|
301
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$1.31M
|
-$314K
|
-6,215
|
-19%
|
|
|
302
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.3M
|
+$209K
|
+4,150
|
+19%
|
|
|
303
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.28M
|
+$1.3M
|
+25,758
|
New
|
|
|
304
|
Kelly Financial Services
Braintree,
Massachusetts
|
$1.27M
|
+$349K
|
+6,926
|
+37%
|
|
|
305
|
National Wealth Management Group
Cincinnati,
Ohio
|
$1.26M
|
+$60.6K
|
+1,202
|
+5%
|
|
|
306
|
McLean Asset Management
Tysons,
Virginia
|
$1.26M
|
-$39.4K
|
-780
|
-3%
|
|
|
307
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.24M
|
+$42.4K
|
+841
|
+3%
|
|
|
308
|
Forum Private Client Group
Fishers,
Indiana
|
$1.24M
|
-$29.5K
|
-584
|
-2%
|
|
|
309
|
IEQ Capital
Foster City,
California
|
$1.23M
|
+$13.6K
|
+269
|
+1%
|
|
|
310
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.23M
|
-$20K
|
-396
|
-2%
|
|
|
311
|
Five Oceans Advisors
Santa Monica,
California
|
$1.2M
|
+$151
|
+3
|
+0%
|
|
|
312
|
Resource Planning Group
Atlanta,
Georgia
|
$1.2M
|
-$297K
|
-5,890
|
-20%
|
|
|
313
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.2M
|
-$9.08K
|
-180
|
-0.7%
|
|
|
314
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.2M
|
+$120K
|
+2,369
|
+11%
|
|
|
315
|
J2 Capital Management
Troy,
Michigan
|
$1.19M
|
+$56.4K
|
+1,117
|
+5%
|
|
|
316
|
Bison Wealth
Atlanta,
Georgia
|
$1.17M
|
-$63.8K
|
-1,265
|
-5%
|
|
|
317
|
|
$1.17M
|
+$601K
|
+11,920
|
+103%
|
|
|
318
|
KWB Wealth
Redlands,
California
|
$1.17M
|
-$644K
|
-12,756
|
-35%
|
|
|
319
|
Oppenheimer & Co
New York
|
$1.16M
|
+$189K
|
+3,747
|
+19%
|
|
|
320
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.15M
|
-$32.6K
|
-647
|
-3%
|
|
|
321
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.15M
|
+$204K
|
+4,035
|
+21%
|
|
|
322
|
St. James Investment Advisors
Port Jefferson,
New York
|
$1.15M
|
+$1.17M
|
+23,227
|
New
|
|
|
323
|
Colony Group
Boston,
Massachusetts
|
$1.14M
|
+$964K
|
+19,099
|
+486%
|
|
|
324
|
Denver PWM
Denver,
Colorado
|
$1.14M
|
-$35.2K
|
-698
|
-3%
|
|
|
325
|
|
$1.12M
|
–
|
–
|
–
|
|
