|
301
|
SVB Investment Services
Salt Lake City,
Utah
|
$3.34M
|
+$118K
|
+1,422
|
+4%
|
|
|
302
|
Pacific Financial Group
Bellevue,
Washington
|
$3.34M
|
+$591K
|
+7,109
|
+22%
|
|
|
303
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3.33M
|
+$202K
|
+2,426
|
+6%
|
|
|
304
|
Endurance Wealth Management
Providence,
Rhode Island
|
$3.25M
|
+$3.25M
|
+39,085
|
+390,850%
|
|
|
305
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.23M
|
-$31.2M
|
-375,822
|
-91%
|
|
|
306
|
Windham Capital Management
Boston,
Massachusetts
|
$3.21M
|
-$2M
|
-24,058
|
-38%
|
|
|
307
|
HM Payson & Co
Portland,
Maine
|
$3.2M
|
+$83.1K
|
+1,000
|
+3%
|
|
|
308
|
Slow Capital
Greenbrae,
California
|
$3.19M
|
+$1.3M
|
+15,642
|
+69%
|
|
|
309
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$3.18M
|
+$287K
|
+3,452
|
+10%
|
|
|
310
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$3.16M
|
+$618K
|
+7,443
|
+24%
|
|
|
311
|
Wela Strategies
Atlanta,
Georgia
|
$3.16M
|
-$23.8K
|
-286
|
-0.7%
|
|
|
312
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.12M
|
+$951K
|
+11,442
|
+44%
|
|
|
313
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3.12M
|
+$109K
|
+1,314
|
+4%
|
|
|
314
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.09M
|
-$431K
|
-5,193
|
-12%
|
|
|
315
|
BHK Investment Advisors
Birmingham,
Alabama
|
$3.08M
|
+$305K
|
+3,668
|
+11%
|
|
|
316
|
Elevated Capital Advisors
Sandy,
Utah
|
$3.03M
|
-$43.1K
|
-519
|
-1%
|
|
|
317
|
Liquid Strategies
Atlanta,
Georgia
|
$3.01M
|
–
|
–
|
–
|
|
|
318
|
Coe Capital Management
Highland Park,
Illinois
|
$2.99M
|
+$39.9K
|
+480
|
+1%
|
|
|
319
|
Park Avenue Securities
New York
|
$2.98M
|
+$178K
|
+2,148
|
+6%
|
|
|
320
|
Lazard Asset Management
New York
|
$2.97M
|
–
|
–
|
–
|
|
|
321
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.96M
|
-$7.89K
|
-95
|
-0.3%
|
|
|
322
|
Family Legacy Inc
Greenville,
South Carolina
|
$2.95M
|
+$146K
|
+1,755
|
+5%
|
|
|
323
|
REDW Wealth
Albuquerque,
New Mexico
|
$2.94M
|
-$246K
|
-2,964
|
-8%
|
|
|
324
|
Wedbush Securities
Los Angeles,
California
|
$2.93M
|
+$146K
|
+1,758
|
+5%
|
|
|
325
|
Callan Capital
La Jolla,
California
|
$2.93M
|
+$72.5K
|
+872
|
+3%
|
|
