|
301
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$212K
|
+$198K
|
+6,448
|
New
|
|
|
302
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$210K
|
-$39K
|
-1,266
|
-17%
|
|
|
303
|
Quantinno Capital Management
New York
|
$209K
|
+$195K
|
+6,337
|
New
|
|
|
304
|
Family CFO
Los Altos,
California
|
$207K
|
–
|
–
|
–
|
|
|
305
|
Morton Capital Management
Calabasas,
California
|
$207K
|
+$194K
|
+6,289
|
New
|
|
|
306
|
Wealthstream Advisors
New York
|
$207K
|
+$193K
|
+6,287
|
New
|
|
|
307
|
Kraft Asset Management
Nashville,
Tennessee
|
$204K
|
-$40K
|
-1,299
|
-17%
|
|
|
308
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$193K
|
+$181K
|
+5,873
|
New
|
|
|
309
|
Versant Capital Management
Phoenix,
Arizona
|
$185K
|
+$3.11K
|
+101
|
+2%
|
|
|
310
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$176K
|
–
|
–
|
–
|
|
|
311
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$173K
|
–
|
–
|
–
|
|
|
312
|
GeoWealth Management
Chicago,
Illinois
|
$154K
|
-$323K
|
-10,505
|
-69%
|
|
|
313
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$135K
|
–
|
–
|
–
|
|
|
314
|
McIlrath & Eck
Arlington,
Washington
|
$124K
|
–
|
–
|
–
|
|
|
315
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$118K
|
-$26.8K
|
-870
|
-19%
|
|
|
316
|
Wells Fargo
San Francisco,
California
|
$101K
|
+$66.1K
|
+2,149
|
+236%
|
|
|
317
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$96K
|
+$89.8K
|
+2,917
|
New
|
|
|
318
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$95.1K
|
–
|
–
|
–
|
|
|
319
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$75.2K
|
+$7.33K
|
+238
|
+12%
|
|
|
320
|
DecisionPoint Financial
Mesa,
Arizona
|
$72.3K
|
+$11.5K
|
+373
|
+20%
|
|
|
321
|
IFP Advisors
Tampa,
Florida
|
$61.3K
|
+$54K
|
+1,755
|
+1,625%
|
|
|
322
|
Fidelity Investments
Boston,
Massachusetts
|
$61.1K
|
+$30.9K
|
+1,003
|
+117%
|
|
|
323
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$55.6K
|
+$52K
|
+1,690
|
New
|
|
|
324
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$52K
|
+$48.7K
|
+1,581
|
New
|
|
|
325
|
Raffa Wealth Management
Washington,
District of Columbia
|
$45.1K
|
+$42.2K
|
+1,370
|
New
|
|
