|
301
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.49M
|
+$556K
|
+11,530
|
+62%
|
|
|
302
|
Whittier Trust
South Pasadena,
California
|
$1.49M
|
+$61.7K
|
+1,280
|
+4%
|
|
|
303
|
Vantage Investment Partners
Kansas City,
Missouri
|
$1.43M
|
+$96.4K
|
+2,000
|
+7%
|
|
|
304
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.41M
|
+$364K
|
+7,560
|
+31%
|
|
|
305
|
CGN Advisors
Manhattan,
Kansas
|
$1.41M
|
-$492K
|
-10,207
|
-24%
|
|
|
306
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1.4M
|
-$47.6K
|
-988
|
-3%
|
|
|
307
|
Altrius Capital Management
New Bern,
North Carolina
|
$1.38M
|
+$1.5M
|
+31,110
|
New
|
|
|
308
|
Stone Summit Wealth
Miami,
Florida
|
$1.34M
|
-$212K
|
-4,390
|
-13%
|
|
|
309
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.33M
|
–
|
–
|
–
|
|
|
310
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.33M
|
-$177K
|
-3,674
|
-11%
|
|
|
311
|
Safeguard Financial
Minocqua,
Wisconsin
|
$1.31M
|
-$18.3K
|
-380
|
-1%
|
|
|
312
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$1.3M
|
+$1.42M
|
+29,408
|
New
|
|
|
313
|
Stifel Financial
St. Louis,
Missouri
|
$1.3M
|
+$54.6K
|
+1,133
|
+4%
|
|
|
314
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.29M
|
+$1.4M
|
+29,021
|
New
|
|
|
315
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.28M
|
+$1.4M
|
+28,978
|
New
|
|
|
316
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.28M
|
+$162K
|
+3,370
|
+13%
|
|
|
317
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.27M
|
+$425K
|
+8,821
|
+44%
|
|
|
318
|
Forte Capital
Rochester,
New York
|
$1.26M
|
-$298K
|
-6,182
|
-18%
|
|
|
319
|
Flower City Capital
Pittsford,
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
320
|
Beacon Financial Group
Dallas,
Texas
|
$1.24M
|
+$758K
|
+15,739
|
+137%
|
|
|
321
|
Avantax Advisory Services
Dallas,
Texas
|
$1.24M
|
+$249K
|
+5,168
|
+23%
|
|
|
322
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.22M
|
-$26.8K
|
-557
|
-2%
|
|
|
323
|
Newman & Schimel
Deerfield,
Illinois
|
$1.22M
|
+$48.2K
|
+1,000
|
+4%
|
|
|
324
|
Northern Trust
Chicago,
Illinois
|
$1.22M
|
-$146K
|
-3,020
|
-10%
|
|
|
325
|
Wayfinding Financial
Lynnwood,
Washington
|
$1.2M
|
+$98.5K
|
+2,045
|
+8%
|
|
