|
301
|
Forum Financial Management
Lombard,
Illinois
|
$298K
|
+$291K
|
+2,218
|
New
|
|
|
302
|
Clearstead Advisors
Cleveland,
Ohio
|
$294K
|
+$169K
|
+1,283
|
+142%
|
|
|
303
|
Strategic Financial Concepts
San Antonio,
Texas
|
$294K
|
+$11.7K
|
+89
|
+4%
|
|
|
304
|
Ballentine Partners
Waltham,
Massachusetts
|
$291K
|
+$10.1K
|
+77
|
+4%
|
|
|
305
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$285K
|
+$4.47K
|
+34
|
+2%
|
|
|
306
|
Personal CFO Solutions
Chester,
New Jersey
|
$281K
|
+$37.2K
|
+283
|
+16%
|
|
|
307
|
Enzi Wealth
Austin,
Texas
|
$280K
|
–
|
–
|
–
|
|
|
308
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$280K
|
+$11.3K
|
+86
|
+4%
|
|
|
309
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$279K
|
-$105K
|
-800
|
-28%
|
|
|
310
|
Warwick Investment Management
Bryan,
Texas
|
$279K
|
–
|
–
|
–
|
|
|
311
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$279K
|
+$31.8K
|
+242
|
+13%
|
|
|
312
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$271K
|
+$13.5K
|
+103
|
+5%
|
|
|
313
|
Maridea Wealth Management
Brooklyn,
New York
|
$267K
|
+$261K
|
+1,988
|
New
|
|
|
314
|
Edge Capital Group
Atlanta,
Georgia
|
$265K
|
–
|
–
|
–
|
|
|
315
|
Schulz Wealth
Mansfield,
Texas
|
$265K
|
–
|
–
|
–
|
|
|
316
|
IEQ Capital
Foster City,
California
|
$265K
|
+$259K
|
+1,974
|
New
|
|
|
317
|
Elk River Wealth Management
Denver,
Colorado
|
$264K
|
-$4.86K
|
-37
|
-2%
|
|
|
318
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$260K
|
-$2.36K
|
-18
|
-0.9%
|
|
|
319
|
Hamilton Capital Partners (Canada)
Toronto,
|
$253K
|
-$52.7K
|
-401
|
-18%
|
|
|
320
|
Sather Financial Group
Victoria,
Texas
|
$250K
|
–
|
–
|
–
|
|
|
321
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$248K
|
-$13.1K
|
-100
|
-5%
|
|
|
322
|
Jamison Private Wealth Management
Milton,
Georgia
|
$245K
|
+$788
|
+6
|
+0.3%
|
|
|
323
|
Coastline Trust
Providence,
Rhode Island
|
$244K
|
–
|
–
|
–
|
|
|
324
|
HB Wealth Management
Atlanta,
Georgia
|
$241K
|
+$236K
|
+1,795
|
New
|
|
|
325
|
Prospera Financial Services
Dallas,
Texas
|
$240K
|
–
|
–
|
–
|
|
