|
501
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$267K
|
+$23.1K
|
+740
|
+9%
|
|
|
502
|
AJ Wealth Strategies
New York
|
$265K
|
–
|
–
|
–
|
|
|
503
|
Holderness Investments Company
Greensboro,
North Carolina
|
$265K
|
–
|
–
|
–
|
|
|
504
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$264K
|
-$14.9K
|
-476
|
-5%
|
|
|
505
|
Act Wealth Management
Plano,
Texas
|
$260K
|
–
|
–
|
–
|
|
|
506
|
Gainplan
Bloomfield Hills,
Michigan
|
$259K
|
-$3.84K
|
-123
|
-1%
|
|
|
507
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$259K
|
+$35K
|
+1,120
|
+15%
|
|
|
508
|
Modera Wealth Management
Westwood,
New Jersey
|
$258K
|
+$265K
|
+8,472
|
New
|
|
|
509
|
SimpliFi Inc
San Diego,
California
|
$257K
|
-$2.88K
|
-92
|
-1%
|
|
|
510
|
Meridian Wealth Management
Lexington,
Kentucky
|
$256K
|
-$4.22K
|
-135
|
-2%
|
|
|
511
|
Meeder Asset Management
Dublin,
Ohio
|
$255K
|
-$15.2K
|
-487
|
-6%
|
|
|
512
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$253K
|
+$260K
|
+8,309
|
New
|
|
|
513
|
Vista Capital Partners
Portland,
Oregon
|
$249K
|
-$37.1K
|
-1,188
|
-13%
|
|
|
514
|
SVB Wealth
Boston,
Massachusetts
|
$248K
|
-$31.7K
|
-1,016
|
-11%
|
|
|
515
|
Eudaimonia Partners
Winchester,
Tennessee
|
$246K
|
-$236K
|
-7,550
|
-48%
|
|
|
516
|
IEQ Capital
Foster City,
California
|
$245K
|
–
|
–
|
–
|
|
|
517
|
Claro Advisors
Boston,
Massachusetts
|
$244K
|
+$23.2K
|
+741
|
+10%
|
|
|
518
|
Parsec Financial Management
Asheville,
North Carolina
|
$242K
|
-$29.7K
|
-949
|
-11%
|
|
|
519
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$238K
|
-$2.13K
|
-68
|
-0.9%
|
|
|
520
|
Virtue Capital Management
Brentwood,
Tennessee
|
$237K
|
-$125K
|
-4,016
|
-34%
|
|
|
521
|
Brown Advisory
Baltimore,
Maryland
|
$235K
|
–
|
–
|
–
|
|
|
522
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$234K
|
+$240K
|
+7,680
|
New
|
|
|
523
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$231K
|
-$47K
|
-1,505
|
-17%
|
|
|
524
|
BOK Financial Private Wealth
Denver,
Colorado
|
$231K
|
-$15.3K
|
-490
|
-6%
|
|
|
525
|
Praetorian Wealth Management
Carmel,
California
|
$230K
|
–
|
–
|
–
|
|
