|
276
|
Valmark Advisers
Akron,
Ohio
|
$503K
|
+$502K
|
+9,905
|
New
|
|
|
277
|
SigFig Wealth Management
San Francisco,
California
|
$502K
|
-$991K
|
-19,565
|
-66%
|
|
|
278
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$502K
|
-$5.07K
|
-100
|
-1%
|
|
|
279
|
Tarbox Family Office
Newport Beach,
California
|
$500K
|
+$2.58K
|
+51
|
+0.5%
|
|
|
280
|
IHT Wealth Management
Chicago,
Illinois
|
$500K
|
+$499K
|
+9,848
|
New
|
|
|
281
|
WealthBridge Capital Management
Westerville,
Ohio
|
$497K
|
+$3.34K
|
+66
|
+0.7%
|
|
|
282
|
IAM Advisory
Easton,
Pennsylvania
|
$496K
|
+$54.2K
|
+1,069
|
+12%
|
|
|
283
|
WNY Asset Management
Williamsville,
New York
|
$496K
|
–
|
–
|
–
|
|
|
284
|
Boston Family Office
Boston,
Massachusetts
|
$492K
|
–
|
–
|
–
|
|
|
285
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$481K
|
+$190K
|
+3,749
|
+65%
|
|
|
286
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$470K
|
+$470K
|
+9,270
|
New
|
|
|
287
|
Waverly Advisors
Birmingham,
Alabama
|
$466K
|
-$42.4K
|
-837
|
-8%
|
|
|
288
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$465K
|
+$40.2K
|
+794
|
+9%
|
|
|
289
|
Roberts Wealth Advisors
Palo Alto,
California
|
$464K
|
-$200K
|
-3,940
|
-30%
|
|
|
290
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$461K
|
+$42.8K
|
+844
|
+10%
|
|
|
291
|
William Blair & Company
Chicago,
Illinois
|
$458K
|
+$273K
|
+5,381
|
+147%
|
|
|
292
|
IFG Advisory
Atlanta,
Georgia
|
$456K
|
+$455K
|
+8,984
|
New
|
|
|
293
|
RFG Advisory
Birmingham,
Alabama
|
$455K
|
-$143K
|
-2,830
|
-24%
|
|
|
294
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$454K
|
+$203K
|
+4,000
|
+81%
|
|
|
295
|
Royal Harbor Partners
Houston,
Texas
|
$451K
|
–
|
–
|
–
|
|
|
296
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$450K
|
–
|
–
|
–
|
|
|
297
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$447K
|
+$45.6K
|
+900
|
+11%
|
|
|
298
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$440K
|
-$30.1K
|
-595
|
-6%
|
|
|
299
|
Tidal Investments
Milwaukee,
Wisconsin
|
$437K
|
+$436K
|
+8,616
|
New
|
|
|
300
|
Beacon Pointe Advisors
Newport Beach,
California
|
$428K
|
+$138K
|
+2,721
|
+48%
|
|
