|
501
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.38M
|
-$107K
|
-4,707
|
-7%
|
|
|
502
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.38M
|
+$232K
|
+10,191
|
+19%
|
|
|
503
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.37M
|
+$1.45M
|
+63,707
|
New
|
|
|
504
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.37M
|
–
|
–
|
–
|
|
|
505
|
B&D White Capital Company
Lakeway,
Texas
|
$1.37M
|
-$83.4K
|
-3,668
|
-5%
|
|
|
506
|
Bailard
Foster City,
California
|
$1.36M
|
+$94K
|
+4,131
|
+7%
|
|
|
507
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.34M
|
-$1.32M
|
-58,001
|
-48%
|
|
|
508
|
Pasadena Private Wealth
Pasadena,
California
|
$1.33M
|
+$1.41M
|
+61,877
|
New
|
|
|
509
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.33M
|
–
|
–
|
–
|
|
|
510
|
Callahan Advisors
Houston,
Texas
|
$1.33M
|
+$116K
|
+5,120
|
+9%
|
|
|
511
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$1.33M
|
-$183K
|
-8,047
|
-12%
|
|
|
512
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.32M
|
-$17.7K
|
-776
|
-1%
|
|
|
513
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.32M
|
-$1.65M
|
-72,549
|
-54%
|
|
|
514
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$1.32M
|
-$2.46K
|
-108
|
-0.2%
|
|
|
515
|
Fonville Wealth Management
Richmond,
Virginia
|
$1.31M
|
-$48.1K
|
-2,115
|
-3%
|
|
|
516
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.31M
|
-$20.5K
|
-900
|
-1%
|
|
|
517
|
Private Trust Company
Cleveland,
Ohio
|
$1.29M
|
–
|
–
|
–
|
|
|
518
|
Belpointe Asset Management
Reno,
Nevada
|
$1.29M
|
+$716K
|
+31,485
|
+111%
|
|
|
519
|
Natixis Advisors
Boston,
Massachusetts
|
$1.28M
|
+$228K
|
+10,002
|
+20%
|
|
|
520
|
Wealth Architects
Mountain View,
California
|
$1.28M
|
+$614
|
+27
|
+0%
|
|
|
521
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$1.27M
|
-$30.2K
|
-1,329
|
-2%
|
|
|
522
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.27M
|
-$52K
|
-2,286
|
-4%
|
|
|
523
|
Advisory Services Network
Atlanta,
Georgia
|
$1.27M
|
-$410K
|
-18,039
|
-23%
|
|
|
524
|
KeyBank National Association
Cleveland,
Ohio
|
$1.27M
|
–
|
–
|
–
|
|
|
525
|
Curi RMB Capital
Chicago,
Illinois
|
$1.26M
|
-$13.9K
|
-610
|
-1%
|
|
