|
326
|
Pathstone Family Office
Englewood,
New Jersey
|
$751K
|
+$2.1K
|
+20
|
+0.3%
|
|
|
327
|
Cable Hill Partners
Portland,
Oregon
|
$736K
|
-$29.9K
|
-285
|
-4%
|
|
|
328
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$735K
|
+$4.19K
|
+40
|
+0.6%
|
|
|
329
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$715K
|
+$36.2K
|
+345
|
+5%
|
|
|
330
|
Vanguard Group
Malvern,
Pennsylvania
|
$714K
|
-$218K
|
-2,083
|
-23%
|
|
|
331
|
BSW Wealth Partners
Boulder,
Colorado
|
$708K
|
-$6.39K
|
-61
|
-0.9%
|
|
|
332
|
Belpointe Asset Management
Reno,
Nevada
|
$698K
|
+$58.5K
|
+558
|
+9%
|
|
|
333
|
Cerity Partners OCIO
New York
|
$691K
|
+$105K
|
+1,001
|
+17%
|
|
|
334
|
|
$686K
|
+$130K
|
+1,239
|
+23%
|
|
|
335
|
CreativeOne Wealth
Overland Park,
Kansas
|
$681K
|
+$54.9K
|
+524
|
+8%
|
|
|
336
|
One Capital Management
Westlake Village,
California
|
$680K
|
+$105
|
+1
|
+0%
|
|
|
337
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$678K
|
+$10.6K
|
+101
|
+2%
|
|
|
338
|
FC Advisory
West Chester,
Pennsylvania
|
$676K
|
+$6.39K
|
+61
|
+0.9%
|
|
|
339
|
The Family Firm
Bethesda,
Maryland
|
$666K
|
+$6.29K
|
+60
|
+1%
|
|
|
340
|
Northwest Wealth Management
Spencer,
Iowa
|
$666K
|
+$46.5K
|
+444
|
+7%
|
|
|
341
|
Evergreen Capital Management
Bellevue,
Washington
|
$665K
|
+$2.31K
|
+22
|
+0.3%
|
|
|
342
|
Smith, Moore & Co
Clayton,
Missouri
|
$665K
|
+$7.97K
|
+76
|
+1%
|
|
|
343
|
Avantax Planning Partners
Dubuque,
Iowa
|
$661K
|
–
|
–
|
–
|
|
|
344
|
Bay Colony Advisors
Concord,
Massachusetts
|
$660K
|
-$6.71K
|
-64
|
-1%
|
|
|
345
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$657K
|
-$105
|
-1
|
-0%
|
|
|
346
|
Client 1st Advisory Group
Dunedin,
Florida
|
$654K
|
-$46.4K
|
-443
|
-6%
|
|
|
347
|
Autus Asset Management
Scottsdale,
Arizona
|
$649K
|
-$92K
|
-878
|
-12%
|
|
|
348
|
Disciplina Capital Management
Nashville,
Tennessee
|
$648K
|
–
|
–
|
–
|
|
|
349
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$646K
|
-$21K
|
-200
|
-3%
|
|
|
350
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$644K
|
+$93.8K
|
+895
|
+16%
|
|
