|
301
|
Garrison Point Advisors
Walnut Creek,
California
|
$440K
|
–
|
–
|
–
|
|
|
302
|
One Day In July LLC
Burlington,
Vermont
|
$438K
|
+$431K
|
+3,937
|
New
|
|
|
303
|
TrinityPoint Wealth
Milford,
Connecticut
|
$429K
|
-$1.21M
|
-11,078
|
-75%
|
|
|
304
|
Regions Financial Corp
Birmingham,
Alabama
|
$421K
|
+$11.2K
|
+102
|
+3%
|
|
|
305
|
Truist Financial
Charlotte,
North Carolina
|
$419K
|
+$8.43K
|
+77
|
+2%
|
|
|
306
|
Centaurus Financial
Anaheim,
California
|
$418K
|
+$9.31K
|
+85
|
+2%
|
|
|
307
|
|
$417K
|
+$43.7K
|
+399
|
+12%
|
|
|
308
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$413K
|
-$1.09K
|
-10
|
-0.3%
|
|
|
309
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$408K
|
+$397K
|
+3,624
|
New
|
|
|
310
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$406K
|
+$393K
|
+3,592
|
+7,184%
|
|
|
311
|
Comerica Bank
Dallas,
Texas
|
$402K
|
-$243K
|
-2,217
|
-38%
|
|
|
312
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$400K
|
-$6.46K
|
-59
|
-2%
|
|
|
313
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$397K
|
–
|
–
|
–
|
|
|
314
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$394K
|
–
|
–
|
–
|
|
|
315
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$391K
|
+$29K
|
+265
|
+8%
|
|
|
316
|
Opes Wealth Management
Menlo Park,
California
|
$386K
|
–
|
–
|
–
|
|
|
317
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$382K
|
-$1.42K
|
-13
|
-0.4%
|
|
|
318
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$381K
|
–
|
–
|
–
|
|
|
319
|
Intelligence Driven Advisers
Carlsbad,
California
|
$379K
|
-$142K
|
-1,293
|
-28%
|
|
|
320
|
Brown Advisory
Baltimore,
Maryland
|
$378K
|
-$15K
|
-137
|
-4%
|
|
|
321
|
Sonata Capital Group
Seattle,
Washington
|
$367K
|
–
|
–
|
–
|
|
|
322
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$367K
|
+$105K
|
+960
|
+41%
|
|
|
323
|
M&T Bank
Buffalo,
New York
|
$363K
|
-$19.3K
|
-176
|
-5%
|
|
|
324
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$360K
|
-$165K
|
-1,511
|
-32%
|
|
|
325
|
Alexandria Capital
Arlington,
Virginia
|
$349K
|
-$4.6K
|
-42
|
-1%
|
|
