|
301
|
Private Wealth Management Group
Princeton,
New Jersey
|
$596K
|
-$337K
|
-6,454
|
-37%
|
|
|
302
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$596K
|
-$88.2K
|
-1,687
|
-13%
|
|
|
303
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$590K
|
-$19.3K
|
-370
|
-3%
|
|
|
304
|
HSBC Holdings
London,
United Kingdom
|
$586K
|
-$69.7K
|
-1,333
|
-11%
|
|
|
305
|
Foster Group
West Des Moines,
Iowa
|
$585K
|
-$57.2K
|
-1,094
|
-9%
|
|
|
306
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$578K
|
+$366
|
+7
|
+0.1%
|
|
|
307
|
Falcon Wealth Planning
Ontario,
California
|
$575K
|
-$135K
|
-2,575
|
-20%
|
|
|
308
|
Xena Financial Planning
Portland,
Oregon
|
$572K
|
-$61.7K
|
-1,180
|
-10%
|
|
|
309
|
Trust Company of Toledo
Holland,
Ohio
|
$570K
|
+$545K
|
+10,424
|
New
|
|
|
310
|
Garde Capital
Seattle,
Washington
|
$564K
|
+$1.46K
|
+28
|
+0.3%
|
|
|
311
|
Gemmer Asset Management
Walnut Creek,
California
|
$562K
|
+$13.8K
|
+264
|
+3%
|
|
|
312
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$558K
|
+$5.75K
|
+110
|
+1%
|
|
|
313
|
Larson Financial Group
St Louis,
Missouri
|
$552K
|
+$18.8K
|
+359
|
+4%
|
|
|
314
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$546K
|
+$93.7K
|
+1,793
|
+22%
|
|
|
315
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$545K
|
-$23K
|
-440
|
-4%
|
|
|
316
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$544K
|
-$26.9K
|
-515
|
-5%
|
|
|
317
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$538K
|
-$3.14K
|
-60
|
-0.6%
|
|
|
318
|
Navigation Group
Redwood City,
California
|
$524K
|
+$2.72K
|
+52
|
+0.5%
|
|
|
319
|
RW Investment Management
Eagle,
Idaho
|
$518K
|
+$22.7K
|
+435
|
+5%
|
|
|
320
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$509K
|
+$115K
|
+2,205
|
+31%
|
|
|
321
|
Aspiriant LLC
Los Angeles,
California
|
$509K
|
–
|
–
|
–
|
|
|
322
|
Oppenheimer & Co
New York
|
$508K
|
+$486K
|
+9,293
|
New
|
|
|
323
|
Plum Street Advisors
New Orleans,
Louisiana
|
$508K
|
+$2.35K
|
+45
|
+0.5%
|
|
|
324
|
Ritholtz Wealth Management
New York
|
$506K
|
+$107K
|
+2,051
|
+28%
|
|
|
325
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$505K
|
+$20.1K
|
+384
|
+4%
|
|
