|
326
|
Excelsior Advisor Network
Denver,
Colorado
|
$584K
|
-$3.61K
|
-87
|
-0.6%
|
|
|
327
|
Timonier Family Office
Winston Salem,
North Carolina
|
$576K
|
+$596K
|
+14,364
|
New
|
|
|
328
|
3 Factor Indexing
Sacramento,
California
|
$554K
|
–
|
–
|
–
|
|
|
329
|
Global Financial Private Client
Sarasota,
Florida
|
$550K
|
+$240K
|
+5,793
|
+73%
|
|
|
330
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$550K
|
-$415
|
-10
|
-0.1%
|
|
|
331
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$550K
|
+$216K
|
+5,203
|
+61%
|
|
|
332
|
Fortis Capital Management
Bellevue,
Washington
|
$545K
|
+$7.47K
|
+180
|
+1%
|
|
|
333
|
SC&H Financial Advisors
Sparks,
Maryland
|
$542K
|
–
|
–
|
–
|
|
|
334
|
Del-Sette Capital Management
Schenectady,
New York
|
$541K
|
-$15.8K
|
-380
|
-3%
|
|
|
335
|
Platform Wealth Management
Holladay,
Utah
|
$539K
|
+$557K
|
+13,430
|
New
|
|
|
336
|
Disciplined Investments
Tulsa,
Oklahoma
|
$536K
|
-$1.16K
|
-28
|
-0.2%
|
|
|
337
|
|
$521K
|
+$538K
|
+12,974
|
New
|
|
|
338
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$512K
|
+$7.67K
|
+185
|
+1%
|
|
|
339
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$503K
|
+$256K
|
+6,183
|
+98%
|
|
|
340
|
Kestra Private Wealth Services
Austin,
Texas
|
$493K
|
+$99.4K
|
+2,397
|
+24%
|
|
|
341
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$493K
|
+$788
|
+19
|
+0.2%
|
|
|
342
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$493K
|
+$151K
|
+3,639
|
+42%
|
|
|
343
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$489K
|
+$3.48K
|
+84
|
+0.7%
|
|
|
344
|
Torren Management
San Diego,
California
|
$485K
|
-$2.49K
|
-60
|
-0.5%
|
|
|
345
|
Bay Colony Advisors
Concord,
Massachusetts
|
$485K
|
+$2.16K
|
+52
|
+0.4%
|
|
|
346
|
Fidelity Investments
Boston,
Massachusetts
|
$483K
|
+$102K
|
+2,453
|
+26%
|
|
|
347
|
US Bancorp
Minneapolis,
Minnesota
|
$477K
|
–
|
–
|
–
|
|
|
348
|
Gibson Capital
Wexford,
Pennsylvania
|
$467K
|
–
|
–
|
–
|
|
|
349
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$466K
|
+$332
|
+8
|
+0.1%
|
|
|
350
|
Elevate Wealth Advisory
Athens,
Georgia
|
$465K
|
-$41.1K
|
-990
|
-8%
|
|
