|
351
|
Coe Capital Management
Highland Park,
Illinois
|
$1.38M
|
-$98.6K
|
-1,235
|
-7%
|
|
|
352
|
Wedbush Securities
Los Angeles,
California
|
$1.38M
|
+$17.7K
|
+222
|
+1%
|
|
|
353
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.37M
|
–
|
–
|
–
|
|
|
354
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$1.36M
|
+$446K
|
+5,581
|
+50%
|
|
|
355
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.36M
|
+$19.5K
|
+244
|
+1%
|
|
|
356
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.35M
|
+$203K
|
+2,540
|
+18%
|
|
|
357
|
DeDora Capital
Napa,
California
|
$1.35M
|
-$133K
|
-1,660
|
-9%
|
|
|
358
|
LifePlan Financial Group
Dayton,
Ohio
|
$1.34M
|
-$136K
|
-1,706
|
-9%
|
|
|
359
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1.29M
|
+$100K
|
+1,256
|
+9%
|
|
|
360
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.28M
|
+$49.5K
|
+620
|
+4%
|
|
|
361
|
Reilly Financial Advisors
La Mesa,
California
|
$1.27M
|
+$17.7K
|
+222
|
+1%
|
|
|
362
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.26M
|
+$60.9K
|
+763
|
+5%
|
|
|
363
|
White Pine Investment Company
Livonia,
Michigan
|
$1.25M
|
+$141K
|
+1,760
|
+13%
|
|
|
364
|
Belpointe Asset Management
Reno,
Nevada
|
$1.23M
|
+$624K
|
+7,817
|
+106%
|
|
|
365
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.23M
|
+$26.4K
|
+330
|
+2%
|
|
|
366
|
Mariner
Overland Park,
Kansas
|
$1.23M
|
+$421K
|
+5,275
|
+54%
|
|
|
367
|
Autus Asset Management
Scottsdale,
Arizona
|
$1.22M
|
+$12K
|
+150
|
+1%
|
|
|
368
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.22M
|
–
|
–
|
–
|
|
|
369
|
Colorado Capital Management
Boulder,
Colorado
|
$1.21M
|
-$164K
|
-2,057
|
-12%
|
|
|
370
|
King Wealth Management Group
Naples,
Florida
|
$1.19M
|
+$25.2K
|
+316
|
+2%
|
|
|
371
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.19M
|
-$98.9K
|
-1,238
|
-8%
|
|
|
372
|
Calton & Associates
Tampa,
Florida
|
$1.19M
|
+$341K
|
+4,275
|
+41%
|
|
|
373
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.18M
|
+$1.16M
|
+14,587
|
New
|
|
|
374
|
Coastline Trust
Providence,
Rhode Island
|
$1.17M
|
+$25.6K
|
+320
|
+2%
|
|
|
375
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.15M
|
+$857K
|
+10,731
|
+314%
|
|
