|
326
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$625K
|
+$634K
|
+12,020
|
New
|
|
|
327
|
Adero Partners
Pleasanton,
California
|
$624K
|
–
|
–
|
–
|
|
|
328
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$608K
|
–
|
–
|
–
|
|
|
329
|
|
$598K
|
-$1.64K
|
-31
|
-0.3%
|
|
|
330
|
Stratos Investment Management
Beachwood,
Ohio
|
$593K
|
+$397K
|
+7,530
|
+194%
|
|
|
331
|
Pecaut & Co
Sioux City,
Iowa
|
$591K
|
+$46.8K
|
+887
|
+8%
|
|
|
332
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$581K
|
+$590K
|
+11,180
|
New
|
|
|
333
|
Weil Company
San Diego,
California
|
$575K
|
-$21K
|
-398
|
-3%
|
|
|
334
|
Choate Investment Advisors
Boston,
Massachusetts
|
$573K
|
–
|
–
|
–
|
|
|
335
|
Washington Trust
Westerly,
Rhode Island
|
$570K
|
-$124K
|
-2,352
|
-18%
|
|
|
336
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$566K
|
+$574K
|
+10,881
|
New
|
|
|
337
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$563K
|
–
|
–
|
–
|
|
|
338
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$555K
|
+$563K
|
+10,681
|
New
|
|
|
339
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$554K
|
+$94.5K
|
+1,793
|
+20%
|
|
|
340
|
Bank of Marin
Novato,
California
|
$542K
|
-$54.8K
|
-1,039
|
-9%
|
|
|
341
|
New York Life Investment Management
New York
|
$539K
|
-$4.03M
|
-76,405
|
-88%
|
|
|
342
|
JT Stratford LLC
Gainesville,
Georgia
|
$535K
|
-$186K
|
-3,525
|
-25%
|
|
|
343
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$533K
|
+$541K
|
+10,258
|
New
|
|
|
344
|
Diversify Advisory Services
Sandy,
Utah
|
$527K
|
-$361K
|
-6,848
|
-41%
|
|
|
345
|
Laidlaw Wealth Management
New York City,
New York
|
$527K
|
-$5.43K
|
-103
|
-1%
|
|
|
346
|
Sovereign Financial Group
Stamford,
Connecticut
|
$524K
|
+$27.7K
|
+526
|
+6%
|
|
|
347
|
Axxcess Wealth Management
Carlsbad,
California
|
$506K
|
-$105K
|
-1,990
|
-17%
|
|
|
348
|
Segment Wealth Management
Houston,
Texas
|
$494K
|
–
|
–
|
–
|
|
|
349
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$494K
|
+$395K
|
+7,500
|
+375%
|
|
|
350
|
Theory Financial
Fort Collins,
Colorado
|
$491K
|
+$498K
|
+9,442
|
New
|
|
