|
276
|
Summit Asset Management
Memphis,
Tennessee
|
$597K
|
+$58.2K
|
+1,393
|
+11%
|
|
|
277
|
Western Wealth Management
Golden,
Colorado
|
$586K
|
-$589K
|
-14,082
|
-50%
|
|
|
278
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$585K
|
-$76.9K
|
-1,839
|
-12%
|
|
|
279
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$570K
|
–
|
–
|
–
|
|
|
280
|
Atria Wealth Solutions
New York
|
$569K
|
-$12.8K
|
-306
|
-2%
|
|
|
281
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$567K
|
+$173K
|
+4,142
|
+44%
|
|
|
282
|
Ascent Group
Virginia Beach,
Virginia
|
$539K
|
+$9.82K
|
+235
|
+2%
|
|
|
283
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$538K
|
+$8.78K
|
+210
|
+2%
|
|
|
284
|
Naples Global Advisors
Naples,
Florida
|
$537K
|
+$2.51K
|
+60
|
+0.5%
|
|
|
285
|
Team Hewins
Redwood City,
California
|
$533K
|
+$536K
|
+12,820
|
New
|
|
|
286
|
Valeo Financial Advisors
Carmel,
Indiana
|
$533K
|
–
|
–
|
–
|
|
|
287
|
SP Asset Management
Cupertino,
California
|
$527K
|
-$102K
|
-2,442
|
-16%
|
|
|
288
|
Principal Street Partners
Memphis,
Tennessee
|
$526K
|
+$2.47K
|
+59
|
+0.5%
|
|
|
289
|
Silicon Valley Capital Partners
San Jose,
California
|
$524K
|
-$167
|
-4
|
-0%
|
|
|
290
|
Pathstone Family Office
Englewood,
New Jersey
|
$518K
|
+$1K
|
+24
|
+0.2%
|
|
|
291
|
Center for Financial Planning
Southfied,
Michigan
|
$507K
|
–
|
–
|
–
|
|
|
292
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$506K
|
–
|
–
|
–
|
|
|
293
|
Wealthspan Partners
Davenport,
Iowa
|
$502K
|
+$504K
|
+12,060
|
New
|
|
|
294
|
Franklin Resources
San Mateo,
California
|
$495K
|
+$2.3K
|
+55
|
+0.5%
|
|
|
295
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$490K
|
+$396K
|
+9,462
|
New
|
|
|
296
|
JT Stratford LLC
Gainesville,
Georgia
|
$483K
|
+$30.2K
|
+722
|
+7%
|
|
|
297
|
Seaside Wealth Management
Carlsbad,
California
|
$482K
|
–
|
–
|
–
|
|
|
298
|
Altiora Financial Group
Lebanon,
Ohio
|
$479K
|
+$481K
|
+11,507
|
New
|
|
|
299
|
Gradient Capital Advisors
San Diego,
California
|
$478K
|
+$96.3K
|
+2,303
|
+25%
|
|
|
300
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$477K
|
+$479K
|
+11,456
|
New
|
|
