|
251
|
Heritage Family Offices
Scottsdale,
Arizona
|
$457K
|
+$248K
|
+1,662
|
+103%
|
|
|
252
|
Rothschild Investment LLC
Chicago,
Illinois
|
$456K
|
-$33.6K
|
-225
|
-6%
|
|
|
253
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$452K
|
+$28.4K
|
+190
|
+6%
|
|
|
254
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$446K
|
+$111K
|
+746
|
+30%
|
|
|
255
|
Strid Group
Newtown Square,
Pennsylvania
|
$440K
|
–
|
–
|
–
|
|
|
256
|
Profund Advisors
Bethesda,
Maryland
|
$438K
|
-$55.6K
|
-372
|
-11%
|
|
|
257
|
Vestor Capital
Chicago,
Illinois
|
$425K
|
-$31.4K
|
-210
|
-6%
|
|
|
258
|
United Services Automobile Association
San Antonio,
Texas
|
$422K
|
+$434K
|
+2,908
|
New
|
|
|
259
|
|
$418K
|
–
|
–
|
–
|
|
|
260
|
Clear Creek Financial Management
Silverdale,
Washington
|
$418K
|
+$34.4K
|
+230
|
+8%
|
|
|
261
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$408K
|
+$2.99K
|
+20
|
+0.7%
|
|
|
262
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$404K
|
+$16K
|
+107
|
+4%
|
|
|
263
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$403K
|
-$133K
|
-887
|
-23%
|
|
|
264
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$402K
|
+$10.5K
|
+70
|
+2%
|
|
|
265
|
Snowden Capital Advisors
New York
|
$401K
|
-$1.2K
|
-8
|
-0.3%
|
|
|
266
|
Crossmark Global Holdings
Houston,
Texas
|
$397K
|
-$15.5K
|
-104
|
-4%
|
|
|
267
|
Smith Anglin Financial
Dallas,
Texas
|
$396K
|
-$1.2K
|
-8
|
-0.3%
|
|
|
268
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$395K
|
-$2.69K
|
-18
|
-0.6%
|
|
|
269
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$392K
|
+$420K
|
+2,810
|
New
|
|
|
270
|
Perigon Wealth Management
San Francisco,
California
|
$378K
|
+$19K
|
+127
|
+5%
|
|
|
271
|
Davenport & Co
Richmond,
Virginia
|
$377K
|
+$403K
|
+2,700
|
New
|
|
|
272
|
Venturi Wealth Management
Austin,
Texas
|
$372K
|
+$161K
|
+1,075
|
+68%
|
|
|
273
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$369K
|
+$154K
|
+1,033
|
+64%
|
|
|
274
|
Bessemer Group
Woodbridge,
New Jersey
|
$363K
|
+$14.2K
|
+95
|
+4%
|
|
|
275
|
XML Financial
Bethesda,
Maryland
|
$361K
|
–
|
–
|
–
|
|
