|
301
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$640K
|
–
|
–
|
–
|
|
|
302
|
Firestone Capital Management
Coral Gables,
Florida
|
$636K
|
+$28K
|
+278
|
+5%
|
|
|
303
|
Ameraudi Asset Management
New York
|
$635K
|
–
|
–
|
–
|
|
|
304
|
Destination Wealth Management
Walnut Creek,
California
|
$626K
|
–
|
–
|
–
|
|
|
305
|
Towerpoint Wealth
Sacramento,
California
|
$618K
|
+$12.3K
|
+122
|
+2%
|
|
|
306
|
Quantum Financial Planning Services
Spokane,
Washington
|
$608K
|
+$1.31K
|
+13
|
+0.2%
|
|
|
307
|
Equitable Holdings
New York
|
$605K
|
+$129K
|
+1,284
|
+30%
|
|
|
308
|
Northeast Investment Management
Boston,
Massachusetts
|
$597K
|
+$7.36K
|
+73
|
+1%
|
|
|
309
|
Clarius Group LLC
Seattle,
Washington
|
$595K
|
+$547K
|
+5,428
|
New
|
|
|
310
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$582K
|
-$45.3K
|
-449
|
-8%
|
|
|
311
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$575K
|
–
|
–
|
–
|
|
|
312
|
EP Wealth Advisors
Torrance,
California
|
$572K
|
-$20.9K
|
-207
|
-4%
|
|
|
313
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$567K
|
+$706
|
+7
|
+0.1%
|
|
|
314
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$556K
|
-$15.6K
|
-155
|
-3%
|
|
|
315
|
Geneos Wealth Management
Englewood,
Colorado
|
$554K
|
+$97.9K
|
+971
|
+24%
|
|
|
316
|
Valeo Financial Advisors
Carmel,
Indiana
|
$552K
|
–
|
–
|
–
|
|
|
317
|
Pinnacle Associates
New York
|
$551K
|
-$62.1K
|
-616
|
-11%
|
|
|
318
|
|
$549K
|
+$3.73K
|
+37
|
+0.7%
|
|
|
319
|
PDS Planning
Dublin,
Ohio
|
$546K
|
+$1.81K
|
+18
|
+0.4%
|
|
|
320
|
Lodestar Private Asset Management
Alamo,
California
|
$543K
|
-$11.8K
|
-117
|
-2%
|
|
|
321
|
Avantax Advisory Services
Dallas,
Texas
|
$542K
|
-$4.84K
|
-48
|
-1%
|
|
|
322
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$541K
|
-$9.17K
|
-91
|
-2%
|
|
|
323
|
RAM Investment Partners
Bellevue,
Washington
|
$535K
|
–
|
–
|
–
|
|
|
324
|
Bridgewater Advisors
New York
|
$534K
|
+$202
|
+2
|
+0%
|
|
|
325
|
Sterling Wealth Management
Champaign,
Illinois
|
$527K
|
+$484K
|
+4,803
|
New
|
|
