|
301
|
ACG Wealth
Atlanta,
Georgia
|
$926K
|
–
|
–
|
–
|
|
|
302
|
Seven Post Investment Office
San Francisco,
California
|
$908K
|
–
|
–
|
–
|
|
|
303
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$906K
|
-$643K
|
-6,156
|
-41%
|
|
|
304
|
Peak Financial Advisors
Denver,
Colorado
|
$878K
|
-$10K
|
-96
|
-1%
|
|
|
305
|
Belmont Capital
Los Angeles,
California
|
$859K
|
–
|
–
|
–
|
|
|
306
|
Mather Group
Chicago,
Illinois
|
$854K
|
-$88.9K
|
-851
|
-10%
|
|
|
307
|
Advisory Services Network
Atlanta,
Georgia
|
$843K
|
+$39.1K
|
+374
|
+5%
|
|
|
308
|
IFP Advisors
Tampa,
Florida
|
$842K
|
+$522
|
+5
|
+0.1%
|
|
|
309
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$832K
|
-$97.9K
|
-937
|
-11%
|
|
|
310
|
Merit Financial Group
Alpharetta,
Georgia
|
$830K
|
+$820K
|
+7,848
|
New
|
|
|
311
|
Valeo Financial Advisors
Carmel,
Indiana
|
$812K
|
+$58.3K
|
+558
|
+8%
|
|
|
312
|
Whittier Trust
South Pasadena,
California
|
$806K
|
–
|
–
|
–
|
|
|
313
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$800K
|
-$49.6K
|
-475
|
-6%
|
|
|
314
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$800K
|
+$163K
|
+1,564
|
+26%
|
|
|
315
|
Dowling & Yahnke
San Diego,
California
|
$797K
|
–
|
–
|
–
|
|
|
316
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$791K
|
+$5.22K
|
+50
|
+0.7%
|
|
|
317
|
Bridgewater Advisors
New York
|
$791K
|
+$59.6K
|
+570
|
+8%
|
|
|
318
|
Commerce Bank
Kansas City,
Missouri
|
$789K
|
–
|
–
|
–
|
|
|
319
|
Macroview Investment Management
Bethesda,
Maryland
|
$786K
|
+$1.25K
|
+12
|
+0.2%
|
|
|
320
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$782K
|
+$352K
|
+3,365
|
+84%
|
|
|
321
|
Round Table Services
Westfield,
New Jersey
|
$782K
|
+$491K
|
+4,701
|
+175%
|
|
|
322
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$778K
|
+$731
|
+7
|
+0.1%
|
|
|
323
|
Modus Advisors
Excelsior,
Minnesota
|
$768K
|
–
|
–
|
–
|
|
|
324
|
Glovista Investments
Jersey City,
New Jersey
|
$762K
|
-$104K
|
-1,000
|
-12%
|
|
|
325
|
Wealth Architects
Mountain View,
California
|
$753K
|
+$940
|
+9
|
+0.1%
|
|
