|
301
|
Garrison Point Advisors
Walnut Creek,
California
|
$447K
|
–
|
–
|
–
|
|
|
302
|
One Day In July LLC
Burlington,
Vermont
|
$445K
|
–
|
–
|
–
|
|
|
303
|
Foresight Wealth Management
Draper,
Utah
|
$444K
|
-$147K
|
-1,326
|
-25%
|
|
|
304
|
Plancorp LLC
Saint Louis,
Missouri
|
$443K
|
+$158K
|
+1,421
|
+57%
|
|
|
305
|
|
$439K
|
+$432K
|
+3,888
|
New
|
|
|
306
|
Prudential plc
London, England,
United Kingdom
|
$429K
|
-$122K
|
-1,100
|
-22%
|
|
|
307
|
Calamos Wealth Management
Naperville,
Illinois
|
$427K
|
+$420K
|
+3,780
|
New
|
|
|
308
|
|
$423K
|
–
|
–
|
–
|
|
|
309
|
Partnervest Advisory Services
Santa Barbara,
California
|
$419K
|
+$412K
|
+3,710
|
New
|
|
|
310
|
Ruggie Capital Group
Tavares,
Florida
|
$419K
|
+$412K
|
+3,710
|
New
|
|
|
311
|
Truist Financial
Charlotte,
North Carolina
|
$418K
|
-$7K
|
-63
|
-2%
|
|
|
312
|
Regions Financial Corp
Birmingham,
Alabama
|
$412K
|
-$15.6K
|
-140
|
-4%
|
|
|
313
|
Trivium Point Advisory
Westport,
Connecticut
|
$409K
|
-$33.2K
|
-299
|
-7%
|
|
|
314
|
Cresset Asset Management
Chicago,
Illinois
|
$406K
|
+$153K
|
+1,381
|
+62%
|
|
|
315
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
316
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$400K
|
–
|
–
|
–
|
|
|
317
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$393K
|
-$16.1K
|
-145
|
-4%
|
|
|
318
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$392K
|
-$5K
|
-45
|
-1%
|
|
|
319
|
Centaurus Financial
Anaheim,
California
|
$391K
|
-$32.2K
|
-290
|
-8%
|
|
|
320
|
Wambolt & Associates
Littleton,
Colorado
|
$387K
|
-$62.8K
|
-565
|
-14%
|
|
|
321
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$386K
|
–
|
–
|
–
|
|
|
322
|
NorthRock Partners
Minneapolis,
Minnesota
|
$383K
|
+$31.1K
|
+280
|
+9%
|
|
|
323
|
WP Advisors
San Francisco,
California
|
$376K
|
+$27.5K
|
+248
|
+8%
|
|
|
324
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$375K
|
+$2.89K
|
+26
|
+0.8%
|
|
|
325
|
Opes Wealth Management
Menlo Park,
California
|
$374K
|
-$18.2K
|
-164
|
-5%
|
|
