|
301
|
Berger Financial Group
Plymouth,
Minnesota
|
$960K
|
+$912K
|
+16,852
|
New
|
|
|
302
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$951K
|
-$921K
|
-17,015
|
-50%
|
|
|
303
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$949K
|
–
|
–
|
–
|
|
|
304
|
D.A. Davidson & Co
Great Falls,
Montana
|
$935K
|
–
|
–
|
–
|
|
|
305
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$924K
|
–
|
–
|
–
|
|
|
306
|
Helen Stephens Group
Fort Worth,
Texas
|
$916K
|
-$23.4K
|
-433
|
-3%
|
|
|
307
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$913K
|
-$8.66K
|
-160
|
-1%
|
|
|
308
|
CRA Financial Services
Northfield,
New Jersey
|
$904K
|
–
|
–
|
–
|
|
|
309
|
Forum Private Client Group
Fishers,
Indiana
|
$902K
|
+$5.9K
|
+109
|
+0.7%
|
|
|
310
|
Private Management Group
Irvine,
California
|
$901K
|
–
|
–
|
–
|
|
|
311
|
Diversify Advisory Services
Sandy,
Utah
|
$899K
|
+$856K
|
+15,805
|
New
|
|
|
312
|
25 LLC
St. Louis,
Missouri
|
$893K
|
+$758
|
+14
|
+0.1%
|
|
|
313
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$879K
|
+$73.9K
|
+1,365
|
+10%
|
|
|
314
|
Lido Advisors
Los Angeles,
California
|
$876K
|
+$832K
|
+15,368
|
New
|
|
|
315
|
NewEdge Advisors
New Orleans,
Louisiana
|
$857K
|
+$213K
|
+3,928
|
+35%
|
|
|
316
|
Geneos Wealth Management
Englewood,
Colorado
|
$857K
|
-$66.8K
|
-1,233
|
-8%
|
|
|
317
|
Klingman & Associates
New York
|
$855K
|
–
|
–
|
–
|
|
|
318
|
JT Stratford LLC
Gainesville,
Georgia
|
$854K
|
+$293K
|
+5,408
|
+56%
|
|
|
319
|
Pegasus Partners
Mequon,
Wisconsin
|
$851K
|
–
|
–
|
–
|
|
|
320
|
Leo Wealth LLC
Hurst,
Texas
|
$850K
|
+$1.68K
|
+31
|
+0.2%
|
|
|
321
|
WestHill Financial Advisors
San Rafael,
California
|
$848K
|
-$8.12K
|
-150
|
-1%
|
|
|
322
|
Cadence Bank
Tupelo,
Mississippi
|
$842K
|
-$22.6K
|
-418
|
-3%
|
|
|
323
|
Shira Ridge Wealth Management
Larkspur,
California
|
$840K
|
-$9.74K
|
-180
|
-1%
|
|
|
324
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$834K
|
+$975
|
+18
|
+0.1%
|
|
|
325
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$833K
|
–
|
–
|
–
|
|
