|
301
|
Fusion Family Wealth
Woodbury,
New York
|
$313K
|
–
|
–
|
–
|
|
|
302
|
Sand Hill Global Advisors
Palo Alto,
California
|
$313K
|
–
|
–
|
–
|
|
|
303
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$309K
|
–
|
–
|
–
|
|
|
304
|
Legacy Edge Advisors
Syosset,
New York
|
$307K
|
+$285K
|
+3,054
|
New
|
|
|
305
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$307K
|
+$285K
|
+3,052
|
New
|
|
|
306
|
Mason & Associates (California)
Los Angeles,
California
|
$305K
|
–
|
–
|
–
|
|
|
307
|
Oxford Financial Group
Carmel,
Indiana
|
$301K
|
-$10.1K
|
-108
|
-3%
|
|
|
308
|
Acropolis Investment Management
St. Louis,
Missouri
|
$299K
|
–
|
–
|
–
|
|
|
309
|
Arjuna Capital
Durham,
North Carolina
|
$299K
|
+$277K
|
+2,970
|
New
|
|
|
310
|
Atria Wealth Solutions
New York
|
$298K
|
+$55.6K
|
+596
|
+25%
|
|
|
311
|
Panoramic Investment Advisors
Denver,
Colorado
|
$297K
|
–
|
–
|
–
|
|
|
312
|
Opal Wealth Advisors
Jericho,
New York
|
$293K
|
-$4.11K
|
-44
|
-1%
|
|
|
313
|
Focus Financial Network
Minneapolis,
Minnesota
|
$293K
|
-$4.85K
|
-52
|
-2%
|
|
|
314
|
SWP Financial
San Diego,
California
|
$291K
|
+$271K
|
+2,900
|
New
|
|
|
315
|
LVZ Inc
Holland,
Michigan
|
$289K
|
–
|
–
|
–
|
|
|
316
|
Diversified Trust
Memphis,
Tennessee
|
$286K
|
-$28K
|
-300
|
-10%
|
|
|
317
|
Fidelity Investments
Boston,
Massachusetts
|
$285K
|
+$38.5K
|
+413
|
+17%
|
|
|
318
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
319
|
Bartlett & Co
Cincinnati,
Ohio
|
$284K
|
–
|
–
|
–
|
|
|
320
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$284K
|
+$19K
|
+204
|
+8%
|
|
|
321
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$276K
|
+$257K
|
+2,750
|
New
|
|
|
322
|
Hudock Inc
Williamsport,
Pennsylvania
|
$275K
|
+$653
|
+7
|
+0.3%
|
|
|
323
|
HoyleCohen
San Diego,
California
|
$274K
|
–
|
–
|
–
|
|
|
324
|
Klingman & Associates
New York
|
$271K
|
–
|
–
|
–
|
|
|
325
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$268K
|
–
|
–
|
–
|
|
