|
326
|
Occidental Asset Management
Burlingame,
California
|
$5.38M
|
-$148K
|
-3,397
|
-3%
|
|
|
327
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$5.27M
|
+$51.4K
|
+1,177
|
+1%
|
|
|
328
|
Breachway Investments
Charlestown,
Rhode Island
|
$5.17M
|
+$5.09M
|
+116,503
|
New
|
|
|
329
|
Integrity Wealth Solutions
Denver,
Colorado
|
$5.16M
|
+$95.9K
|
+2,195
|
+2%
|
|
|
330
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$5.14M
|
+$173K
|
+3,950
|
+4%
|
|
|
331
|
Advisor OS
Chicago,
Illinois
|
$5.13M
|
+$1.49M
|
+34,022
|
+42%
|
|
|
332
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.12M
|
-$133K
|
-3,051
|
-3%
|
|
|
333
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$5.09M
|
-$57.9K
|
-1,325
|
-1%
|
|
|
334
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$5.07M
|
–
|
–
|
–
|
|
|
335
|
Brown Financial Advisors
Milford,
Ohio
|
$5.06M
|
-$33.4K
|
-764
|
-0.7%
|
|
|
336
|
Tyche Wealth Partners
Plano,
Texas
|
$5.04M
|
+$482K
|
+11,028
|
+11%
|
|
|
337
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$4.99M
|
-$98.2K
|
-2,247
|
-2%
|
|
|
338
|
NWAM LLC
Mercer Island,
Washington
|
$4.98M
|
+$170K
|
+3,884
|
+4%
|
|
|
339
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.97M
|
+$2.95M
|
+67,481
|
+152%
|
|
|
340
|
Choreo LLC
Rockford,
Illinois
|
$4.95M
|
-$287K
|
-6,568
|
-6%
|
|
|
341
|
International Private Wealth Advisors
San Diego,
California
|
$4.91M
|
+$701K
|
+16,036
|
+17%
|
|
|
342
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4.9M
|
-$131K
|
-2,992
|
-3%
|
|
|
343
|
Ervin Investment Management
Seattle,
Washington
|
$4.87M
|
+$121K
|
+2,767
|
+3%
|
|
|
344
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$4.86M
|
-$32.7K
|
-749
|
-0.7%
|
|
|
345
|
|
$4.8M
|
+$4.73M
|
+108,156
|
New
|
|
|
346
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$4.76M
|
+$551K
|
+12,605
|
+13%
|
|
|
347
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$4.71M
|
+$200K
|
+4,585
|
+5%
|
|
|
348
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$4.69M
|
+$644K
|
+14,736
|
+16%
|
|
|
349
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.66M
|
-$205K
|
-4,686
|
-4%
|
|
|
350
|
DeDora Capital
Napa,
California
|
$4.66M
|
–
|
–
|
–
|
|
