|
301
|
Cerity Partners OCIO
New York
|
$436K
|
+$12.2K
|
+109
|
+3%
|
|
|
302
|
M Holdings Securities
Portland,
Oregon
|
$427K
|
-$134K
|
-1,200
|
-22%
|
|
|
303
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$424K
|
-$16.6K
|
-148
|
-3%
|
|
|
304
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$412K
|
+$463K
|
+4,137
|
New
|
|
|
305
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$410K
|
+$71.7K
|
+641
|
+18%
|
|
|
306
|
PDS Planning
Dublin,
Ohio
|
$409K
|
+$336
|
+3
|
+0.1%
|
|
|
307
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$407K
|
–
|
–
|
–
|
|
|
308
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$406K
|
-$5.71K
|
-51
|
-1%
|
|
|
309
|
Wealthspire Advisors (New York)
New York
|
$400K
|
+$450K
|
+4,021
|
New
|
|
|
310
|
IFG Advisory
Atlanta,
Georgia
|
$394K
|
-$29.1K
|
-260
|
-6%
|
|
|
311
|
Bailard
Foster City,
California
|
$394K
|
-$3.02K
|
-27
|
-0.7%
|
|
|
312
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$394K
|
–
|
–
|
–
|
|
|
313
|
Bison Wealth
Atlanta,
Georgia
|
$393K
|
-$5.15K
|
-46
|
-1%
|
|
|
314
|
Mission Wealth Management
Santa Barbara,
California
|
$392K
|
-$22.9K
|
-205
|
-5%
|
|
|
315
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$388K
|
+$437K
|
+3,902
|
New
|
|
|
316
|
Sandy Spring Bank
Olney,
Maryland
|
$387K
|
+$3.69K
|
+33
|
+0.9%
|
|
|
317
|
Disciplined Investments
Tulsa,
Oklahoma
|
$384K
|
+$4.25K
|
+38
|
+1%
|
|
|
318
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$384K
|
+$432K
|
+3,865
|
New
|
|
|
319
|
BSW Wealth Partners
Boulder,
Colorado
|
$383K
|
–
|
–
|
–
|
|
|
320
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$383K
|
–
|
–
|
–
|
|
|
321
|
NFP Retirement Inc
Aliso Viejo,
California
|
$380K
|
-$5.71K
|
-51
|
-1%
|
|
|
322
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$377K
|
-$129K
|
-1,156
|
-23%
|
|
|
323
|
CPWM LLC
Seattle,
Washington
|
$376K
|
+$422K
|
+3,776
|
New
|
|
|
324
|
Segment Wealth Management
Houston,
Texas
|
$373K
|
–
|
–
|
–
|
|
|
325
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$372K
|
–
|
–
|
–
|
|
