|
201
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$387K
|
+$296
|
+5
|
+0.1%
|
|
|
202
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$387K
|
+$17K
|
+288
|
+5%
|
|
|
203
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$384K
|
+$1.12K
|
+19
|
+0.3%
|
|
|
204
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$384K
|
–
|
–
|
–
|
|
|
205
|
Linscomb Wealth
Houston,
Texas
|
$383K
|
-$41.3K
|
-699
|
-10%
|
|
|
206
|
Foster Group
West Des Moines,
Iowa
|
$378K
|
+$2.48K
|
+42
|
+0.7%
|
|
|
207
|
EP Wealth Advisors
Torrance,
California
|
$378K
|
–
|
–
|
–
|
|
|
208
|
RS Crum Inc
Newport Beach,
California
|
$373K
|
–
|
–
|
–
|
|
|
209
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$372K
|
–
|
–
|
–
|
|
|
210
|
Passive Capital Management
Baltimore,
Maryland
|
$372K
|
–
|
–
|
–
|
|
|
211
|
D.A. Davidson & Co
Great Falls,
Montana
|
$370K
|
-$52.4K
|
-887
|
-12%
|
|
|
212
|
Tortoise Investment Management
White Plains,
New York
|
$366K
|
+$31K
|
+525
|
+9%
|
|
|
213
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$365K
|
+$114K
|
+1,926
|
+45%
|
|
|
214
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$365K
|
+$2.37K
|
+40
|
+0.7%
|
|
|
215
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$360K
|
+$40.1K
|
+678
|
+13%
|
|
|
216
|
Ferguson Shapiro
Decatur,
Georgia
|
$351K
|
-$9.28K
|
-157
|
-3%
|
|
|
217
|
Copperleaf Capital
Raleigh,
North Carolina
|
$340K
|
–
|
–
|
–
|
|
|
218
|
HUB Investment Partners
Austin,
Texas
|
$334K
|
+$335K
|
+5,662
|
New
|
|
|
219
|
Sterling Group Wealth Management
Pasadena,
California
|
$333K
|
-$46.5K
|
-787
|
-12%
|
|
|
220
|
KilterHowling LLC
Boulder,
Colorado
|
$329K
|
-$19.7K
|
-333
|
-6%
|
|
|
221
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$327K
|
+$118
|
+2
|
+0%
|
|
|
222
|
Lindbrook Capital
Calabasas,
California
|
$323K
|
–
|
–
|
–
|
|
|
223
|
Farther Finance Advisors
San Francisco,
California
|
$320K
|
–
|
–
|
–
|
|
|
224
|
Advisornet Financial
Minnetonka,
Minnesota
|
$314K
|
+$29.7K
|
+503
|
+10%
|
|
|
225
|
Kestra Private Wealth Services
Austin,
Texas
|
$314K
|
+$73.4K
|
+1,242
|
+30%
|
|
