|
301
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.55M
|
–
|
–
|
–
|
|
|
302
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.54M
|
+$1.49M
|
+19,581
|
New
|
|
|
303
|
Private Trust Company
Cleveland,
Ohio
|
$1.54M
|
+$185K
|
+2,428
|
+14%
|
|
|
304
|
Wealthfront Advisers
Palo Alto,
California
|
$1.52M
|
+$285K
|
+3,742
|
+24%
|
|
|
305
|
Avant Financial Advisors
Austin,
Texas
|
$1.51M
|
+$43.1K
|
+566
|
+3%
|
|
|
306
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.5M
|
+$766K
|
+10,054
|
+112%
|
|
|
307
|
PFG Private Wealth Management
Lutz,
Florida
|
$1.5M
|
+$1.45M
|
+19,001
|
New
|
|
|
308
|
Eaton-Cambridge
Phoenix,
Arizona
|
$1.49M
|
-$39.3K
|
-516
|
-3%
|
|
|
309
|
Rialto Wealth Management
Syracuse,
New York
|
$1.48M
|
-$68.8K
|
-903
|
-5%
|
|
|
310
|
Cozad Asset Management
Champaign,
Illinois
|
$1.47M
|
+$800K
|
+10,511
|
+129%
|
|
|
311
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$1.47M
|
-$92K
|
-1,208
|
-6%
|
|
|
312
|
SageView Advisory Group
Newport Beach,
California
|
$1.47M
|
-$1.14K
|
-15
|
-0.1%
|
|
|
313
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$1.45M
|
+$1.4M
|
+18,369
|
New
|
|
|
314
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.45M
|
+$1.23M
|
+16,160
|
+738%
|
|
|
315
|
Steward Partners Investment Advisory
New York
|
$1.41M
|
+$384K
|
+5,047
|
+39%
|
|
|
316
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.4M
|
+$6.32K
|
+83
|
+0.5%
|
|
|
317
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.39M
|
–
|
–
|
–
|
|
|
318
|
Truist Financial
Charlotte,
North Carolina
|
$1.37M
|
+$30.6K
|
+402
|
+2%
|
|
|
319
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.36M
|
+$4.26K
|
+56
|
+0.3%
|
|
|
320
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.33M
|
+$23.8K
|
+313
|
+2%
|
|
|
321
|
Stifel Financial
St. Louis,
Missouri
|
$1.28M
|
+$97.6K
|
+1,281
|
+9%
|
|
|
322
|
Atria Investments
Charlotte,
North Carolina
|
$1.28M
|
+$633K
|
+8,314
|
+105%
|
|
|
323
|
Seed Wealth Management
Evanston,
Illinois
|
$1.27M
|
–
|
–
|
–
|
|
|
324
|
Vise Technologies
New York
|
$1.26M
|
-$2.3M
|
-30,217
|
-65%
|
|
|
325
|
Aurelius Family Office
Bedford,
New Hampshire
|
$1.26M
|
-$56.2K
|
-738
|
-4%
|
|
