|
301
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$277K
|
-$1.93M
|
-27,811
|
-88%
|
|
|
302
|
Wealth Architects
Mountain View,
California
|
$268K
|
+$278
|
+4
|
+0.1%
|
|
|
303
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$262K
|
–
|
–
|
–
|
|
|
304
|
Truist Financial
Charlotte,
North Carolina
|
$256K
|
+$246K
|
+3,545
|
New
|
|
|
305
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$255K
|
+$139
|
+2
|
+0.1%
|
|
|
306
|
WealthShield Partners
Cary,
North Carolina
|
$253K
|
+$11.9K
|
+171
|
+5%
|
|
|
307
|
Bogart Wealth LLC
Mclean,
Virginia
|
$249K
|
-$37.4M
|
-537,605
|
-99%
|
|
|
308
|
American Portfolios Advisors
Holbrook,
New York
|
$246K
|
+$126K
|
+1,806
|
+113%
|
|
|
309
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$245K
|
+$152K
|
+2,189
|
+182%
|
|
|
310
|
American Century Companies
Kansas City,
Missouri
|
$242K
|
–
|
–
|
–
|
|
|
311
|
Resource Planning Group
Atlanta,
Georgia
|
$233K
|
+$224K
|
+3,225
|
New
|
|
|
312
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$232K
|
–
|
–
|
–
|
|
|
313
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$232K
|
+$70
|
+1
|
+0%
|
|
|
314
|
Bison Wealth
Atlanta,
Georgia
|
$230K
|
–
|
–
|
–
|
|
|
315
|
Northeast Financial Consultants
Westport,
Connecticut
|
$219K
|
+$211K
|
+3,031
|
New
|
|
|
316
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$217K
|
-$353K
|
-5,081
|
-63%
|
|
|
317
|
Modera Wealth Management
Westwood,
New Jersey
|
$216K
|
+$209K
|
+3,000
|
New
|
|
|
318
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$210K
|
–
|
–
|
–
|
|
|
319
|
Financial Consulate
Hunt Valley,
Maryland
|
$209K
|
-$2.4M
|
-34,501
|
-92%
|
|
|
320
|
First Allied Advisory Services
San Diego,
California
|
$208K
|
-$580K
|
-8,350
|
-75%
|
|
|
321
|
Level Four Advisory Services
Dallas,
Texas
|
$208K
|
+$200K
|
+2,879
|
New
|
|
|
322
|
Covenant Partners
Nashville,
Tennessee
|
$205K
|
+$198K
|
+2,848
|
New
|
|
|
323
|
Coldstream Capital Management
Bellevue,
Washington
|
$203K
|
+$196K
|
+2,819
|
New
|
|
|
324
|
PDS Planning
Dublin,
Ohio
|
$201K
|
+$193K
|
+2,781
|
New
|
|
|
325
|
Cornerstone Capital
Palo Alto,
California
|
$201K
|
+$194K
|
+2,786
|
New
|
|
