|
326
|
Heritage Financial Services
Westwood,
Massachusetts
|
$507K
|
–
|
–
|
–
|
|
|
327
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$506K
|
-$176K
|
-5,065
|
-27%
|
|
|
328
|
Unison Advisors
Washington,
District of Columbia
|
$505K
|
-$124K
|
-3,564
|
-21%
|
|
|
329
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$503K
|
+$139K
|
+4,016
|
+42%
|
|
|
330
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$503K
|
+$139K
|
+4,016
|
+42%
|
|
|
331
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$500K
|
+$223K
|
+6,436
|
+90%
|
|
|
332
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$493K
|
-$10.2K
|
-293
|
-2%
|
|
|
333
|
Hanover Advisors
Seneca,
South Carolina
|
$486K
|
+$54.9K
|
+1,584
|
+14%
|
|
|
334
|
Presidio Capital Management
San Diego,
California
|
$486K
|
+$459K
|
+13,232
|
New
|
|
|
335
|
Hemington Wealth Management
Falls Church,
Virginia
|
$474K
|
-$63.4K
|
-1,828
|
-12%
|
|
|
336
|
Park Avenue Securities
New York
|
$466K
|
-$6.03K
|
-174
|
-1%
|
|
|
337
|
Tarbox Family Office
Newport Beach,
California
|
$463K
|
-$19.7K
|
-568
|
-4%
|
|
|
338
|
|
$454K
|
+$180K
|
+5,181
|
+72%
|
|
|
339
|
RAM Investment Partners
Bellevue,
Washington
|
$450K
|
-$10.6K
|
-305
|
-2%
|
|
|
340
|
Clark Asset Management
Stratham,
New Hampshire
|
$446K
|
–
|
–
|
–
|
|
|
341
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$433K
|
+$16K
|
+461
|
+4%
|
|
|
342
|
Tranquility Partners
Brentwood,
Tennessee
|
$432K
|
+$25.2K
|
+728
|
+7%
|
|
|
343
|
Brighton Jones LLC
Seattle,
Washington
|
$432K
|
-$164K
|
-4,722
|
-29%
|
|
|
344
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$431K
|
-$22.3K
|
-642
|
-5%
|
|
|
345
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$431K
|
–
|
–
|
–
|
|
|
346
|
Waterfront Wealth
Overland Park,
Kansas
|
$415K
|
–
|
–
|
–
|
|
|
347
|
Clayton Financial Group
St. Louis,
Missouri
|
$415K
|
+$392K
|
+11,302
|
New
|
|
|
348
|
Samalin Investment Counsel
Chappaqua,
New York
|
$412K
|
+$22.6K
|
+653
|
+6%
|
|
|
349
|
BOK Financial Private Wealth
Denver,
Colorado
|
$411K
|
–
|
–
|
–
|
|
|
350
|
Tower Research Capital (TRC)
New York
|
$410K
|
+$387K
|
+11,160
|
New
|
|
