|
301
|
Liquid Strategies
Atlanta,
Georgia
|
$3M
|
+$2.99M
|
+36,200
|
New
|
|
|
302
|
Lazard Asset Management
New York
|
$2.97M
|
–
|
–
|
–
|
|
|
303
|
Camelot Portfolios
Maumee,
Ohio
|
$2.96M
|
-$9.55M
|
-115,429
|
-76%
|
|
|
304
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.96M
|
+$14.9K
|
+180
|
+0.5%
|
|
|
305
|
Coe Capital Management
Highland Park,
Illinois
|
$2.95M
|
-$4.71K
|
-57
|
-0.2%
|
|
|
306
|
Venturi Wealth Management
Austin,
Texas
|
$2.93M
|
-$10.9M
|
-132,025
|
-79%
|
|
|
307
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$2.91M
|
+$142K
|
+1,714
|
+5%
|
|
|
308
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$2.9M
|
-$420K
|
-5,080
|
-13%
|
|
|
309
|
Callan Capital
La Jolla,
California
|
$2.86M
|
+$53.5K
|
+647
|
+2%
|
|
|
310
|
Eaton Vance Management
Boston,
Massachusetts
|
$2.86M
|
-$208K
|
-2,520
|
-7%
|
|
|
311
|
|
$2.84M
|
–
|
–
|
–
|
|
|
312
|
Oppenheimer & Co
New York
|
$2.82M
|
+$1.13M
|
+13,669
|
+67%
|
|
|
313
|
Family Legacy Inc
Greenville,
South Carolina
|
$2.81M
|
+$2.8M
|
+33,811
|
New
|
|
|
314
|
Park Avenue Securities
New York
|
$2.8M
|
+$2.79M
|
+33,740
|
New
|
|
|
315
|
American Portfolios Advisors
Holbrook,
New York
|
$2.8M
|
+$239K
|
+2,892
|
+9%
|
|
|
316
|
Wedbush Securities
Los Angeles,
California
|
$2.79M
|
-$130K
|
-1,573
|
-4%
|
|
|
317
|
BHK Investment Advisors
Birmingham,
Alabama
|
$2.77M
|
+$122K
|
+1,475
|
+5%
|
|
|
318
|
Integrated Advisors Network
Dallas,
Texas
|
$2.73M
|
+$783K
|
+9,468
|
+41%
|
|
|
319
|
Axiom Financial Strategies
New Albany,
Indiana
|
$2.72M
|
+$331K
|
+4,000
|
+14%
|
|
|
320
|
Pacific Financial Group
Bellevue,
Washington
|
$2.72M
|
-$75.3K
|
-911
|
-3%
|
|
|
321
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.71M
|
+$139K
|
+1,680
|
+5%
|
|
|
322
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.65M
|
-$109K
|
-1,318
|
-4%
|
|
|
323
|
Madrona Financial Services
Everett,
Washington
|
$2.64M
|
+$2.63M
|
+31,751
|
New
|
|
|
324
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.63M
|
+$45.8K
|
+554
|
+2%
|
|
|
325
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.62M
|
+$675K
|
+8,158
|
+35%
|
|
