|
301
|
Jones Financial Companies
Des Peres,
Missouri
|
$354K
|
+$130K
|
+1,198
|
+61%
|
|
|
302
|
Atria Wealth Solutions
New York
|
$353K
|
+$12.7K
|
+117
|
+4%
|
|
|
303
|
Prostatis Group
Hanover,
Maryland
|
$351K
|
+$12.7K
|
+117
|
+4%
|
|
|
304
|
Fusion Family Wealth
Woodbury,
New York
|
$350K
|
–
|
–
|
–
|
|
|
305
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$347K
|
-$55.7K
|
-514
|
-14%
|
|
|
306
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$347K
|
-$5.96K
|
-55
|
-2%
|
|
|
307
|
Transform Wealth
Greenwood Village,
Colorado
|
$343K
|
-$22K
|
-203
|
-6%
|
|
|
308
|
Fairview Capital Investment Management
Greenbrae,
California
|
$343K
|
-$65K
|
-600
|
-16%
|
|
|
309
|
Opal Wealth Advisors
Jericho,
New York
|
$342K
|
+$4.88K
|
+45
|
+2%
|
|
|
310
|
Advisor OS
Chicago,
Illinois
|
$340K
|
-$25.9K
|
-239
|
-7%
|
|
|
311
|
Brio Consultants
San Francisco,
California
|
$337K
|
+$51.4K
|
+474
|
+19%
|
|
|
312
|
Oxford Financial Group
Carmel,
Indiana
|
$337K
|
–
|
–
|
–
|
|
|
313
|
MJP Associates
Farmington,
Connecticut
|
$336K
|
-$25.9K
|
-239
|
-7%
|
|
|
314
|
LVZ Inc
Holland,
Michigan
|
$333K
|
–
|
–
|
–
|
|
|
315
|
Flagstar Advisors
New York
|
$331K
|
-$21.1K
|
-195
|
-6%
|
|
|
316
|
Sand Hill Global Advisors
Palo Alto,
California
|
$328K
|
–
|
–
|
–
|
|
|
317
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$317K
|
–
|
–
|
–
|
|
|
318
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$309K
|
+$18.1K
|
+167
|
+6%
|
|
|
319
|
Acropolis Investment Management
St. Louis,
Missouri
|
$308K
|
–
|
–
|
–
|
|
|
320
|
HoyleCohen
San Diego,
California
|
$307K
|
–
|
–
|
–
|
|
|
321
|
Klingman & Associates
New York
|
$303K
|
–
|
–
|
–
|
|
|
322
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$301K
|
+$86.7K
|
+800
|
+42%
|
|
|
323
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$299K
|
–
|
–
|
–
|
|
|
324
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$298K
|
–
|
–
|
–
|
|
|
325
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$298K
|
–
|
–
|
–
|
|
