|
351
|
Callan Family Office
Radnor,
Pennsylvania
|
$958K
|
+$929K
|
+24,350
|
New
|
|
|
352
|
Versant Capital Management
Phoenix,
Arizona
|
$947K
|
-$340K
|
-8,903
|
-27%
|
|
|
353
|
Mills Wealth Advisors
Southlake,
Texas
|
$940K
|
-$34.7K
|
-909
|
-4%
|
|
|
354
|
Sovereign Financial Group
Stamford,
Connecticut
|
$935K
|
+$10.2K
|
+268
|
+1%
|
|
|
355
|
Encompass Wealth Advisors
Portland,
Oregon
|
$927K
|
-$16.4K
|
-431
|
-2%
|
|
|
356
|
Riversedge Advisors
Wilmington,
Delaware
|
$921K
|
-$18.9M
|
-496,036
|
-95%
|
|
|
357
|
Prosperity Planning
Kansas City,
Missouri
|
$920K
|
+$7.56K
|
+198
|
+0.9%
|
|
|
358
|
Longview Asset Management (California)
San Rafael,
California
|
$909K
|
-$2.82K
|
-74
|
-0.3%
|
|
|
359
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$892K
|
+$397K
|
+10,405
|
+85%
|
|
|
360
|
Sunesis Advisors
Overland Park,
Kansas
|
$892K
|
–
|
–
|
–
|
|
|
361
|
Clark Asset Management
Stratham,
New Hampshire
|
$888K
|
+$79.1K
|
+2,074
|
+10%
|
|
|
362
|
World Investment Advisors
Santa Barbara,
California
|
$887K
|
+$178K
|
+4,657
|
+26%
|
|
|
363
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$886K
|
-$73.4K
|
-1,923
|
-8%
|
|
|
364
|
RB Capital Management
Reno,
Nevada
|
$864K
|
+$47.4K
|
+1,241
|
+6%
|
|
|
365
|
D.A. Davidson & Co
Great Falls,
Montana
|
$864K
|
+$15.3K
|
+400
|
+2%
|
|
|
366
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$862K
|
-$343K
|
-8,980
|
-29%
|
|
|
367
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$860K
|
–
|
–
|
–
|
|
|
368
|
Archvest Wealth Advisors
Concord,
California
|
$852K
|
+$161K
|
+4,215
|
+24%
|
|
|
369
|
US Bancorp
Minneapolis,
Minnesota
|
$848K
|
-$1.34K
|
-35
|
-0.2%
|
|
|
370
|
TownSquare Capital
Provo,
Utah
|
$840K
|
+$141K
|
+3,692
|
+21%
|
|
|
371
|
Level Financial Advisors
East Amherst,
New York
|
$832K
|
-$2.79K
|
-73
|
-0.3%
|
|
|
372
|
Running Point Capital Advisors
El Segundo,
California
|
$830K
|
–
|
–
|
–
|
|
|
373
|
Natixis Advisors
Boston,
Massachusetts
|
$811K
|
+$401K
|
+10,511
|
+104%
|
|
|
374
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$811K
|
+$245K
|
+6,413
|
+45%
|
|
|
375
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$811K
|
+$245K
|
+6,413
|
+45%
|
|
