|
226
|
Aprio Wealth Management
Atlanta,
Georgia
|
$867K
|
+$866K
|
+17,222
|
New
|
|
|
227
|
Beacon Pointe Advisors
Newport Beach,
California
|
$862K
|
+$102K
|
+2,018
|
+13%
|
|
|
228
|
WNY Asset Management
Williamsville,
New York
|
$861K
|
+$19.1K
|
+379
|
+2%
|
|
|
229
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$854K
|
+$853K
|
+16,952
|
New
|
|
|
230
|
Zhang Financial
Portage,
Michigan
|
$847K
|
-$1.06M
|
-21,041
|
-56%
|
|
|
231
|
Wealthspire Advisors (New York)
New York
|
$844K
|
-$263K
|
-5,233
|
-24%
|
|
|
232
|
Strata Wealth Advisors
Dallas,
Texas
|
$844K
|
–
|
–
|
–
|
|
|
233
|
AlphaCore Capital
La Jolla,
California
|
$809K
|
-$10.2K
|
-202
|
-1%
|
|
|
234
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$795K
|
+$794K
|
+15,782
|
New
|
|
|
235
|
Maryland Capital Advisors
Chester,
Maryland
|
$790K
|
–
|
–
|
–
|
|
|
236
|
TownSquare Capital
Provo,
Utah
|
$779K
|
+$302K
|
+6,001
|
+63%
|
|
|
237
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$778K
|
+$777K
|
+15,442
|
New
|
|
|
238
|
Atwood & Palmer
Kansas City,
Missouri
|
$777K
|
-$101K
|
-2,000
|
-11%
|
|
|
239
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$771K
|
+$112K
|
+2,229
|
+17%
|
|
|
240
|
Courage Miller Partners
Norfolk,
Virginia
|
$765K
|
–
|
–
|
–
|
|
|
241
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$760K
|
-$145K
|
-2,878
|
-16%
|
|
|
242
|
TAGStone Capital
Charlotte,
North Carolina
|
$755K
|
+$34.5K
|
+685
|
+5%
|
|
|
243
|
Violich Capital Management
San Francisco,
California
|
$754K
|
+$754K
|
+14,980
|
New
|
|
|
244
|
William Blair & Company
Chicago,
Illinois
|
$754K
|
+$175K
|
+3,476
|
+30%
|
|
|
245
|
Simplify Asset Management
Las Vegas,
Nevada
|
$753K
|
-$1.35M
|
-26,884
|
-64%
|
|
|
246
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$734K
|
-$10.6K
|
-210
|
-1%
|
|
|
247
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$732K
|
+$98.4K
|
+1,956
|
+16%
|
|
|
248
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$731K
|
-$31.3K
|
-622
|
-4%
|
|
|
249
|
Alpha Financial Partners
Lexington,
Kentucky
|
$721K
|
+$10.1K
|
+201
|
+1%
|
|
|
250
|
Wealthfront Advisers
Palo Alto,
California
|
$720K
|
+$8.4K
|
+167
|
+1%
|
|
