|
301
|
Tumwater Wealth Management
Boise,
Idaho
|
$707K
|
-$3.39K
|
-96
|
-0.5%
|
|
|
302
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$701K
|
+$50.9K
|
+1,442
|
+8%
|
|
|
303
|
WESPAC Advisors
Orinda,
California
|
$700K
|
+$298K
|
+8,435
|
+77%
|
|
|
304
|
Neuberger Berman Group
New York
|
$688K
|
–
|
–
|
–
|
|
|
305
|
Wealthfront Advisers
Palo Alto,
California
|
$683K
|
+$330K
|
+9,354
|
+98%
|
|
|
306
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$673K
|
+$255K
|
+7,227
|
+63%
|
|
|
307
|
JB Capital
Wethersfield,
Connecticut
|
$668K
|
+$652K
|
+18,473
|
New
|
|
|
308
|
PDS Planning
Dublin,
Ohio
|
$665K
|
+$366K
|
+10,365
|
+129%
|
|
|
309
|
BCS Wealth Management
Johnson City,
Tennessee
|
$665K
|
+$185K
|
+5,237
|
+40%
|
|
|
310
|
Atria Investments
Charlotte,
North Carolina
|
$663K
|
-$49.4K
|
-1,398
|
-7%
|
|
|
311
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$660K
|
+$3.07K
|
+87
|
+0.5%
|
|
|
312
|
Modera Wealth Management
Westwood,
New Jersey
|
$653K
|
-$82.3K
|
-2,330
|
-11%
|
|
|
313
|
Kings Path Partners
Sugar Land,
Texas
|
$650K
|
-$8.62K
|
-244
|
-1%
|
|
|
314
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$635K
|
+$620K
|
+17,562
|
New
|
|
|
315
|
Gotham Asset Management
New York
|
$633K
|
–
|
–
|
–
|
|
|
316
|
Asset Management Group
Stamford,
Connecticut
|
$632K
|
+$56.4K
|
+1,597
|
+10%
|
|
|
317
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$631K
|
+$117K
|
+3,300
|
+23%
|
|
|
318
|
G2 Capital Management
Columbus,
Ohio
|
$620K
|
–
|
–
|
–
|
|
|
319
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$610K
|
-$17.7K
|
-500
|
-3%
|
|
|
320
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$608K
|
+$205K
|
+5,806
|
+44%
|
|
|
321
|
|
$602K
|
–
|
–
|
–
|
|
|
322
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$597K
|
+$23.8K
|
+674
|
+4%
|
|
|
323
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$589K
|
-$4.52K
|
-128
|
-0.8%
|
|
|
324
|
Evanson Asset Management
Carmel,
California
|
$578K
|
–
|
–
|
–
|
|
|
325
|
Pathstone Holdings
Englewood,
New Jersey
|
$574K
|
–
|
–
|
–
|
|
