|
301
|
WealthOne
Albany,
New York
|
$455K
|
+$618
|
+12
|
+0.1%
|
|
|
302
|
Meridian Investment Counsel
Lafayette,
California
|
$450K
|
–
|
–
|
–
|
|
|
303
|
JMG Financial Group
Downers Grove,
Illinois
|
$446K
|
+$448K
|
+8,710
|
New
|
|
|
304
|
Running Point Capital Advisors
El Segundo,
California
|
$443K
|
–
|
–
|
–
|
|
|
305
|
Capital Investment Advisors
Atlanta,
Georgia
|
$443K
|
–
|
–
|
–
|
|
|
306
|
V Wealth Advisors
Overland Park,
Kansas
|
$439K
|
–
|
–
|
–
|
|
|
307
|
Renaissance Technologies
New York
|
$419K
|
+$422K
|
+8,200
|
New
|
|
|
308
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$415K
|
–
|
–
|
–
|
|
|
309
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$408K
|
–
|
–
|
–
|
|
|
310
|
Rockefeller Capital Management
New York
|
$403K
|
+$406K
|
+7,891
|
New
|
|
|
311
|
|
$400K
|
+$31.1K
|
+604
|
+8%
|
|
|
312
|
CRA Financial Services
Northfield,
New Jersey
|
$395K
|
–
|
–
|
–
|
|
|
313
|
|
$393K
|
–
|
–
|
–
|
|
|
314
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$392K
|
+$394K
|
+7,655
|
New
|
|
|
315
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$391K
|
+$927
|
+18
|
+0.2%
|
|
|
316
|
Colony Family Offices
Charlotte,
North Carolina
|
$390K
|
+$50.7K
|
+984
|
+15%
|
|
|
317
|
Fort Point Capital Partners
San Francisco,
California
|
$388K
|
–
|
–
|
–
|
|
|
318
|
Helen Stephens Group
Fort Worth,
Texas
|
$383K
|
+$385K
|
+7,487
|
New
|
|
|
319
|
Samalin Investment Counsel
Chappaqua,
New York
|
$382K
|
+$384K
|
+7,461
|
New
|
|
|
320
|
Western Wealth Management
Golden,
Colorado
|
$381K
|
-$49.2K
|
-955
|
-11%
|
|
|
321
|
Lido Advisors
Los Angeles,
California
|
$379K
|
+$381K
|
+7,400
|
New
|
|
|
322
|
Wealthcare Capital Management
Richmond,
Virginia
|
$376K
|
+$1.34K
|
+26
|
+0.4%
|
|
|
323
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$371K
|
+$374K
|
+7,262
|
New
|
|
|
324
|
Bridgeworth
Birmingham,
Alabama
|
$361K
|
–
|
–
|
–
|
|
|
325
|
|
$356K
|
+$359K
|
+6,966
|
New
|
|
