|
276
|
Wealth Architects
Mountain View,
California
|
$17.9M
|
-$473K
|
-1,650
|
-3%
|
|
|
277
|
Clarity Wealth Advisors
San Jose,
California
|
$17.8M
|
+$1.02M
|
+3,576
|
+6%
|
|
|
278
|
TD Private Client Wealth
New York
|
$17.7M
|
+$600K
|
+2,094
|
+4%
|
|
|
279
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$17.7M
|
-$14.8M
|
-51,706
|
-47%
|
|
|
280
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$17.6M
|
+$170K
|
+594
|
+1%
|
|
|
281
|
Plum Street Advisors
New Orleans,
Louisiana
|
$17.4M
|
-$624K
|
-2,179
|
-4%
|
|
|
282
|
GoalFusion Wealth Management
Austin,
Texas
|
$17.4M
|
+$213K
|
+744
|
+1%
|
|
|
283
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$17.4M
|
+$14.5M
|
+50,607
|
+750%
|
|
|
284
|
Savvy Advisors Inc
New York
|
$17.4M
|
+$268K
|
+935
|
+2%
|
|
|
285
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$17.2M
|
+$13.5K
|
+47
|
+0.1%
|
|
|
286
|
ETF Portfolio Partners
Leawood,
Kansas
|
$17.2M
|
-$102K
|
-355
|
-0.6%
|
|
|
287
|
Copper Harbor Investment Advisors
Appleton,
Wisconsin
|
$17M
|
+$16.1M
|
+56,130
|
New
|
|
|
288
|
|
$17M
|
-$8.69M
|
-30,318
|
-35%
|
|
|
289
|
Ascent Wealth Partners
New Hartford,
New York
|
$17M
|
+$838K
|
+2,925
|
+6%
|
|
|
290
|
Trust Company of the South
Greensboro,
North Carolina
|
$17M
|
+$120K
|
+418
|
+0.8%
|
|
|
291
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$16.9M
|
+$1.31M
|
+4,555
|
+9%
|
|
|
292
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$16.8M
|
-$55.6K
|
-194
|
-0.3%
|
|
|
293
|
White Wing Wealth Management
The Wodlands,
Texas
|
$16.7M
|
-$88.8K
|
-310
|
-0.6%
|
|
|
294
|
Oppenheimer & Co
New York
|
$16.5M
|
+$494K
|
+1,723
|
+3%
|
|
|
295
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$16.5M
|
-$139K
|
-486
|
-0.9%
|
|
|
296
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$16.3M
|
-$1.04M
|
-3,632
|
-6%
|
|
|
297
|
Diversify Wealth Management
Sandy,
Utah
|
$16.3M
|
+$465K
|
+1,624
|
+3%
|
|
|
298
|
Diversify Advisory Services
Sandy,
Utah
|
$16.3M
|
+$15.7M
|
+54,872
|
New
|
|
|
299
|
Frisco Financial Planning
Frisco,
Texas
|
$16.2M
|
-$310K
|
-1,083
|
-2%
|
|
|
300
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$16.2M
|
-$47K
|
-164
|
-0.3%
|
|
