|
501
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.24M
|
–
|
–
|
–
|
|
|
502
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.22M
|
-$53.4K
|
-2,502
|
-4%
|
|
|
503
|
Cahill Wealth Management
Portage,
Michigan
|
$1.22M
|
-$281K
|
-13,161
|
-19%
|
|
|
504
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
505
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.21M
|
-$4.23K
|
-198
|
-0.4%
|
|
|
506
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.21M
|
–
|
–
|
–
|
|
|
507
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.2M
|
+$539K
|
+25,230
|
+87%
|
|
|
508
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.2M
|
-$47.8K
|
-2,238
|
-4%
|
|
|
509
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.19M
|
-$12.8K
|
-600
|
-1%
|
|
|
510
|
Morling Financial Advisors
Fremont,
California
|
$1.19M
|
-$29.3K
|
-1,374
|
-2%
|
|
|
511
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$1.19M
|
-$73.9K
|
-3,462
|
-6%
|
|
|
512
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.18M
|
+$7.43K
|
+348
|
+0.7%
|
|
|
513
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.18M
|
–
|
–
|
–
|
|
|
514
|
&Partners
Nashville,
Tennessee
|
$1.18M
|
+$788K
|
+36,906
|
+229%
|
|
|
515
|
Sterling Group Wealth Management
Pasadena,
California
|
$1.17M
|
+$7.17K
|
+336
|
+0.6%
|
|
|
516
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$1.17M
|
-$147K
|
-6,888
|
-12%
|
|
|
517
|
Brighton Jones LLC
Seattle,
Washington
|
$1.16M
|
-$4.06M
|
-189,921
|
-78%
|
|
|
518
|
Chilton Capital Management
Houston,
Texas
|
$1.15M
|
+$8.78K
|
+411
|
+0.8%
|
|
|
519
|
Belpointe Asset Management
Reno,
Nevada
|
$1.14M
|
-$3.2K
|
-150
|
-0.3%
|
|
|
520
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.14M
|
-$3.91K
|
-183
|
-0.4%
|
|
|
521
|
Diversify Wealth Management
Sandy,
Utah
|
$1.14M
|
+$2.01M
|
+94,176
|
+161%
|
|
|
522
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.13M
|
-$297K
|
-13,932
|
-21%
|
|
|
523
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$1.12M
|
-$53.7K
|
-2,517
|
-5%
|
|
|
524
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$1.11M
|
-$2.5K
|
-117
|
-0.2%
|
|
|
525
|
Summit Trail Advisors
New York
|
$1.11M
|
+$128
|
+6
|
+0%
|
|
