|
301
|
Per Stirling Capital Management
Austin,
Texas
|
$800K
|
–
|
–
|
–
|
|
|
302
|
Kingswood Wealth Advisors
San Diego,
California
|
$781K
|
-$42.4K
|
-469
|
-5%
|
|
|
303
|
Peak Financial Management
Wellesley,
Massachusetts
|
$781K
|
+$10.4K
|
+115
|
+1%
|
|
|
304
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$778K
|
+$30.9K
|
+341
|
+4%
|
|
|
305
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$770K
|
+$9.5K
|
+105
|
+1%
|
|
|
306
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$741K
|
+$490K
|
+5,420
|
+213%
|
|
|
307
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$733K
|
-$63K
|
-696
|
-8%
|
|
|
308
|
Foster Group
West Des Moines,
Iowa
|
$729K
|
+$18.7K
|
+207
|
+3%
|
|
|
309
|
Level Financial Advisors
East Amherst,
New York
|
$729K
|
-$111K
|
-1,224
|
-13%
|
|
|
310
|
Whittier Trust
South Pasadena,
California
|
$729K
|
+$814
|
+9
|
+0.1%
|
|
|
311
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$724K
|
+$18K
|
+199
|
+3%
|
|
|
312
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$720K
|
-$119K
|
-1,320
|
-15%
|
|
|
313
|
Savvy Advisors Inc
New York
|
$695K
|
+$677K
|
+7,480
|
New
|
|
|
314
|
WT Wealth Management
Scottsdale,
Arizona
|
$691K
|
-$18.7K
|
-207
|
-3%
|
|
|
315
|
Sharper & Granite
El Segundo,
California
|
$691K
|
+$2.08K
|
+23
|
+0.3%
|
|
|
316
|
Argent Trust Co
Nashville,
Tennessee
|
$684K
|
–
|
–
|
–
|
|
|
317
|
VERITY Wealth Advisors
Sausalito,
United States
|
$682K
|
–
|
–
|
–
|
|
|
318
|
Private Trust Company
Cleveland,
Ohio
|
$677K
|
–
|
–
|
–
|
|
|
319
|
Pitcairn
Conshohocken,
Pennsylvania
|
$662K
|
-$2.74M
|
-30,296
|
-81%
|
|
|
320
|
Vontobel Holding
Zurich,
Switzerland
|
$661K
|
-$1.36K
|
-15
|
-0.2%
|
|
|
321
|
Waverly Advisors
Birmingham,
Alabama
|
$646K
|
-$1.81K
|
-20
|
-0.3%
|
|
|
322
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$642K
|
-$3.89K
|
-43
|
-0.6%
|
|
|
323
|
Advisory Alpha
Holland,
Michigan
|
$638K
|
+$84.6K
|
+935
|
+16%
|
|
|
324
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$635K
|
+$21.4K
|
+237
|
+4%
|
|
|
325
|
Addison Advisors
Middlebury,
Vermont
|
$633K
|
+$15.8K
|
+175
|
+3%
|
|
