|
301
|
Running Point Capital Advisors
El Segundo,
California
|
$5.1M
|
–
|
–
|
–
|
|
|
302
|
Wells Fargo
San Francisco,
California
|
$5.06M
|
+$793K
|
+25,138
|
+19%
|
|
|
303
|
MAI Capital Management
Independence,
Ohio
|
$5.02M
|
-$270K
|
-8,566
|
-5%
|
|
|
304
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$4.98M
|
+$247K
|
+7,841
|
+5%
|
|
|
305
|
Fidelity Investments
Boston,
Massachusetts
|
$4.93M
|
+$876K
|
+27,775
|
+22%
|
|
|
306
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$4.85M
|
-$25.8K
|
-818
|
-0.5%
|
|
|
307
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$4.83M
|
+$601K
|
+19,071
|
+15%
|
|
|
308
|
Integrity Wealth Solutions
Denver,
Colorado
|
$4.78M
|
+$2.6M
|
+82,375
|
+125%
|
|
|
309
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$4.77M
|
-$60.5K
|
-1,917
|
-1%
|
|
|
310
|
TownSquare Capital
Provo,
Utah
|
$4.77M
|
+$119K
|
+3,775
|
+3%
|
|
|
311
|
Willow Creek Wealth Management
Sebastopol,
California
|
$4.74M
|
-$22.6K
|
-716
|
-0.5%
|
|
|
312
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.64M
|
+$262K
|
+8,322
|
+6%
|
|
|
313
|
Meridian Wealth Management
Lexington,
Kentucky
|
$4.57M
|
+$4.47M
|
+141,873
|
New
|
|
|
314
|
Samalin Investment Counsel
Chappaqua,
New York
|
$4.57M
|
-$20.7K
|
-655
|
-0.5%
|
|
|
315
|
Financial Council
Towson,
Maryland
|
$4.57M
|
+$30.9K
|
+981
|
+0.7%
|
|
|
316
|
Avantax Advisory Services
Dallas,
Texas
|
$4.56M
|
+$216K
|
+6,852
|
+5%
|
|
|
317
|
Western Wealth Management
Golden,
Colorado
|
$4.43M
|
-$79.4K
|
-2,517
|
-2%
|
|
|
318
|
Krilogy Financial
St. Louis,
Missouri
|
$4.29M
|
+$579K
|
+18,351
|
+16%
|
|
|
319
|
Private Trust Company
Cleveland,
Ohio
|
$4.29M
|
+$403K
|
+12,769
|
+11%
|
|
|
320
|
Copperleaf Capital
Raleigh,
North Carolina
|
$4.22M
|
-$29.4K
|
-931
|
-0.7%
|
|
|
321
|
Black Point Wealth Management
Naples,
Florida
|
$4.19M
|
+$4.1M
|
+129,952
|
New
|
|
|
322
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.1M
|
-$26.1K
|
-829
|
-0.6%
|
|
|
323
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$4.09M
|
-$194K
|
-6,161
|
-5%
|
|
|
324
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$4.07M
|
–
|
–
|
–
|
|
|
325
|
Callan Capital
La Jolla,
California
|
$4.05M
|
–
|
–
|
–
|
|
