|
301
|
|
$548K
|
-$10.5M
|
-94,201
|
-95%
|
|
|
302
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$543K
|
+$63.6K
|
+573
|
+13%
|
|
|
303
|
Asset Dedication LLC
San Francisco,
California
|
$541K
|
+$4.44K
|
+40
|
+0.8%
|
|
|
304
|
CVA Family Office
Denver,
Colorado
|
$526K
|
-$33.3K
|
-300
|
-6%
|
|
|
305
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$513K
|
–
|
–
|
–
|
|
|
306
|
Gries Financial
Cleveland,
Ohio
|
$506K
|
–
|
–
|
–
|
|
|
307
|
Central Trust Company
Jefferson City,
Missouri
|
$498K
|
+$59.6K
|
+537
|
+13%
|
|
|
308
|
Eagle Strategies
New York
|
$489K
|
-$49K
|
-441
|
-9%
|
|
|
309
|
|
$487K
|
-$10.2K
|
-92
|
-2%
|
|
|
310
|
Private Trust Company
Cleveland,
Ohio
|
$482K
|
-$4.88K
|
-44
|
-1%
|
|
|
311
|
Northwest Wealth Management
Spencer,
Iowa
|
$481K
|
-$7.22K
|
-65
|
-1%
|
|
|
312
|
MAS Advisors
Miami,
Florida
|
$471K
|
–
|
–
|
–
|
|
|
313
|
GW & Wade
Wellesley,
Massachusetts
|
$464K
|
-$10.9K
|
-98
|
-2%
|
|
|
314
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$463K
|
+$111K
|
+997
|
+30%
|
|
|
315
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$463K
|
+$111K
|
+997
|
+30%
|
|
|
316
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$463K
|
+$3.44K
|
+31
|
+0.7%
|
|
|
317
|
Colony Group
Boston,
Massachusetts
|
$457K
|
–
|
–
|
–
|
|
|
318
|
Brighton Jones LLC
Seattle,
Washington
|
$455K
|
-$29.6K
|
-267
|
-6%
|
|
|
319
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$454K
|
+$263K
|
+2,367
|
+124%
|
|
|
320
|
Atria Wealth Solutions
New York
|
$451K
|
+$57.1K
|
+514
|
+14%
|
|
|
321
|
Breakwater Capital Group
Paramus,
New Jersey
|
$450K
|
-$60.1K
|
-541
|
-11%
|
|
|
322
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$449K
|
+$26.5K
|
+239
|
+6%
|
|
|
323
|
Allworth Financial
Folsom,
California
|
$448K
|
-$144K
|
-1,297
|
-24%
|
|
|
324
|
Appleton Partners
Boston,
Massachusetts
|
$440K
|
+$460K
|
+4,141
|
New
|
|
|
325
|
Summit Financial
Parsippany,
New Jersey
|
$440K
|
+$777
|
+7
|
+0.2%
|
|
