|
326
|
Heritage Financial Services
Westwood,
Massachusetts
|
$474K
|
–
|
–
|
–
|
|
|
327
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$473K
|
+$449K
|
+13,754
|
New
|
|
|
328
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$471K
|
+$447K
|
+13,707
|
New
|
|
|
329
|
Belpointe Asset Management
Reno,
Nevada
|
$460K
|
+$3.2K
|
+98
|
+0.7%
|
|
|
330
|
Advisory Services Network
Atlanta,
Georgia
|
$454K
|
+$7.67K
|
+235
|
+2%
|
|
|
331
|
Tarbox Family Office
Newport Beach,
California
|
$453K
|
+$4.14K
|
+127
|
+1%
|
|
|
332
|
Park Avenue Securities
New York
|
$442K
|
+$52.6K
|
+1,613
|
+14%
|
|
|
333
|
Investment Advisory Group
Hanover,
Massachusetts
|
$441K
|
+$157K
|
+4,819
|
+60%
|
|
|
334
|
Beta Wealth Group
San Diego,
California
|
$437K
|
-$19.6K
|
-602
|
-5%
|
|
|
335
|
RAM Investment Partners
Bellevue,
Washington
|
$431K
|
+$40.8K
|
+1,251
|
+11%
|
|
|
336
|
Vision Capital Management
Portland,
Oregon
|
$426K
|
+$405K
|
+12,397
|
New
|
|
|
337
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$425K
|
+$404K
|
+12,378
|
New
|
|
|
338
|
Clark Asset Management
Stratham,
New Hampshire
|
$417K
|
–
|
–
|
–
|
|
|
339
|
Clearstead Advisors
Cleveland,
Ohio
|
$409K
|
+$389K
|
+11,917
|
New
|
|
|
340
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$403K
|
+$382K
|
+11,721
|
New
|
|
|
341
|
Hanover Advisors
Seneca,
South Carolina
|
$400K
|
+$380K
|
+11,654
|
New
|
|
|
342
|
RB Capital Management
Reno,
Nevada
|
$399K
|
-$7.5K
|
-230
|
-2%
|
|
|
343
|
IFG Advisors
St. Louis,
Missouri
|
$395K
|
-$131K
|
-4,007
|
-26%
|
|
|
344
|
Waterfront Wealth
Overland Park,
Kansas
|
$391K
|
–
|
–
|
–
|
|
|
345
|
Gemmer Asset Management
Walnut Creek,
California
|
$391K
|
–
|
–
|
–
|
|
|
346
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$389K
|
-$5.74K
|
-176
|
-2%
|
|
|
347
|
BOK Financial Private Wealth
Denver,
Colorado
|
$384K
|
-$66.1K
|
-2,025
|
-15%
|
|
|
348
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$382K
|
-$90.4K
|
-2,771
|
-20%
|
|
|
349
|
Tranquility Partners
Brentwood,
Tennessee
|
$379K
|
-$57.1K
|
-1,751
|
-14%
|
|
|
350
|
Evergreen Capital Management
Bellevue,
Washington
|
$370K
|
+$9.46K
|
+290
|
+3%
|
|
