|
301
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$770K
|
+$12.4K
|
+145
|
+2%
|
|
|
302
|
Per Stirling Capital Management
Austin,
Texas
|
$768K
|
+$128K
|
+1,505
|
+21%
|
|
|
303
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$765K
|
+$1.45K
|
+17
|
+0.2%
|
|
|
304
|
Penobscot Wealth Management
Portland,
Maine
|
$765K
|
+$88.3K
|
+1,035
|
+14%
|
|
|
305
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$747K
|
-$33.5K
|
-393
|
-4%
|
|
|
306
|
Perigon Wealth Management
San Francisco,
California
|
$742K
|
+$125K
|
+1,470
|
+21%
|
|
|
307
|
Bessemer Group
Woodbridge,
New Jersey
|
$741K
|
+$685K
|
+8,033
|
+2,849%
|
|
|
308
|
Peak Financial Management
Wellesley,
Massachusetts
|
$739K
|
+$11.6K
|
+136
|
+2%
|
|
|
309
|
Hill Island Financial
Grand Rapids,
Michigan
|
$737K
|
-$7.65M
|
-89,748
|
-92%
|
|
|
310
|
Capasso Planning Partners
Charleston,
South Carolina
|
$735K
|
+$24K
|
+281
|
+4%
|
|
|
311
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$729K
|
-$19K
|
-223
|
-3%
|
|
|
312
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$716K
|
+$218K
|
+2,552
|
+47%
|
|
|
313
|
MAI Capital Management
Independence,
Ohio
|
$697K
|
+$74.4K
|
+872
|
+13%
|
|
|
314
|
Symmetry Partners
Glastonbury,
Connecticut
|
$697K
|
-$142K
|
-1,663
|
-18%
|
|
|
315
|
Whittier Trust
South Pasadena,
California
|
$686K
|
–
|
–
|
–
|
|
|
316
|
MGO One Seven
Beachwood,
Ohio
|
$685K
|
+$308K
|
+3,613
|
+89%
|
|
|
317
|
WT Wealth Management
Scottsdale,
Arizona
|
$682K
|
+$25.3K
|
+297
|
+4%
|
|
|
318
|
Foster Group
West Des Moines,
Iowa
|
$681K
|
+$30.9K
|
+362
|
+5%
|
|
|
319
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$678K
|
+$11.9K
|
+139
|
+2%
|
|
|
320
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$677K
|
-$21.2K
|
-249
|
-3%
|
|
|
321
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$663K
|
+$250K
|
+2,936
|
+65%
|
|
|
322
|
Sharper & Granite
El Segundo,
California
|
$661K
|
-$96.3K
|
-1,129
|
-13%
|
|
|
323
|
Argent Trust Co
Nashville,
Tennessee
|
$657K
|
+$17.5K
|
+205
|
+3%
|
|
|
324
|
VERITY Wealth Advisors
Sausalito,
United States
|
$654K
|
–
|
–
|
–
|
|
|
325
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$651K
|
-$15.4K
|
-181
|
-2%
|
|
