|
301
|
Private Trust Company
Cleveland,
Ohio
|
$662K
|
+$29.4K
|
+400
|
+5%
|
|
|
302
|
Blue Trust Inc
Alpharetta,
Georgia
|
$657K
|
-$63.8K
|
-867
|
-9%
|
|
|
303
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$653K
|
+$71.9K
|
+977
|
+13%
|
|
|
304
|
Mission Wealth Management
Santa Barbara,
California
|
$635K
|
-$44.3K
|
-602
|
-7%
|
|
|
305
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$625K
|
+$607K
|
+8,248
|
New
|
|
|
306
|
Savvy Advisors Inc
New York
|
$623K
|
+$106K
|
+1,437
|
+21%
|
|
|
307
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$616K
|
-$86.3K
|
-1,173
|
-13%
|
|
|
308
|
CWA Asset Management Group
Naples,
Florida
|
$581K
|
+$70.6K
|
+960
|
+14%
|
|
|
309
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$579K
|
+$201K
|
+2,726
|
+55%
|
|
|
310
|
Disciplined Investments
Tulsa,
Oklahoma
|
$568K
|
-$27.2K
|
-370
|
-5%
|
|
|
311
|
Level Financial Advisors
East Amherst,
New York
|
$544K
|
+$9.42K
|
+128
|
+2%
|
|
|
312
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$527K
|
-$1.18K
|
-16
|
-0.2%
|
|
|
313
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$522K
|
-$78K
|
-1,060
|
-13%
|
|
|
314
|
MAI Capital Management
Independence,
Ohio
|
$507K
|
-$128K
|
-1,734
|
-21%
|
|
|
315
|
Gentry Private Wealth
Wichita,
Kansas
|
$505K
|
-$46.1K
|
-626
|
-9%
|
|
|
316
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$503K
|
–
|
–
|
–
|
|
|
317
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$501K
|
+$15.1K
|
+205
|
+3%
|
|
|
318
|
Zhang Financial
Portage,
Michigan
|
$493K
|
+$9.71K
|
+132
|
+2%
|
|
|
319
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$488K
|
+$474K
|
+6,441
|
New
|
|
|
320
|
Western Wealth Management
Golden,
Colorado
|
$487K
|
+$203K
|
+2,754
|
+75%
|
|
|
321
|
Bank of New York Mellon
New York
|
$483K
|
-$40.8K
|
-554
|
-8%
|
|
|
322
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$473K
|
+$2.87K
|
+39
|
+0.6%
|
|
|
323
|
Northwest Financial Advisors
Herndon,
Virginia
|
$473K
|
+$167K
|
+2,267
|
+57%
|
|
|
324
|
Mainsail Asset Management
Birmingham,
Alabama
|
$461K
|
-$133K
|
-1,805
|
-23%
|
|
|
325
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$454K
|
+$441K
|
+5,992
|
New
|
|
