|
326
|
Lion Street Advisors
Austin,
Texas
|
$819K
|
+$1.01M
|
+24,350
|
New
|
|
|
327
|
Neuberger Berman Group
New York
|
$818K
|
–
|
–
|
–
|
|
|
328
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$816K
|
+$87.3K
|
+2,099
|
+12%
|
|
|
329
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$805K
|
+$10.1K
|
+242
|
+1%
|
|
|
330
|
US Bancorp
Minneapolis,
Minnesota
|
$803K
|
+$156K
|
+3,757
|
+25%
|
|
|
331
|
Stone Summit Wealth
Miami,
Florida
|
$797K
|
-$108K
|
-2,588
|
-12%
|
|
|
332
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$785K
|
+$41.2K
|
+990
|
+6%
|
|
|
333
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$781K
|
+$756K
|
+18,181
|
New
|
|
|
334
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$778K
|
+$6.24K
|
+150
|
+0.8%
|
|
|
335
|
Modera Wealth Management
Westwood,
New Jersey
|
$765K
|
+$2.29K
|
+55
|
+0.3%
|
|
|
336
|
Kings Path Partners
Sugar Land,
Texas
|
$762K
|
–
|
–
|
–
|
|
|
337
|
Advisornet Financial
Minnetonka,
Minnesota
|
$759K
|
-$464K
|
-11,168
|
-39%
|
|
|
338
|
Atria Investments
Charlotte,
North Carolina
|
$738K
|
-$957
|
-23
|
-0.1%
|
|
|
339
|
EWG Elevate
Roseville,
California
|
$733K
|
-$50.5K
|
-1,215
|
-7%
|
|
|
340
|
|
$715K
|
–
|
–
|
–
|
|
|
341
|
NorthRock Partners
Minneapolis,
Minnesota
|
$709K
|
+$687K
|
+16,511
|
New
|
|
|
342
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$704K
|
+$151K
|
+3,634
|
+29%
|
|
|
343
|
Synovus Financial
Columbus,
Georgia
|
$701K
|
-$19.3K
|
-464
|
-3%
|
|
|
344
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$701K
|
-$140K
|
-3,376
|
-17%
|
|
|
345
|
Pathstone Holdings
Englewood,
New Jersey
|
$701K
|
+$18.4K
|
+442
|
+3%
|
|
|
346
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$693K
|
-$1.21K
|
-29
|
-0.2%
|
|
|
347
|
Everhart Financial Group
Dublin,
Ohio
|
$689K
|
-$56.6K
|
-1,361
|
-8%
|
|
|
348
|
Colonial Trust
Spartanburg,
South Carolina
|
$689K
|
+$190K
|
+4,568
|
+40%
|
|
|
349
|
Evanson Asset Management
Carmel,
California
|
$687K
|
–
|
–
|
–
|
|
|
350
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$680K
|
–
|
–
|
–
|
|
