|
276
|
Excelsior Advisor Network
Denver,
Colorado
|
$702K
|
+$700K
|
+5,574
|
New
|
|
|
277
|
Fiduciary Trust
Boston,
Massachusetts
|
$697K
|
-$180K
|
-1,434
|
-21%
|
|
|
278
|
Center for Financial Planning
Southfied,
Michigan
|
$692K
|
–
|
–
|
–
|
|
|
279
|
Axxcess Wealth Management
Carlsbad,
California
|
$689K
|
-$64.6K
|
-514
|
-9%
|
|
|
280
|
Tranquility Partners
Brentwood,
Tennessee
|
$685K
|
-$1.51K
|
-12
|
-0.2%
|
|
|
281
|
Laurel Oak Wealth Management
Marlton,
New Jersey
|
$677K
|
+$675K
|
+5,374
|
New
|
|
|
282
|
Stephens Inc
Little Rock,
Arkansas
|
$676K
|
+$3.14K
|
+25
|
+0.5%
|
|
|
283
|
Wealthspire Advisors (New York)
New York
|
$670K
|
+$116K
|
+921
|
+21%
|
|
|
284
|
Cypress Wealth Services
Palm Desert,
California
|
$670K
|
+$4.14K
|
+33
|
+0.6%
|
|
|
285
|
Colony Family Offices
Charlotte,
North Carolina
|
$670K
|
–
|
–
|
–
|
|
|
286
|
VPR Management
Houston,
Texas
|
$667K
|
–
|
–
|
–
|
|
|
287
|
Cora Capital Advisors
Marlton,
New Jersey
|
$667K
|
-$22.6K
|
-180
|
-3%
|
|
|
288
|
Principle Wealth Partners
Madison,
Connecticut
|
$666K
|
–
|
–
|
–
|
|
|
289
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$660K
|
–
|
–
|
–
|
|
|
290
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$659K
|
–
|
–
|
–
|
|
|
291
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$657K
|
-$325K
|
-2,586
|
-33%
|
|
|
292
|
MontVue Capital Management
Lynchburg,
Virginia
|
$657K
|
–
|
–
|
–
|
|
|
293
|
RFG Advisory
Birmingham,
Alabama
|
$653K
|
+$651K
|
+5,182
|
New
|
|
|
294
|
Univest Financial
Souderton,
Pennsylvania
|
$649K
|
+$134K
|
+1,069
|
+26%
|
|
|
295
|
Jacobs Equity
Draper,
Utah
|
$647K
|
+$646K
|
+5,140
|
New
|
|
|
296
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$644K
|
-$377
|
-3
|
-0.1%
|
|
|
297
|
TMB Capital Partners
Little Rock,
Arkansas
|
$627K
|
+$626K
|
+4,981
|
New
|
|
|
298
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$626K
|
-$250K
|
-1,989
|
-29%
|
|
|
299
|
John A. Wolfe & Associates
Portage,
Michigan
|
$626K
|
+$624K
|
+4,969
|
New
|
|
|
300
|
Financial Engines Advisors
Santa Clara,
California
|
$622K
|
+$13.9K
|
+111
|
+2%
|
|
