|
401
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$431K
|
+$439K
|
+16,701
|
New
|
|
|
402
|
Farther Finance Advisors
San Francisco,
California
|
$429K
|
+$34K
|
+1,294
|
+8%
|
|
|
403
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$425K
|
–
|
–
|
–
|
|
|
404
|
Summit Global Investments
Bountiful,
Utah
|
$422K
|
-$9.91K
|
-377
|
-2%
|
|
|
405
|
ORG Partners
Roanoke,
Indiana
|
$422K
|
+$8.65K
|
+329
|
+2%
|
|
|
406
|
Kingdom Financial Group
Peoria,
Arizona
|
$422K
|
+$199K
|
+7,585
|
+87%
|
|
|
407
|
Destiny Wealth Partners
Tavares,
Florida
|
$418K
|
–
|
–
|
–
|
|
|
408
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$415K
|
–
|
–
|
–
|
|
|
409
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$414K
|
-$19.9K
|
-759
|
-5%
|
|
|
410
|
Equitable Holdings
New York
|
$407K
|
-$342
|
-13
|
-0.1%
|
|
|
411
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$405K
|
+$93.3K
|
+3,550
|
+29%
|
|
|
412
|
WT Wealth Management
Scottsdale,
Arizona
|
$397K
|
-$385K
|
-14,644
|
-49%
|
|
|
413
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$395K
|
-$254K
|
-9,670
|
-39%
|
|
|
414
|
Zhang Financial
Portage,
Michigan
|
$395K
|
-$33K
|
-1,254
|
-8%
|
|
|
415
|
Mason Investment Advisory Services
Reston,
Virginia
|
$392K
|
+$631
|
+24
|
+0.2%
|
|
|
416
|
United Advisor Group
Cincinnati,
Ohio
|
$380K
|
+$387K
|
+14,721
|
New
|
|
|
417
|
Barrett & Company
Providence,
Rhode Island
|
$380K
|
–
|
–
|
–
|
|
|
418
|
Integrated Advisors Network
Dallas,
Texas
|
$378K
|
+$13.5K
|
+515
|
+4%
|
|
|
419
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$376K
|
+$383K
|
+14,568
|
New
|
|
|
420
|
VanderPol Investments
Caledonia,
Michigan
|
$374K
|
+$381K
|
+14,483
|
New
|
|
|
421
|
Private Client Services
Louisville,
Kentucky
|
$372K
|
-$67.1K
|
-2,554
|
-15%
|
|
|
422
|
Guardian Financial Partners
Orange,
California
|
$366K
|
+$143K
|
+5,426
|
+62%
|
|
|
423
|
Birch Financial Group
Keene,
New Hampshire
|
$361K
|
+$367K
|
+13,982
|
New
|
|
|
424
|
FWG Investments
Lexington,
Kentucky
|
$361K
|
+$71.7K
|
+2,729
|
+24%
|
|
|
425
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$359K
|
+$28.7K
|
+1,092
|
+9%
|
|
