|
401
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$931K
|
–
|
–
|
–
|
|
|
402
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$923K
|
+$360K
|
+4,066
|
+65%
|
|
|
403
|
LexAurum Advisors
Overland Park,
Kansas
|
$918K
|
+$109K
|
+1,226
|
+13%
|
|
|
404
|
Acropolis Investment Management
St. Louis,
Missouri
|
$907K
|
+$903K
|
+10,188
|
New
|
|
|
405
|
First Horizon Corporation
Memphis,
Tennessee
|
$894K
|
+$3.1K
|
+35
|
+0.3%
|
|
|
406
|
Stratos Investment Management
Beachwood,
Ohio
|
$892K
|
-$98K
|
-1,106
|
-10%
|
|
|
407
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$892K
|
–
|
–
|
–
|
|
|
408
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$891K
|
-$98.9K
|
-1,116
|
-10%
|
|
|
409
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$872K
|
+$869K
|
+9,809
|
New
|
|
|
410
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$871K
|
-$26.6K
|
-300
|
-3%
|
|
|
411
|
Wealthfront Advisers
Palo Alto,
California
|
$860K
|
+$526K
|
+5,938
|
+160%
|
|
|
412
|
Portside Wealth Group
Provo,
Utah
|
$859K
|
+$535K
|
+6,032
|
+167%
|
|
|
413
|
Matisse Capital
Portland,
Oregon
|
$857K
|
–
|
–
|
–
|
|
|
414
|
Osborne Partners Capital Management
San Francisco,
California
|
$856K
|
–
|
–
|
–
|
|
|
415
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$845K
|
+$85.6K
|
+966
|
+11%
|
|
|
416
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$845K
|
-$240K
|
-2,713
|
-22%
|
|
|
417
|
PFG Advisors
Phoenix,
Arizona
|
$842K
|
-$37.5K
|
-423
|
-4%
|
|
|
418
|
Manuka Financial
Richmond,
Virginia
|
$841K
|
–
|
–
|
–
|
|
|
419
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$833K
|
+$1.15K
|
+13
|
+0.1%
|
|
|
420
|
Berger Financial Group
Plymouth,
Minnesota
|
$832K
|
–
|
–
|
–
|
|
|
421
|
J. Team Financial
Abilene,
Texas
|
$807K
|
+$95.4K
|
+1,077
|
+13%
|
|
|
422
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$805K
|
-$77.9K
|
-879
|
-9%
|
|
|
423
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$787K
|
+$166K
|
+1,876
|
+27%
|
|
|
424
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$787K
|
-$10.9K
|
-123
|
-1%
|
|
|
425
|
UMB Bank
Kansas City,
Missouri
|
$782K
|
+$67.4K
|
+760
|
+9%
|
|
