|
301
|
IEQ Capital
Foster City,
California
|
$991K
|
+$4.05K
|
+160
|
+0.4%
|
|
|
302
|
ProVise Management Group
Clearwater,
Florida
|
$978K
|
-$24.4K
|
-964
|
-2%
|
|
|
303
|
Silvercrest Asset Management
New York
|
$970K
|
–
|
–
|
–
|
|
|
304
|
Coldstream Capital Management
Bellevue,
Washington
|
$964K
|
–
|
–
|
–
|
|
|
305
|
Zacks Investment Management
Chicago,
Illinois
|
$963K
|
+$157K
|
+6,183
|
+18%
|
|
|
306
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$956K
|
+$1.04M
|
+41,050
|
New
|
|
|
307
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$954K
|
-$24.1K
|
-951
|
-2%
|
|
|
308
|
Fortis Advisors
Wayne,
Pennsylvania
|
$954K
|
+$3.85K
|
+152
|
+0.4%
|
|
|
309
|
Wealth Architects
Mountain View,
California
|
$953K
|
-$87.6K
|
-3,461
|
-8%
|
|
|
310
|
ERn Financial LLC
Middleton,
Wisconsin
|
$949K
|
+$14.9K
|
+587
|
+1%
|
|
|
311
|
Avantax Advisory Services
Dallas,
Texas
|
$948K
|
-$6.99K
|
-276
|
-0.7%
|
|
|
312
|
Mason Investment Advisory Services
Reston,
Virginia
|
$944K
|
–
|
–
|
–
|
|
|
313
|
Bard Financial Services
Branford,
Connecticut
|
$917K
|
–
|
–
|
–
|
|
|
314
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$911K
|
–
|
–
|
–
|
|
|
315
|
Stone Summit Wealth
Miami,
Florida
|
$898K
|
+$98.5K
|
+3,890
|
+11%
|
|
|
316
|
Copperleaf Capital
Raleigh,
North Carolina
|
$891K
|
+$969K
|
+38,256
|
New
|
|
|
317
|
Atria Wealth Solutions
New York
|
$864K
|
+$47.5K
|
+1,876
|
+5%
|
|
|
318
|
Brewster Financial Planning
Brooklyn,
New York
|
$857K
|
–
|
–
|
–
|
|
|
319
|
Brookstone Capital Management
Wheaton,
Illinois
|
$825K
|
+$874K
|
+34,536
|
New
|
|
|
320
|
Financial Insights
Tacoma,
Washington
|
$823K
|
+$894K
|
+35,306
|
New
|
|
|
321
|
Evergreen Capital Management
Bellevue,
Washington
|
$822K
|
–
|
–
|
–
|
|
|
322
|
Advisor Resource Council
Dallas,
Texas
|
$820K
|
+$891K
|
+35,203
|
New
|
|
|
323
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$803K
|
+$13K
|
+515
|
+2%
|
|
|
324
|
IHT Wealth Management
Chicago,
Illinois
|
$800K
|
+$869K
|
+34,326
|
New
|
|
|
325
|
BOK Financial
Tulsa,
Oklahoma
|
$792K
|
-$5.9K
|
-233
|
-0.7%
|
|
