|
301
|
One Day In July LLC
Burlington,
Vermont
|
$1.63M
|
+$453K
|
+1,727
|
+39%
|
|
|
302
|
Stephens Inc
Little Rock,
Arkansas
|
$1.61M
|
-$21.8K
|
-83
|
-1%
|
|
|
303
|
|
$1.6M
|
+$1.58M
|
+6,037
|
New
|
|
|
304
|
Hershey Financial Advisers
Lancaster,
Pennsylvania
|
$1.6M
|
+$1.58M
|
+6,025
|
New
|
|
|
305
|
Sachetta
Lynnfield,
Massachusetts
|
$1.6M
|
+$395K
|
+1,507
|
+35%
|
|
|
306
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.58M
|
-$45.1K
|
-172
|
-3%
|
|
|
307
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.58M
|
–
|
–
|
–
|
|
|
308
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.57M
|
+$892K
|
+3,402
|
+135%
|
|
|
309
|
Live Oak Investment Partners
Austin,
Texas
|
$1.56M
|
–
|
–
|
–
|
|
|
310
|
Financial Advisory Partners
Winter Park,
Florida
|
$1.55M
|
–
|
–
|
–
|
|
|
311
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.54M
|
-$7.87K
|
-30
|
-0.5%
|
|
|
312
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$1.53M
|
-$524
|
-2
|
-0%
|
|
|
313
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.53M
|
+$59.8K
|
+228
|
+4%
|
|
|
314
|
Howard Wealth Management
Madison,
Connecticut
|
$1.52M
|
+$133K
|
+509
|
+10%
|
|
|
315
|
Brighton Jones LLC
Seattle,
Washington
|
$1.5M
|
-$262
|
-1
|
-0%
|
|
|
316
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.49M
|
+$154K
|
+588
|
+12%
|
|
|
317
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$1.48M
|
-$178K
|
-680
|
-11%
|
|
|
318
|
Asset Dedication LLC
San Francisco,
California
|
$1.46M
|
-$51.9K
|
-198
|
-3%
|
|
|
319
|
Meridian Wealth Advisors
Austin,
Texas
|
$1.46M
|
+$65.5K
|
+250
|
+5%
|
|
|
320
|
Mather Group
Chicago,
Illinois
|
$1.45M
|
+$784K
|
+2,989
|
+126%
|
|
|
321
|
Charles Schwab
San Francisco,
California
|
$1.45M
|
-$392K
|
-1,496
|
-22%
|
|
|
322
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.44M
|
–
|
–
|
–
|
|
|
323
|
WNY Asset Management
Williamsville,
New York
|
$1.44M
|
-$97.5K
|
-372
|
-6%
|
|
|
324
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.42M
|
+$34.6K
|
+132
|
+3%
|
|
|
325
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.42M
|
–
|
–
|
–
|
|
