|
301
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.56M
|
+$145K
|
+1,227
|
+6%
|
|
|
302
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$2.56M
|
+$267K
|
+2,255
|
+12%
|
|
|
303
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.55M
|
-$57.7K
|
-488
|
-2%
|
|
|
304
|
KeyBank National Association
Cleveland,
Ohio
|
$2.53M
|
+$317K
|
+2,677
|
+15%
|
|
|
305
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$2.53M
|
+$61.9K
|
+523
|
+3%
|
|
|
306
|
Plancorp LLC
Saint Louis,
Missouri
|
$2.52M
|
–
|
–
|
–
|
|
|
307
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.52M
|
-$115K
|
-973
|
-4%
|
|
|
308
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$2.52M
|
+$118
|
+1
|
+0%
|
|
|
309
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.51M
|
+$134K
|
+1,131
|
+6%
|
|
|
310
|
Evercore Wealth Management
New York
|
$2.49M
|
–
|
–
|
–
|
|
|
311
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.48M
|
+$186K
|
+1,576
|
+16%
|
|
|
312
|
Zhang Financial
Portage,
Michigan
|
$2.47M
|
-$134K
|
-1,129
|
-5%
|
|
|
313
|
|
$2.4M
|
+$1.35M
|
+11,435
|
+135%
|
|
|
314
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.39M
|
-$5.21M
|
-44,002
|
-69%
|
|
|
315
|
Magnus Financial Group
New York
|
$2.38M
|
+$164K
|
+1,387
|
+8%
|
|
|
316
|
City Holding Co
Charleston,
West Virginia
|
$2.36M
|
+$210K
|
+1,772
|
+10%
|
|
|
317
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$2.35M
|
+$1.66K
|
+14
|
+0.1%
|
|
|
318
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.34M
|
+$2.3M
|
+19,444
|
New
|
|
|
319
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.32M
|
+$171K
|
+1,443
|
+8%
|
|
|
320
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.32M
|
+$93.2K
|
+788
|
+4%
|
|
|
321
|
GoalVest Advisory
New York
|
$2.31M
|
+$608K
|
+5,139
|
+37%
|
|
|
322
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$2.3M
|
-$36.4K
|
-308
|
-2%
|
|
|
323
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.3M
|
–
|
–
|
–
|
|
|
324
|
Banco de Sabadell
Miami,
Florida
|
$2.28M
|
-$94.4K
|
-798
|
-4%
|
|
|
325
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.28M
|
+$2.24M
|
+18,902
|
New
|
|
