|
301
|
EP Wealth Advisors
Torrance,
California
|
$501K
|
+$520K
|
+6,014
|
New
|
|
|
302
|
KCS Wealth Advisory
Los Angeles,
California
|
$495K
|
-$19.8K
|
-229
|
-4%
|
|
|
303
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$495K
|
+$514K
|
+5,944
|
New
|
|
|
304
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$493K
|
+$951
|
+11
|
+0.2%
|
|
|
305
|
Harfst & Associates
Sheridan,
Wyoming
|
$491K
|
+$510K
|
+5,900
|
New
|
|
|
306
|
Krilogy Financial
St. Louis,
Missouri
|
$488K
|
+$1.04K
|
+12
|
+0.2%
|
|
|
307
|
IHT Wealth Management
Chicago,
Illinois
|
$487K
|
+$175K
|
+2,024
|
+53%
|
|
|
308
|
Bank of New York Mellon
New York
|
$482K
|
-$2.08K
|
-24
|
-0.4%
|
|
|
309
|
Evercore Wealth Management
New York
|
$477K
|
–
|
–
|
–
|
|
|
310
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$475K
|
+$39.6K
|
+458
|
+9%
|
|
|
311
|
Aspiriant LLC
Los Angeles,
California
|
$467K
|
+$204K
|
+2,353
|
+72%
|
|
|
312
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$467K
|
+$484K
|
+5,600
|
New
|
|
|
313
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$462K
|
+$480K
|
+5,547
|
New
|
|
|
314
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$449K
|
+$14K
|
+162
|
+3%
|
|
|
315
|
Berger Financial Group
Plymouth,
Minnesota
|
$448K
|
-$240K
|
-2,779
|
-34%
|
|
|
316
|
Court Place Advisors
Ellicott City,
Maryland
|
$446K
|
–
|
–
|
–
|
|
|
317
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$445K
|
+$21.7K
|
+251
|
+5%
|
|
|
318
|
Charles Schwab Trust
Henderson,
Nevada
|
$431K
|
–
|
–
|
–
|
|
|
319
|
Orion Capital Management
Coronado,
California
|
$417K
|
–
|
–
|
–
|
|
|
320
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$417K
|
–
|
–
|
–
|
|
|
321
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$414K
|
-$24.8K
|
-287
|
-5%
|
|
|
322
|
Capital One Financial
Mclean,
Virginia
|
$412K
|
-$68.8K
|
-795
|
-14%
|
|
|
323
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$410K
|
+$692
|
+8
|
+0.2%
|
|
|
324
|
|
$403K
|
+$418K
|
+4,830
|
New
|
|
|
325
|
Virtue Capital Management
Brentwood,
Tennessee
|
$399K
|
-$295K
|
-3,408
|
-42%
|
|
