|
326
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$875K
|
+$216K
|
+2,388
|
+35%
|
|
|
327
|
Pure Financial Advisors
San Diego,
California
|
$870K
|
+$44.7K
|
+495
|
+6%
|
|
|
328
|
Verity Asset Management
Durham,
North Carolina
|
$869K
|
-$786K
|
-8,706
|
-49%
|
|
|
329
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$861K
|
+$242K
|
+2,682
|
+42%
|
|
|
330
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$844K
|
+$5.6K
|
+62
|
+0.7%
|
|
|
331
|
Sand Hill Global Advisors
Palo Alto,
California
|
$830K
|
–
|
–
|
–
|
|
|
332
|
NWAM LLC
Mercer Island,
Washington
|
$818K
|
+$40.9K
|
+453
|
+6%
|
|
|
333
|
Occidental Asset Management
Burlingame,
California
|
$818K
|
-$821K
|
-9,099
|
-51%
|
|
|
334
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$809K
|
-$74.5K
|
-826
|
-9%
|
|
|
335
|
Congress Wealth Management
Boston,
Massachusetts
|
$808K
|
+$378K
|
+4,184
|
+96%
|
|
|
336
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$802K
|
+$3.16K
|
+35
|
+0.4%
|
|
|
337
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$787K
|
–
|
–
|
–
|
|
|
338
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$762K
|
-$41.9K
|
-464
|
-5%
|
|
|
339
|
Citadel Advisors
Miami,
Florida
|
$762K
|
-$5.6M
|
-62,007
|
-89%
|
|
|
340
|
ERn Financial LLC
Middleton,
Wisconsin
|
$741K
|
+$90
|
+1
|
+0%
|
|
|
341
|
D.A. Davidson & Co
Great Falls,
Montana
|
$726K
|
-$11.5K
|
-127
|
-2%
|
|
|
342
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$726K
|
+$121K
|
+1,343
|
+21%
|
|
|
343
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$714K
|
+$2.17K
|
+24
|
+0.3%
|
|
|
344
|
Whittier Trust
South Pasadena,
California
|
$710K
|
–
|
–
|
–
|
|
|
345
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$703K
|
+$9.3K
|
+103
|
+1%
|
|
|
346
|
Innovative Wealth Building
California,
Maryland
|
$702K
|
-$579K
|
-6,414
|
-46%
|
|
|
347
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$697K
|
+$67.2K
|
+745
|
+11%
|
|
|
348
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$695K
|
-$4.75M
|
-52,661
|
-88%
|
|
|
349
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$683K
|
+$14K
|
+155
|
+2%
|
|
|
350
|
Sequoia Financial Advisors
Akron,
Ohio
|
$678K
|
-$605K
|
-6,703
|
-48%
|
|
