|
601
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$274K
|
+$256K
|
+2,612
|
New
|
|
|
602
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$273K
|
-$34.3K
|
-350
|
-12%
|
|
|
603
|
LGT Financial Advisors
Dallas,
Texas
|
$271K
|
-$86.2K
|
-880
|
-25%
|
|
|
604
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$270K
|
+$76.9K
|
+785
|
+44%
|
|
|
605
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$267K
|
-$2.84K
|
-29
|
-1%
|
|
|
606
|
GeoWealth Management
Chicago,
Illinois
|
$266K
|
+$38.2K
|
+390
|
+18%
|
|
|
607
|
Seven Post Investment Office
San Francisco,
California
|
$266K
|
–
|
–
|
–
|
|
|
608
|
Brighton Jones LLC
Seattle,
Washington
|
$266K
|
+$248K
|
+2,532
|
New
|
|
|
609
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$265K
|
+$248K
|
+2,528
|
New
|
|
|
610
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$262K
|
–
|
–
|
–
|
|
|
611
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$262K
|
+$490
|
+5
|
+0.2%
|
|
|
612
|
Whalerock Point Partners
Providence,
Rhode Island
|
$262K
|
–
|
–
|
–
|
|
|
613
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$261K
|
-$18.5K
|
-189
|
-7%
|
|
|
614
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$260K
|
–
|
–
|
–
|
|
|
615
|
Private Client Services
Louisville,
Kentucky
|
$260K
|
+$242K
|
+2,475
|
New
|
|
|
616
|
MBE Wealth Management
Tomah,
Wisconsin
|
$260K
|
–
|
–
|
–
|
|
|
617
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$258K
|
-$18.1K
|
-185
|
-7%
|
|
|
618
|
Financial Management Network
Mission Viejo,
California
|
$255K
|
+$686
|
+7
|
+0.3%
|
|
|
619
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$251K
|
–
|
–
|
–
|
|
|
620
|
GSA Capital Partners
London,
United Kingdom
|
$251K
|
–
|
–
|
–
|
|
|
621
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$251K
|
+$234K
|
+2,388
|
New
|
|
|
622
|
Financial Engines Advisors
Santa Clara,
California
|
$250K
|
+$20.5K
|
+209
|
+10%
|
|
|
623
|
Rede Wealth
Charlottesville,
Virginia
|
$247K
|
-$11.7K
|
-119
|
-5%
|
|
|
624
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$244K
|
+$228K
|
+2,325
|
New
|
|
|
625
|
Trademark Financial Management
Bloomington,
Minnesota
|
$239K
|
+$223K
|
+2,278
|
New
|
|
