|
301
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$639K
|
–
|
–
|
–
|
|
|
302
|
WT Wealth Management
Scottsdale,
Arizona
|
$633K
|
+$12.1K
|
+150
|
+2%
|
|
|
303
|
Fort Point Capital Partners
San Francisco,
California
|
$623K
|
–
|
–
|
–
|
|
|
304
|
Private Trust Company
Cleveland,
Ohio
|
$621K
|
-$9.7K
|
-120
|
-2%
|
|
|
305
|
Argent Trust Co
Nashville,
Tennessee
|
$619K
|
–
|
–
|
–
|
|
|
306
|
VERITY Wealth Advisors
Sausalito,
United States
|
$617K
|
–
|
–
|
–
|
|
|
307
|
Symmetry Partners
Glastonbury,
Connecticut
|
$610K
|
+$25.9K
|
+320
|
+5%
|
|
|
308
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$598K
|
-$3.88K
|
-48
|
-0.7%
|
|
|
309
|
SeaCrest Wealth Management
Purchase,
New York
|
$595K
|
-$79.1K
|
-979
|
-12%
|
|
|
310
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$591K
|
+$568K
|
+7,027
|
New
|
|
|
311
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$590K
|
–
|
–
|
–
|
|
|
312
|
Foster Group
West Des Moines,
Iowa
|
$584K
|
+$55.4K
|
+686
|
+11%
|
|
|
313
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$581K
|
-$5.9K
|
-73
|
-1%
|
|
|
314
|
Curtis Advisory Group
Santa Barbara,
California
|
$570K
|
-$178K
|
-2,205
|
-25%
|
|
|
315
|
Falcon Wealth Planning
Ontario,
California
|
$568K
|
+$151K
|
+1,872
|
+38%
|
|
|
316
|
First Foundation Advisors
Irvine,
California
|
$564K
|
+$58.1K
|
+719
|
+12%
|
|
|
317
|
Addison Advisors
Middlebury,
Vermont
|
$558K
|
-$808
|
-10
|
-0.2%
|
|
|
318
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$558K
|
–
|
–
|
–
|
|
|
319
|
Aufman Associates
Sewickley,
Pennsylvania
|
$555K
|
-$5.17K
|
-64
|
-1%
|
|
|
320
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$547K
|
-$9.78K
|
-121
|
-2%
|
|
|
321
|
Fulcrum Capital
Seattle,
Washington
|
$546K
|
-$9.7K
|
-120
|
-2%
|
|
|
322
|
Bell Bank
Fargo,
North Dakota
|
$544K
|
-$5.25K
|
-65
|
-1%
|
|
|
323
|
Equitable Holdings
New York
|
$534K
|
-$146K
|
-1,801
|
-22%
|
|
|
324
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$530K
|
+$1.7K
|
+21
|
+0.3%
|
|
|
325
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$526K
|
-$74.7K
|
-925
|
-13%
|
|
