|
276
|
Wealth Architects
Mountain View,
California
|
$1.81M
|
+$116K
|
+1,467
|
+7%
|
|
|
277
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.81M
|
-$73.8K
|
-935
|
-4%
|
|
|
278
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.8M
|
+$366K
|
+4,635
|
+26%
|
|
|
279
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.75M
|
+$82.3K
|
+1,043
|
+5%
|
|
|
280
|
Peak Asset Management
Louisville,
Colorado
|
$1.74M
|
+$891K
|
+11,295
|
+106%
|
|
|
281
|
Karpus Investment Management
Pittsford,
New York
|
$1.72M
|
-$3.01M
|
-38,125
|
-64%
|
|
|
282
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.7M
|
-$23.5K
|
-298
|
-1%
|
|
|
283
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.7M
|
+$1.68M
|
+21,306
|
New
|
|
|
284
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.69M
|
-$149K
|
-1,893
|
-8%
|
|
|
285
|
HSBC Holdings
London,
United Kingdom
|
$1.69M
|
–
|
–
|
–
|
|
|
286
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.67M
|
+$20.3K
|
+257
|
+1%
|
|
|
287
|
Alesco Advisors
Pittsford,
New York
|
$1.67M
|
+$277K
|
+3,505
|
+20%
|
|
|
288
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.66M
|
+$11.5K
|
+146
|
+0.7%
|
|
|
289
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.66M
|
+$383K
|
+4,848
|
+30%
|
|
|
290
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$1.64M
|
+$1.63M
|
+20,714
|
New
|
|
|
291
|
Brave Asset Management
Summit,
New Jersey
|
$1.6M
|
+$44.3K
|
+561
|
+3%
|
|
|
292
|
Wedbush Securities
Los Angeles,
California
|
$1.6M
|
+$93.3K
|
+1,182
|
+6%
|
|
|
293
|
Larson Financial Group
St Louis,
Missouri
|
$1.58M
|
+$36.8K
|
+466
|
+2%
|
|
|
294
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.56M
|
+$39.6K
|
+502
|
+3%
|
|
|
295
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$1.55M
|
-$473K
|
-6,000
|
-24%
|
|
|
296
|
Mengis Capital Management
Portland,
Oregon
|
$1.55M
|
-$50.9K
|
-645
|
-3%
|
|
|
297
|
Oppenheimer & Co
New York
|
$1.52M
|
+$46.8K
|
+593
|
+3%
|
|
|
298
|
Aspiriant LLC
Los Angeles,
California
|
$1.52M
|
-$626K
|
-7,928
|
-29%
|
|
|
299
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$1.52M
|
+$190K
|
+2,406
|
+14%
|
|
|
300
|
IHT Wealth Management
Chicago,
Illinois
|
$1.5M
|
-$178K
|
-2,254
|
-11%
|
|
