|
301
|
Seven Post Investment Office
San Francisco,
California
|
$734K
|
–
|
–
|
–
|
|
|
302
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$724K
|
-$20.9K
|
-217
|
-3%
|
|
|
303
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$718K
|
+$736K
|
+7,657
|
New
|
|
|
304
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$717K
|
+$36.7K
|
+382
|
+5%
|
|
|
305
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$704K
|
-$10.1K
|
-105
|
-1%
|
|
|
306
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$704K
|
-$55.2K
|
-574
|
-7%
|
|
|
307
|
Cresset Asset Management
Chicago,
Illinois
|
$699K
|
-$20.8M
|
-216,061
|
-97%
|
|
|
308
|
|
$698K
|
–
|
–
|
–
|
|
|
309
|
Bank of New York Mellon
New York
|
$698K
|
+$10.5K
|
+109
|
+1%
|
|
|
310
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$693K
|
-$34.9K
|
-363
|
-5%
|
|
|
311
|
Strategic Blueprint
Atlanta,
Georgia
|
$691K
|
-$3.08K
|
-32
|
-0.4%
|
|
|
312
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$689K
|
-$951K
|
-9,892
|
-57%
|
|
|
313
|
Transcend Capital Advisors
Madison,
New Jersey
|
$675K
|
-$103K
|
-1,073
|
-13%
|
|
|
314
|
Flaharty Asset Management
Clearwater,
Florida
|
$666K
|
-$412K
|
-4,282
|
-38%
|
|
|
315
|
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
|
$653K
|
-$10.9K
|
-113
|
-2%
|
|
|
316
|
Capital Planning
Bellevue,
Washington
|
$652K
|
–
|
–
|
–
|
|
|
317
|
Blue Trust Inc
Alpharetta,
Georgia
|
$646K
|
-$85.7K
|
-891
|
-11%
|
|
|
318
|
Integrity Wealth Solutions
Denver,
Colorado
|
$631K
|
-$68.5K
|
-713
|
-10%
|
|
|
319
|
Parallel Advisors
San Francisco,
California
|
$627K
|
-$7.59K
|
-79
|
-1%
|
|
|
320
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$621K
|
–
|
–
|
–
|
|
|
321
|
US Bancorp
Minneapolis,
Minnesota
|
$617K
|
-$133K
|
-1,386
|
-17%
|
|
|
322
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$609K
|
+$1.73K
|
+18
|
+0.3%
|
|
|
323
|
Waverly Advisors
Birmingham,
Alabama
|
$608K
|
+$99.2K
|
+1,032
|
+19%
|
|
|
324
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$606K
|
+$68.4K
|
+712
|
+12%
|
|
|
325
|
Perennial Investment Advisors
Los Angeles,
California
|
$601K
|
+$616K
|
+6,408
|
New
|
|
