|
301
|
American Portfolios Advisors
Holbrook,
New York
|
$4.45M
|
+$892K
|
+10,203
|
+25%
|
|
|
302
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$4.45M
|
+$4.4M
|
+50,315
|
New
|
|
|
303
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$4.34M
|
–
|
–
|
–
|
|
|
304
|
Soltis Investment Advisors
St. George,
Utah
|
$4.33M
|
-$890K
|
-10,181
|
-17%
|
|
|
305
|
|
$4.24M
|
–
|
–
|
–
|
|
|
306
|
Executive Wealth Group
Kirkland,
Washington
|
$4.2M
|
-$145K
|
-1,659
|
-3%
|
|
|
307
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.17M
|
+$415K
|
+4,747
|
+11%
|
|
|
308
|
Rockefeller Capital Management
New York
|
$4.16M
|
+$204K
|
+2,335
|
+5%
|
|
|
309
|
Cahill Financial Advisors
Edina,
Minnesota
|
$3.99M
|
+$3.95M
|
+45,159
|
New
|
|
|
310
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3.98M
|
-$25.3K
|
-289
|
-0.6%
|
|
|
311
|
D.J. St. Germain
Springfield,
Massachusetts
|
$3.9M
|
-$72.5K
|
-829
|
-2%
|
|
|
312
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$3.69M
|
+$287K
|
+3,282
|
+9%
|
|
|
313
|
WBH Advisory
Baltimore,
Maryland
|
$3.65M
|
+$467K
|
+5,339
|
+15%
|
|
|
314
|
JMG Financial Group
Downers Grove,
Illinois
|
$3.63M
|
+$208K
|
+2,379
|
+6%
|
|
|
315
|
Tiedemann Advisors
New York
|
$3.63M
|
+$677K
|
+7,749
|
+23%
|
|
|
316
|
International Assets Investment Management
Orlando,
Florida
|
$3.61M
|
+$1.36M
|
+15,556
|
+61%
|
|
|
317
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$3.54M
|
+$2.16M
|
+24,671
|
+165%
|
|
|
318
|
Argent Trust Co
Nashville,
Tennessee
|
$3.53M
|
+$65.6K
|
+750
|
+2%
|
|
|
319
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$3.53M
|
-$2.45K
|
-28
|
-0.1%
|
|
|
320
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$3.46M
|
+$880K
|
+10,068
|
+35%
|
|
|
321
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$3.46M
|
-$222K
|
-2,536
|
-6%
|
|
|
322
|
|
$3.44M
|
-$323K
|
-3,700
|
-9%
|
|
|
323
|
Foster & Motley
Cincinnati,
Ohio
|
$3.42M
|
+$434K
|
+4,965
|
+15%
|
|
|
324
|
HBW Advisory Services
Simi Valley,
California
|
$3.42M
|
+$513K
|
+5,868
|
+18%
|
|
|
325
|
Wealthsimple US
Brooklyn,
New York
|
$3.4M
|
+$897K
|
+10,266
|
+36%
|
|
