|
301
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$7.19M
|
-$223K
|
-3,859
|
-3%
|
|
|
302
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$7.13M
|
-$4.52M
|
-78,179
|
-40%
|
|
|
303
|
Oppenheimer & Co
New York
|
$7.12M
|
-$3M
|
-51,834
|
-31%
|
|
|
304
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$7.09M
|
+$81.9K
|
+1,417
|
+1%
|
|
|
305
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$7.03M
|
-$28K
|
-484
|
-0.4%
|
|
|
306
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$7.02M
|
-$339K
|
-5,855
|
-5%
|
|
|
307
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$7M
|
-$435K
|
-7,524
|
-6%
|
|
|
308
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$6.98M
|
-$407K
|
-7,039
|
-6%
|
|
|
309
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$6.96M
|
+$6.61M
|
+114,268
|
New
|
|
|
310
|
Covington Capital Management
Los Angeles,
California
|
$6.93M
|
-$1.35M
|
-23,432
|
-17%
|
|
|
311
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$6.86M
|
-$3.1M
|
-53,654
|
-32%
|
|
|
312
|
Lido Advisors
Los Angeles,
California
|
$6.86M
|
-$1.53M
|
-26,451
|
-19%
|
|
|
313
|
TrueWealth LLC
Atlanta,
Georgia
|
$6.79M
|
+$3.22M
|
+55,751
|
+100%
|
|
|
314
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6.76M
|
+$1.08M
|
+18,691
|
+20%
|
|
|
315
|
AdvicePeriod
Los Angeles,
California
|
$6.72M
|
-$1.35M
|
-23,424
|
-17%
|
|
|
316
|
Tolleson Wealth Management
Dallas,
Texas
|
$6.7M
|
+$295K
|
+5,109
|
+5%
|
|
|
317
|
Coldstream Capital Management
Bellevue,
Washington
|
$6.7M
|
-$153K
|
-2,640
|
-2%
|
|
|
318
|
Sepio Capital
Salt Lake City,
Utah
|
$6.59M
|
-$4.69M
|
-81,080
|
-43%
|
|
|
319
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.58M
|
-$335K
|
-5,787
|
-5%
|
|
|
320
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$6.57M
|
+$6.24M
|
+108,000
|
New
|
|
|
321
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.49M
|
-$1.24M
|
-21,410
|
-17%
|
|
|
322
|
Confluence Wealth Management
Portland,
Oregon
|
$6.47M
|
-$919K
|
-15,889
|
-13%
|
|
|
323
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$6.38M
|
+$201K
|
+3,468
|
+4%
|
|
|
324
|
Grimes & Company
Westborough,
Massachusetts
|
$6.38M
|
+$257K
|
+4,451
|
+4%
|
|
|
325
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$6.37M
|
-$1.15M
|
-19,944
|
-16%
|
|
