|
651
|
Kera Capital Partners
San Jose,
California
|
$322K
|
+$298K
|
+4,242
|
New
|
|
|
652
|
Summitry LLC
Foster City,
California
|
$322K
|
+$298K
|
+4,236
|
New
|
|
|
653
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$318K
|
-$84.8K
|
-1,207
|
-22%
|
|
|
654
|
Legacy Financial Advisors
Covington,
Kentucky
|
$315K
|
+$25.7K
|
+365
|
+10%
|
|
|
655
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$315K
|
+$291K
|
+4,143
|
New
|
|
|
656
|
Carlson Financial
Canby,
Oregon
|
$314K
|
-$3.52K
|
-50
|
-1%
|
|
|
657
|
Brown Advisory
Baltimore,
Maryland
|
$309K
|
-$633
|
-9
|
-0.2%
|
|
|
658
|
Corsicana & Co
Corsicana,
Texas
|
$309K
|
+$100K
|
+1,426
|
+54%
|
|
|
659
|
Simplicity Wealth
Summit,
New Jersey
|
$308K
|
+$285K
|
+4,048
|
New
|
|
|
660
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$305K
|
+$281
|
+4
|
+0.1%
|
|
|
661
|
Pitti Group Wealth Management
Victor,
New York
|
$303K
|
-$5.34K
|
-76
|
-2%
|
|
|
662
|
Chaney Capital Management
Lynnwood,
Washington
|
$302K
|
–
|
–
|
–
|
|
|
663
|
Cardiff Park Advisors
Carlsbad,
California
|
$301K
|
–
|
–
|
–
|
|
|
664
|
Independent Financial Group
San Diego,
California
|
$300K
|
-$308K
|
-4,385
|
-53%
|
|
|
665
|
Westpac Banking Corp
Sydney,
Australia
|
$296K
|
+$26.1K
|
+371
|
+11%
|
|
|
666
|
|
$296K
|
+$274K
|
+3,900
|
New
|
|
|
667
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$295K
|
+$15.1K
|
+215
|
+6%
|
|
|
668
|
Grant Private Wealth Management
Pleasanton,
California
|
$292K
|
-$39.4K
|
-560
|
-13%
|
|
|
669
|
|
$292K
|
-$56.2K
|
-800
|
-17%
|
|
|
670
|
Polymer Capital Management
New York
|
$288K
|
+$267K
|
+3,792
|
New
|
|
|
671
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$288K
|
+$15K
|
+214
|
+6%
|
|
|
672
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$286K
|
-$176K
|
-2,499
|
-40%
|
|
|
673
|
Larson Financial Group
St Louis,
Missouri
|
$285K
|
+$55.5K
|
+790
|
+27%
|
|
|
674
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$281K
|
–
|
–
|
–
|
|
|
675
|
Grove Bank & Trust
Miami,
Florida
|
$280K
|
-$16.5K
|
-235
|
-6%
|
|
