|
301
|
JFG Wealth Management
Denver,
Colorado
|
$615K
|
–
|
–
|
–
|
|
|
302
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$614K
|
-$875
|
-11
|
-0.1%
|
|
|
303
|
Avantax Advisory Services
Dallas,
Texas
|
$613K
|
+$228K
|
+2,860
|
+55%
|
|
|
304
|
WT Wealth Management
Scottsdale,
Arizona
|
$611K
|
+$27.1K
|
+341
|
+4%
|
|
|
305
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$610K
|
+$114K
|
+1,430
|
+22%
|
|
|
306
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$609K
|
-$5.41K
|
-68
|
-0.8%
|
|
|
307
|
Vontobel Holding
Zurich,
Switzerland
|
$606K
|
+$2.79K
|
+35
|
+0.4%
|
|
|
308
|
Baker Avenue Asset Management
San Francisco,
California
|
$601K
|
+$140K
|
+1,759
|
+29%
|
|
|
309
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$598K
|
+$625K
|
+7,859
|
New
|
|
|
310
|
First Foundation Advisors
Irvine,
California
|
$589K
|
+$81.5K
|
+1,024
|
+15%
|
|
|
311
|
Sentinel Trust
Houston,
Texas
|
$587K
|
–
|
–
|
–
|
|
|
312
|
Foster Group
West Des Moines,
Iowa
|
$586K
|
+$60.4K
|
+759
|
+11%
|
|
|
313
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$584K
|
-$20.4K
|
-256
|
-3%
|
|
|
314
|
Financial Insights
Tacoma,
Washington
|
$565K
|
-$19.9K
|
-250
|
-3%
|
|
|
315
|
Fort Point Capital Partners
San Francisco,
California
|
$564K
|
–
|
–
|
–
|
|
|
316
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$561K
|
+$252K
|
+3,161
|
+75%
|
|
|
317
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$560K
|
-$19.5K
|
-245
|
-3%
|
|
|
318
|
VERITY Wealth Advisors
Sausalito,
United States
|
$558K
|
–
|
–
|
–
|
|
|
319
|
Private Trust Company
Cleveland,
Ohio
|
$554K
|
-$7.96K
|
-100
|
-1%
|
|
|
320
|
Argent Trust Co
Nashville,
Tennessee
|
$545K
|
-$16.2K
|
-203
|
-3%
|
|
|
321
|
Per Stirling Capital Management
Austin,
Texas
|
$541K
|
-$241K
|
-3,031
|
-30%
|
|
|
322
|
Perigon Wealth Management
San Francisco,
California
|
$534K
|
+$135K
|
+1,698
|
+32%
|
|
|
323
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$524K
|
-$3.42K
|
-43
|
-0.6%
|
|
|
324
|
NEPC LLC
Boston,
Massachusetts
|
$524K
|
+$547K
|
+6,878
|
New
|
|
|
325
|
SeaCrest Wealth Management
Purchase,
New York
|
$523K
|
-$15.5K
|
-195
|
-3%
|
|
