|
301
|
Naples Global Advisors
Naples,
Florida
|
$5.67M
|
+$4.54M
|
+59,551
|
+384%
|
|
|
302
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$5.61M
|
+$135K
|
+1,776
|
+2%
|
|
|
303
|
IHT Wealth Management
Chicago,
Illinois
|
$5.55M
|
+$391K
|
+5,129
|
+8%
|
|
|
304
|
Essential Planning
Portsmouth,
New Hampshire
|
$5.53M
|
+$69K
|
+905
|
+1%
|
|
|
305
|
PAX Financial Group
San Antonio,
Texas
|
$5.53M
|
-$221K
|
-2,903
|
-4%
|
|
|
306
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$5.53M
|
-$5.11M
|
-67,045
|
-48%
|
|
|
307
|
Archvest Wealth Advisors
Concord,
California
|
$5.33M
|
+$230K
|
+3,013
|
+4%
|
|
|
308
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$5.18M
|
+$206K
|
+2,700
|
+4%
|
|
|
309
|
Welch & Forbes
Boston,
Massachusetts
|
$5.15M
|
-$700K
|
-9,191
|
-12%
|
|
|
310
|
Pure Financial Advisors
San Diego,
California
|
$5.15M
|
-$48.2K
|
-633
|
-0.9%
|
|
|
311
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$5.13M
|
+$231K
|
+3,035
|
+5%
|
|
|
312
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.1M
|
-$631K
|
-8,278
|
-11%
|
|
|
313
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$5.06M
|
-$362K
|
-4,750
|
-7%
|
|
|
314
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$4.99M
|
+$293K
|
+3,840
|
+6%
|
|
|
315
|
New York Life Investment Management
New York
|
$4.91M
|
+$4.95M
|
+64,973
|
New
|
|
|
316
|
Prosperity Planning
Kansas City,
Missouri
|
$4.9M
|
–
|
–
|
–
|
|
|
317
|
Ackerman Capital Advisors
Dallas,
Texas
|
$4.85M
|
-$268K
|
-3,510
|
-5%
|
|
|
318
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.84M
|
-$76
|
-1
|
-0%
|
|
|
319
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$4.78M
|
-$1.85M
|
-24,312
|
-28%
|
|
|
320
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$4.78M
|
-$3.1M
|
-40,618
|
-39%
|
|
|
321
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$4.77M
|
+$78.3K
|
+1,027
|
+2%
|
|
|
322
|
Brown Advisory
Baltimore,
Maryland
|
$4.72M
|
+$24.8K
|
+325
|
+0.5%
|
|
|
323
|
Bank of Hawaii
Honolulu,
Hawaii
|
$4.72M
|
-$219K
|
-2,873
|
-4%
|
|
|
324
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$4.69M
|
-$1.63M
|
-21,341
|
-26%
|
|
|
325
|
Avion Wealth
The Woodlands,
Texas
|
$4.69M
|
-$873K
|
-11,456
|
-16%
|
|
