|
251
|
Clark Asset Management
Stratham,
New Hampshire
|
$342K
|
–
|
–
|
–
|
|
|
252
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$336K
|
-$116K
|
-1,724
|
-26%
|
|
|
253
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$334K
|
-$150K
|
-2,226
|
-32%
|
|
|
254
|
SteelPeak Wealth
Woodland Hills,
California
|
$333K
|
+$323K
|
+4,803
|
New
|
|
|
255
|
One Day In July LLC
Burlington,
Vermont
|
$333K
|
-$267K
|
-3,977
|
-45%
|
|
|
256
|
OneAscent Financial Services
Birmingham,
Alabama
|
$332K
|
+$322K
|
+4,793
|
New
|
|
|
257
|
Zhang Financial
Portage,
Michigan
|
$331K
|
+$95.5K
|
+1,422
|
+42%
|
|
|
258
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$326K
|
+$672
|
+10
|
+0.2%
|
|
|
259
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$322K
|
-$10.2K
|
-152
|
-3%
|
|
|
260
|
Level Financial Advisors
East Amherst,
New York
|
$320K
|
–
|
–
|
–
|
|
|
261
|
Fairview Capital Investment Management
Greenbrae,
California
|
$316K
|
–
|
–
|
–
|
|
|
262
|
Equitable Trust
Nashville,
Tennessee
|
$313K
|
–
|
–
|
–
|
|
|
263
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$311K
|
-$134K
|
-1,999
|
-31%
|
|
|
264
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$307K
|
-$7.19K
|
-107
|
-2%
|
|
|
265
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$307K
|
+$134
|
+2
|
+0%
|
|
|
266
|
Valeo Financial Advisors
Carmel,
Indiana
|
$305K
|
+$6.65K
|
+99
|
+2%
|
|
|
267
|
Fiduciary Financial Group
San Rafael,
California
|
$304K
|
-$537
|
-8
|
-0.2%
|
|
|
268
|
Equitable Holdings
New York
|
$303K
|
+$134
|
+2
|
+0%
|
|
|
269
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$303K
|
-$51.7K
|
-770
|
-15%
|
|
|
270
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$298K
|
–
|
–
|
–
|
|
|
271
|
Martel Wealth Advisors
Vancouver,
Washington
|
$292K
|
-$9.27K
|
-138
|
-3%
|
|
|
272
|
Affinity Capital Advisors
Berkeley,
California
|
$292K
|
-$12.4K
|
-184
|
-4%
|
|
|
273
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$289K
|
-$239K
|
-3,557
|
-46%
|
|
|
274
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$289K
|
-$198K
|
-2,950
|
-41%
|
|
|
275
|
Gordian Advisors
Tucson,
Arizona
|
$289K
|
+$67
|
+1
|
+0%
|
|
