|
351
|
Heritage Family Offices
Scottsdale,
Arizona
|
$566K
|
+$563K
|
+24,820
|
New
|
|
|
352
|
Dentgroup
Baton Rouge,
Louisiana
|
$562K
|
-$62.2K
|
-2,744
|
-10%
|
|
|
353
|
Fulcrum Equity Management
Plano,
Texas
|
$562K
|
+$559K
|
+24,650
|
New
|
|
|
354
|
Aspiriant LLC
Los Angeles,
California
|
$559K
|
–
|
–
|
–
|
|
|
355
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$533K
|
-$280K
|
-12,358
|
-35%
|
|
|
356
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$529K
|
+$99.4K
|
+4,386
|
+23%
|
|
|
357
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$528K
|
-$42.9K
|
-1,892
|
-8%
|
|
|
358
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$527K
|
–
|
–
|
–
|
|
|
359
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$526K
|
-$52.6K
|
-2,320
|
-9%
|
|
|
360
|
Portside Wealth Group
Provo,
Utah
|
$522K
|
-$208K
|
-9,184
|
-29%
|
|
|
361
|
One Capital Management
Westlake Village,
California
|
$521K
|
-$34.4K
|
-1,518
|
-6%
|
|
|
362
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$518K
|
-$55.5K
|
-2,450
|
-10%
|
|
|
363
|
FDx Advisors
Chicago,
Illinois
|
$512K
|
-$27.4K
|
-1,210
|
-5%
|
|
|
364
|
Truist Financial
Charlotte,
North Carolina
|
$509K
|
-$5.76K
|
-254
|
-1%
|
|
|
365
|
Sonoma Private Wealth
Sonoma,
California
|
$509K
|
+$62.1K
|
+2,740
|
+14%
|
|
|
366
|
Pure Financial Advisors
San Diego,
California
|
$505K
|
+$14.2K
|
+628
|
+3%
|
|
|
367
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$495K
|
+$2.18K
|
+96
|
+0.4%
|
|
|
368
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$492K
|
+$4.8K
|
+212
|
+1%
|
|
|
369
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$489K
|
+$1.72K
|
+76
|
+0.4%
|
|
|
370
|
Versant Capital Management
Phoenix,
Arizona
|
$488K
|
+$51.1K
|
+2,254
|
+12%
|
|
|
371
|
Kestra Private Wealth Services
Austin,
Texas
|
$485K
|
-$14.9K
|
-658
|
-3%
|
|
|
372
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$483K
|
+$25.9K
|
+1,144
|
+6%
|
|
|
373
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$480K
|
+$148K
|
+6,550
|
+45%
|
|
|
374
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$476K
|
–
|
–
|
–
|
|
|
375
|
SWMG LLC
Fort Worth,
Texas
|
$475K
|
+$1.36K
|
+60
|
+0.3%
|
|
