|
401
|
Snowden Capital Advisors
New York
|
$669K
|
+$105K
|
+1,076
|
+18%
|
|
|
402
|
CreativeOne Wealth
Overland Park,
Kansas
|
$666K
|
+$178K
|
+1,827
|
+36%
|
|
|
403
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$664K
|
+$418K
|
+4,304
|
+169%
|
|
|
404
|
United Asset Strategies
Garden City,
New York
|
$654K
|
-$265K
|
-2,732
|
-29%
|
|
|
405
|
360 Financial
Wayzata,
Minnesota
|
$649K
|
–
|
–
|
–
|
|
|
406
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$642K
|
+$1.46K
|
+15
|
+0.2%
|
|
|
407
|
FirstPurpose Wealth
Orem,
Utah
|
$641K
|
-$131K
|
-1,351
|
-17%
|
|
|
408
|
|
$640K
|
-$35.4K
|
-364
|
-5%
|
|
|
409
|
Clearstead Advisors
Cleveland,
Ohio
|
$639K
|
–
|
–
|
–
|
|
|
410
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$639K
|
-$110K
|
-1,133
|
-15%
|
|
|
411
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$626K
|
+$627K
|
+6,458
|
New
|
|
|
412
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$626K
|
–
|
–
|
–
|
|
|
413
|
Eudaimonia Partners
Winchester,
Tennessee
|
$623K
|
-$19K
|
-196
|
-3%
|
|
|
414
|
Rathbones Group
Liverpool,
United Kingdom
|
$621K
|
+$12.7K
|
+131
|
+2%
|
|
|
415
|
RHS Financial
San Francisco,
California
|
$621K
|
-$84.2K
|
-867
|
-12%
|
|
|
416
|
Brickley Wealth Management
San Mateo,
California
|
$616K
|
+$617K
|
+6,350
|
New
|
|
|
417
|
GW & Wade
Wellesley,
Massachusetts
|
$607K
|
+$609K
|
+6,265
|
New
|
|
|
418
|
Independent Wealth Network
Urbandale,
Iowa
|
$600K
|
+$25.3K
|
+260
|
+4%
|
|
|
419
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$598K
|
-$730K
|
-7,513
|
-55%
|
|
|
420
|
Destiny Wealth Partners
Tavares,
Florida
|
$596K
|
-$15.9M
|
-163,457
|
-96%
|
|
|
421
|
Lodestone Wealth Management
Spokane,
Washington
|
$591K
|
+$592K
|
+6,098
|
New
|
|
|
422
|
Fortis Advisors
Wayne,
Pennsylvania
|
$570K
|
+$2.33K
|
+24
|
+0.4%
|
|
|
423
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$569K
|
+$31.6K
|
+325
|
+6%
|
|
|
424
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$536K
|
+$537K
|
+5,532
|
New
|
|
|
425
|
Passive Capital Management
Baltimore,
Maryland
|
$536K
|
-$185K
|
-1,900
|
-26%
|
|
