$58.2K
|
+1,000
|
+20%
|
|
|
811
|
Falcon Wealth Planning
Ontario,
California
|
$363K
|
+$52K
|
+894
|
+17%
|
|
|
812
|
McLean Asset Management
Tysons,
Virginia
|
$362K
|
–
|
–
|
–
|
|
|
813
|
SJS Investment Consulting
Sylvania,
Ohio
|
$362K
|
–
|
–
|
–
|
|
|
814
|
FF Advisors
Manhattan Beach,
California
|
$361K
|
-$8.73K
|
-150
|
-2%
|
|
|
815
|
Empirical Wealth Management
Seattle,
Washington
|
$357K
|
–
|
–
|
–
|
|
|
816
|
Clear Creek Financial Management
Silverdale,
Washington
|
$356K
|
+$32.6K
|
+560
|
+10%
|
|
|
817
|
Western Wealth Management
Golden,
Colorado
|
$355K
|
-$9.72K
|
-167
|
-3%
|
|
|
818
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$355K
|
+$19.7K
|
+338
|
+6%
|
|
|
819
|
|
$353K
|
+$312K
|
+5,362
|
+1,081%
|
|
|
820
|
Sabal Trust
St. Petersburg,
Florida
|
$353K
|
+$341K
|
+5,853
|
New
|
|
|
821
|
Evolution Advisers
Richmond,
Virginia
|
$352K
|
–
|
–
|
–
|
|
|
822
|
Williams Jones Wealth Management
New York
|
$351K
|
-$104K
|
-1,781
|
-23%
|
|
|
823
|
Napatree Capital
Westerly,
Rhode Island
|
$350K
|
-$407
|
-7
|
-0.1%
|
|
|
824
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$349K
|
+$45.3K
|
+779
|
+16%
|
|
|
825
|
Running Point Capital Advisors
El Segundo,
California
|
$348K
|
-$108K
|
-1,862
|
-24%
|
|
