|
301
|
Sand Hill Global Advisors
Palo Alto,
California
|
$978K
|
-$125K
|
-1,357
|
-12%
|
|
|
302
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$972K
|
+$692K
|
+7,528
|
+284%
|
|
|
303
|
Coldstream Capital Management
Bellevue,
Washington
|
$966K
|
–
|
–
|
–
|
|
|
304
|
Boyd Wealth Management
Sacramento,
California
|
$963K
|
+$111K
|
+1,206
|
+14%
|
|
|
305
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$957K
|
–
|
–
|
–
|
|
|
306
|
Gotham Asset Management
New York
|
$954K
|
+$918K
|
+9,987
|
New
|
|
|
307
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$953K
|
–
|
–
|
–
|
|
|
308
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$935K
|
+$18.3K
|
+199
|
+2%
|
|
|
309
|
Commerce Bank
Kansas City,
Missouri
|
$932K
|
–
|
–
|
–
|
|
|
310
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$931K
|
–
|
–
|
–
|
|
|
311
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$910K
|
+$2.3K
|
+25
|
+0.3%
|
|
|
312
|
NWAM LLC
Mercer Island,
Washington
|
$909K
|
+$875K
|
+9,517
|
New
|
|
|
313
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$893K
|
+$61.2K
|
+666
|
+8%
|
|
|
314
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$884K
|
+$2.39K
|
+26
|
+0.3%
|
|
|
315
|
Wealthspire Advisors (New York)
New York
|
$872K
|
+$574K
|
+6,248
|
+217%
|
|
|
316
|
R.W. Roge & Company
Bohemia,
New York
|
$870K
|
-$21.3K
|
-232
|
-2%
|
|
|
317
|
Perennial Investment Advisors
Los Angeles,
California
|
$865K
|
-$46.6K
|
-507
|
-5%
|
|
|
318
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$855K
|
+$368
|
+4
|
+0%
|
|
|
319
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$842K
|
+$322K
|
+3,504
|
+66%
|
|
|
320
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$842K
|
+$322K
|
+3,504
|
+66%
|
|
|
321
|
|
$841K
|
-$2.76M
|
-30,004
|
-77%
|
|
|
322
|
Lantz Financial
Naperville,
Illinois
|
$827K
|
+$797K
|
+8,665
|
New
|
|
|
323
|
Pure Financial Advisors
San Diego,
California
|
$825K
|
+$21K
|
+228
|
+3%
|
|
|
324
|
ERn Financial LLC
Middleton,
Wisconsin
|
$825K
|
-$47.4K
|
-516
|
-6%
|
|
|
325
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$822K
|
-$2.33M
|
-25,301
|
-75%
|
|
