|
401
|
Exchange Bank
Santa Rosa,
California
|
$1.3M
|
-$104K
|
-6,000
|
-7%
|
|
|
402
|
Gradient Capital Advisors
San Diego,
California
|
$1.3M
|
+$17.4K
|
+1,005
|
+1%
|
|
|
403
|
NEPC LLC
Boston,
Massachusetts
|
$1.3M
|
-$551K
|
-31,830
|
-29%
|
|
|
404
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.29M
|
+$1.35M
|
+77,790
|
New
|
|
|
405
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.28M
|
+$198K
|
+11,418
|
+17%
|
|
|
406
|
Choreo LLC
Rockford,
Illinois
|
$1.28M
|
+$60.1K
|
+3,474
|
+5%
|
|
|
407
|
Joule Financial
Lexington,
Kentucky
|
$1.27M
|
-$363
|
-21
|
-0%
|
|
|
408
|
Hardy Reed
Tupelo,
Mississippi
|
$1.27M
|
+$1.32M
|
+76,548
|
New
|
|
|
409
|
Adams Wealth Management
Logan,
Utah
|
$1.27M
|
-$1.4K
|
-81
|
-0.1%
|
|
|
410
|
Gleason Group
Prospect,
Kentucky
|
$1.26M
|
+$91.3K
|
+5,277
|
+8%
|
|
|
411
|
Operose Advisors
Milwaukee,
Wisconsin
|
$1.25M
|
+$4.93K
|
+285
|
+0.4%
|
|
|
412
|
Aspiriant LLC
Los Angeles,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
413
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.23M
|
–
|
–
|
–
|
|
|
414
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
415
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.22M
|
-$29.6K
|
-1,710
|
-2%
|
|
|
416
|
Diligent Investors
Redlands,
California
|
$1.22M
|
-$81.7K
|
-4,719
|
-6%
|
|
|
417
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$1.2M
|
+$727
|
+42
|
+0.1%
|
|
|
418
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$1.2M
|
-$47.1K
|
-2,721
|
-4%
|
|
|
419
|
Pure Financial Advisors
San Diego,
California
|
$1.18M
|
+$21.5K
|
+1,242
|
+2%
|
|
|
420
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.17M
|
+$80.4K
|
+4,644
|
+7%
|
|
|
421
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$1.17M
|
+$27.4K
|
+1,581
|
+2%
|
|
|
422
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.17M
|
+$2.91K
|
+168
|
+0.2%
|
|
|
423
|
BNC Wealth Management
Beaverton,
Oregon
|
$1.16M
|
+$8.41K
|
+486
|
+0.7%
|
|
|
424
|
S.A. Mason
Holland,
Michigan
|
$1.16M
|
-$77.4K
|
-4,470
|
-6%
|
|
|
425
|
Morling Financial Advisors
Fremont,
California
|
$1.15M
|
-$35.4K
|
-2,043
|
-3%
|
|
