|
501
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$347K
|
+$336K
|
+3,748
|
New
|
|
|
502
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$341K
|
-$318K
|
-3,545
|
-49%
|
|
|
503
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$340K
|
+$15.1K
|
+168
|
+5%
|
|
|
504
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$336K
|
+$82.2K
|
+917
|
+34%
|
|
|
505
|
Commerce Bank
Kansas City,
Missouri
|
$333K
|
–
|
–
|
–
|
|
|
506
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$333K
|
+$90
|
+1
|
+0%
|
|
|
507
|
J. Safra Asset Management
New York
|
$331K
|
–
|
–
|
–
|
|
|
508
|
Park Avenue Securities
New York
|
$331K
|
+$320K
|
+3,572
|
New
|
|
|
509
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$329K
|
+$318K
|
+3,548
|
New
|
|
|
510
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$325K
|
+$4.57K
|
+51
|
+1%
|
|
|
511
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$324K
|
+$313K
|
+3,491
|
New
|
|
|
512
|
Castleview Partners
Dallas,
Texas
|
$323K
|
+$138K
|
+1,538
|
+79%
|
|
|
513
|
Doliver Advisors
Houston,
Texas
|
$321K
|
+$98.6K
|
+1,100
|
+47%
|
|
|
514
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$320K
|
-$31.6K
|
-353
|
-9%
|
|
|
515
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$313K
|
-$27.3K
|
-305
|
-8%
|
|
|
516
|
Breakwater Capital Group
Paramus,
New Jersey
|
$309K
|
+$101K
|
+1,123
|
+51%
|
|
|
517
|
Concurrent Investment Advisors
Tampa,
Florida
|
$307K
|
+$67.2K
|
+749
|
+29%
|
|
|
518
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$306K
|
+$11.8K
|
+132
|
+4%
|
|
|
519
|
Financial Counselors Inc
Overland Park,
Kansas
|
$306K
|
+$22.4K
|
+250
|
+8%
|
|
|
520
|
Whalerock Point Partners
Providence,
Rhode Island
|
$305K
|
–
|
–
|
–
|
|
|
521
|
Leo Wealth LLC
Hurst,
Texas
|
$304K
|
+$62.9K
|
+702
|
+27%
|
|
|
522
|
Powell Investment Advisors
Miami,
Florida
|
$303K
|
–
|
–
|
–
|
|
|
523
|
Perigon Wealth Management
San Francisco,
California
|
$301K
|
+$94.7K
|
+1,056
|
+48%
|
|
|
524
|
Embree Financial Group
Chicago,
Illinois
|
$297K
|
+$287K
|
+3,199
|
New
|
|
|
525
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$290K
|
+$280K
|
+3,127
|
New
|
|
