|
301
|
Sand Hill Global Advisors
Palo Alto,
California
|
$412K
|
–
|
–
|
–
|
|
|
302
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$407K
|
–
|
–
|
–
|
|
|
303
|
Oxford Financial Group
Carmel,
Indiana
|
$407K
|
–
|
–
|
–
|
|
|
304
|
First Foundation Advisors
Irvine,
California
|
$394K
|
-$993K
|
-7,606
|
-72%
|
|
|
305
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$392K
|
–
|
–
|
–
|
|
|
306
|
Fusion Family Wealth
Woodbury,
New York
|
$391K
|
–
|
–
|
–
|
|
|
307
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$391K
|
-$16.7K
|
-128
|
-4%
|
|
|
308
|
Arrowroot Family Office
Marina Del Rey,
California
|
$391K
|
–
|
–
|
–
|
|
|
309
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$383K
|
-$294K
|
-2,249
|
-44%
|
|
|
310
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$381K
|
-$2.09K
|
-16
|
-0.6%
|
|
|
311
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$378K
|
+$116K
|
+887
|
+47%
|
|
|
312
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$378K
|
+$20.5K
|
+157
|
+6%
|
|
|
313
|
WJ Wealth Management
Glendale,
Arizona
|
$377K
|
-$353K
|
-2,700
|
-50%
|
|
|
314
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$374K
|
–
|
–
|
–
|
|
|
315
|
Wealth Architects
Mountain View,
California
|
$371K
|
–
|
–
|
–
|
|
|
316
|
Klingman & Associates
New York
|
$365K
|
–
|
–
|
–
|
|
|
317
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$364K
|
-$4.83K
|
-37
|
-1%
|
|
|
318
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$363K
|
-$261
|
-2
|
-0.1%
|
|
|
319
|
Dunhill Financial
London,
United Kingdom
|
$360K
|
-$59.8K
|
-458
|
-15%
|
|
|
320
|
Concurrent Investment Advisors
Tampa,
Florida
|
$360K
|
+$30.7K
|
+235
|
+10%
|
|
|
321
|
Aufman Associates
Sewickley,
Pennsylvania
|
$351K
|
-$3.4K
|
-26
|
-1%
|
|
|
322
|
SWP Financial
San Diego,
California
|
$350K
|
-$3.4K
|
-26
|
-1%
|
|
|
323
|
High Probability Advisors
Pittsford,
New York
|
$348K
|
-$1.57K
|
-12
|
-0.5%
|
|
|
324
|
HCR Wealth Advisors
Los Angeles,
California
|
$348K
|
+$2.87K
|
+22
|
+0.9%
|
|
|
325
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$343K
|
-$52.9K
|
-405
|
-14%
|
|
