|
301
|
Perennial Investment Advisors
Los Angeles,
California
|
$469K
|
+$467K
|
+25,154
|
New
|
|
|
302
|
SVB Wealth
Boston,
Massachusetts
|
$466K
|
+$464K
|
+25,000
|
New
|
|
|
303
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$459K
|
–
|
–
|
–
|
|
|
304
|
Merriman Wealth Management
Seattle,
Washington
|
$457K
|
+$18.9K
|
+1,017
|
+4%
|
|
|
305
|
Insight Wealth Strategies
San Ramon,
California
|
$456K
|
+$169K
|
+9,122
|
+60%
|
|
|
306
|
Prelude Capital Management
New York
|
$446K
|
+$299K
|
+16,100
|
+206%
|
|
|
307
|
Arete Wealth Advisors
Chicago,
Illinois
|
$444K
|
-$5.79K
|
-312
|
-1%
|
|
|
308
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$436K
|
-$891
|
-48
|
-0.2%
|
|
|
309
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$436K
|
+$434K
|
+23,387
|
New
|
|
|
310
|
Moors & Cabot
Boston,
Massachusetts
|
$427K
|
-$18.5K
|
-994
|
-4%
|
|
|
311
|
Summit X LLC
Chesterfield,
Missouri
|
$421K
|
+$2.88K
|
+155
|
+0.7%
|
|
|
312
|
Avantax Advisory Services
Dallas,
Texas
|
$417K
|
+$127K
|
+6,814
|
+44%
|
|
|
313
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$407K
|
-$66.4K
|
-3,575
|
-14%
|
|
|
314
|
Optimum Investment Advisors
Chicago,
Illinois
|
$406K
|
+$61.9K
|
+3,334
|
+18%
|
|
|
315
|
Whittier Trust
South Pasadena,
California
|
$404K
|
–
|
–
|
–
|
|
|
316
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$404K
|
+$402K
|
+21,644
|
New
|
|
|
317
|
Crow Point Partners
Boston,
Massachusetts
|
$399K
|
+$400K
|
+21,520
|
New
|
|
|
318
|
Parcion Private Wealth
Bellevue,
Washington
|
$391K
|
+$390K
|
+20,982
|
New
|
|
|
319
|
Bard Associates
Chicago,
Illinois
|
$385K
|
-$6.5K
|
-350
|
-2%
|
|
|
320
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$384K
|
-$82.4K
|
-4,436
|
-18%
|
|
|
321
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$381K
|
+$380K
|
+20,447
|
New
|
|
|
322
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$373K
|
–
|
–
|
–
|
|
|
323
|
Private Trust Company
Cleveland,
Ohio
|
$373K
|
–
|
–
|
–
|
|
|
324
|
Selective Wealth Management
Forest,
Virginia
|
$369K
|
-$9.52K
|
-513
|
-3%
|
|
|
325
|
RhumbLine Advisers
Boston,
Massachusetts
|
$364K
|
+$724
|
+39
|
+0.2%
|
|
