|
301
|
Root Financial Partners
Encinitas,
California
|
$1.29M
|
-$42.8K
|
-723
|
-3%
|
|
|
302
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.28M
|
+$22.9K
|
+387
|
+2%
|
|
|
303
|
Red Lighthouse Investment Management
New York
|
$1.26M
|
-$21.9K
|
-370
|
-2%
|
|
|
304
|
Whittier Trust
South Pasadena,
California
|
$1.26M
|
-$4.58M
|
-77,366
|
-79%
|
|
|
305
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.25M
|
+$1.19M
|
+20,075
|
New
|
|
|
306
|
Financial Insights
Tacoma,
Washington
|
$1.2M
|
-$156K
|
-2,633
|
-12%
|
|
|
307
|
|
$1.2M
|
+$34.3K
|
+579
|
+3%
|
|
|
308
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$1.2M
|
–
|
–
|
–
|
|
|
309
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.19M
|
+$70.3K
|
+1,188
|
+7%
|
|
|
310
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.19M
|
–
|
–
|
–
|
|
|
311
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.19M
|
-$59
|
-1
|
-0%
|
|
|
312
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.18M
|
+$89.7K
|
+1,516
|
+9%
|
|
|
313
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$1.17M
|
+$1.77K
|
+30
|
+0.2%
|
|
|
314
|
Relative Value Partners Group
|
$1.17M
|
-$59
|
-1
|
-0%
|
|
|
315
|
Harper Investing
Santa Clara,
California
|
$1.17M
|
+$1.11M
|
+18,706
|
New
|
|
|
316
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.15M
|
+$119K
|
+2,005
|
+12%
|
|
|
317
|
KM Capital Management
Austin,
Texas
|
$1.15M
|
+$31.4K
|
+530
|
+3%
|
|
|
318
|
Squire Investment Management Company
Orem,
Utah
|
$1.13M
|
+$94K
|
+1,588
|
+10%
|
|
|
319
|
Valmark Advisers
Akron,
Ohio
|
$1.12M
|
+$41.1K
|
+695
|
+4%
|
|
|
320
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.11M
|
–
|
–
|
–
|
|
|
321
|
Institute for Wealth Management
Denver,
Colorado
|
$1.1M
|
+$309K
|
+5,221
|
+42%
|
|
|
322
|
HFG Wealth Management
The Woodlands,
Texas
|
$1.09M
|
-$4.62M
|
-78,158
|
-82%
|
|
|
323
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.09M
|
-$51.2K
|
-866
|
-5%
|
|
|
324
|
Asset Dedication LLC
San Francisco,
California
|
$1.06M
|
+$50.9K
|
+861
|
+5%
|
|
|
325
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.06M
|
+$89.4K
|
+1,510
|
+9%
|
|
