|
301
|
Disciplined Investments
Tulsa,
Oklahoma
|
$392K
|
–
|
–
|
–
|
|
|
302
|
BSW Wealth Partners
Boulder,
Colorado
|
$391K
|
–
|
–
|
–
|
|
|
303
|
Bison Wealth
Atlanta,
Georgia
|
$384K
|
-$17.6K
|
-165
|
-4%
|
|
|
304
|
Segment Wealth Management
Houston,
Texas
|
$381K
|
–
|
–
|
–
|
|
|
305
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$380K
|
–
|
–
|
–
|
|
|
306
|
Sittner & Nelson
Eugene,
Oregon
|
$379K
|
–
|
–
|
–
|
|
|
307
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$377K
|
-$16K
|
-150
|
-4%
|
|
|
308
|
Cadence Bank
Tupelo,
Mississippi
|
$376K
|
–
|
–
|
–
|
|
|
309
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$376K
|
–
|
–
|
–
|
|
|
310
|
Scotia Capital
Toronto,
Ontario, Canada
|
$365K
|
+$23.4K
|
+220
|
+7%
|
|
|
311
|
SVB Wealth
Boston,
Massachusetts
|
$365K
|
+$70K
|
+658
|
+22%
|
|
|
312
|
NFP Retirement Inc
Aliso Viejo,
California
|
$359K
|
-$31.4K
|
-295
|
-8%
|
|
|
313
|
Blume Capital Management
Berkeley,
California
|
$358K
|
–
|
–
|
–
|
|
|
314
|
Brown Advisory
Baltimore,
Maryland
|
$356K
|
+$113K
|
+1,066
|
+44%
|
|
|
315
|
Comerica Bank
Dallas,
Texas
|
$352K
|
-$813K
|
-7,640
|
-73%
|
|
|
316
|
US Bancorp
Minneapolis,
Minnesota
|
$348K
|
+$252K
|
+2,366
|
+224%
|
|
|
317
|
Chatham Capital Group
Savannah,
Georgia
|
$345K
|
-$106
|
-1
|
-0%
|
|
|
318
|
Garde Capital
Seattle,
Washington
|
$344K
|
–
|
–
|
–
|
|
|
319
|
SteelPeak Wealth
Woodland Hills,
California
|
$342K
|
–
|
–
|
–
|
|
|
320
|
Mutual Advisors
Omaha,
Nebraska
|
$339K
|
+$355K
|
+3,334
|
New
|
|
|
321
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$339K
|
–
|
–
|
–
|
|
|
322
|
Merit Financial Group
Alpharetta,
Georgia
|
$337K
|
+$353K
|
+3,319
|
New
|
|
|
323
|
|
$336K
|
–
|
–
|
–
|
|
|
324
|
Manchester Capital Management
Manchester,
Vermont
|
$335K
|
–
|
–
|
–
|
|
|
325
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$335K
|
+$351K
|
+3,300
|
New
|
|
