|
401
|
Evoke Wealth
Los Angeles,
California
|
$731K
|
+$903K
|
+7,590
|
New
|
|
|
402
|
Cribstone Capital Management
Augusta,
Maine
|
$726K
|
-$20.7K
|
-174
|
-2%
|
|
|
403
|
Sequoia Financial Advisors
Akron,
Ohio
|
$726K
|
+$16.3K
|
+137
|
+2%
|
|
|
404
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$722K
|
-$28.2K
|
-237
|
-3%
|
|
|
405
|
Perigon Wealth Management
San Francisco,
California
|
$720K
|
+$103K
|
+867
|
+15%
|
|
|
406
|
First Ascent Asset Management
Denver,
Colorado
|
$701K
|
+$238
|
+2
|
+0%
|
|
|
407
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$682K
|
+$34K
|
+286
|
+5%
|
|
|
408
|
|
$678K
|
-$1.12M
|
-9,442
|
-57%
|
|
|
409
|
EPG Wealth Management
Atlanta,
Georgia
|
$678K
|
+$87.5K
|
+735
|
+12%
|
|
|
410
|
Insight Wealth Strategies
San Ramon,
California
|
$677K
|
+$38.2K
|
+321
|
+5%
|
|
|
411
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$674K
|
-$871K
|
-7,316
|
-51%
|
|
|
412
|
Brighton Jones LLC
Seattle,
Washington
|
$664K
|
-$174K
|
-1,464
|
-18%
|
|
|
413
|
D.A. Davidson & Co
Great Falls,
Montana
|
$664K
|
+$268K
|
+2,250
|
+48%
|
|
|
414
|
Bessemer Group
Woodbridge,
New Jersey
|
$656K
|
-$164K
|
-1,380
|
-17%
|
|
|
415
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$647K
|
–
|
–
|
–
|
|
|
416
|
Smart Money Group
Eastland,
Texas
|
$644K
|
+$103K
|
+862
|
+15%
|
|
|
417
|
Pinnacle Associates
New York
|
$642K
|
-$38.7K
|
-325
|
-5%
|
|
|
418
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$639K
|
-$146K
|
-1,226
|
-16%
|
|
|
419
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$637K
|
–
|
–
|
–
|
|
|
420
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$634K
|
+$146K
|
+1,230
|
+23%
|
|
|
421
|
Epstein & White Financial
San Diego,
California
|
$631K
|
-$2.03M
|
-17,066
|
-72%
|
|
|
422
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$629K
|
-$14.6K
|
-123
|
-2%
|
|
|
423
|
Total Investment Management
Scottsdale,
Arizona
|
$628K
|
+$181K
|
+1,520
|
+30%
|
|
|
424
|
Tiemann Investment Advisors
Menlo Park,
California
|
$626K
|
+$128K
|
+1,076
|
+20%
|
|
|
425
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$620K
|
-$25.6K
|
-215
|
-3%
|
|
