|
301
|
Magnus Financial Group
New York
|
$1.14M
|
+$66K
|
+621
|
+6%
|
|
|
302
|
IFG Advisory
Atlanta,
Georgia
|
$1.12M
|
-$6.38K
|
-60
|
-0.6%
|
|
|
303
|
Kalos Management
Alpharetta,
Georgia
|
$1.11M
|
+$294K
|
+2,765
|
+38%
|
|
|
304
|
World Investment Advisors
Santa Barbara,
California
|
$1.11M
|
+$46.4K
|
+437
|
+4%
|
|
|
305
|
Institute for Wealth Management
Denver,
Colorado
|
$1.1M
|
+$6.06K
|
+57
|
+0.6%
|
|
|
306
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.1M
|
-$572K
|
-5,384
|
-34%
|
|
|
307
|
SCS Capital Management
Boston,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
308
|
MKD Wealth Coaches
Troy,
Michigan
|
$1.09M
|
+$18.8K
|
+177
|
+2%
|
|
|
309
|
Rockefeller Capital Management
New York
|
$1.09M
|
+$146K
|
+1,374
|
+16%
|
|
|
310
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.08M
|
+$79.7K
|
+750
|
+8%
|
|
|
311
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.07M
|
+$57.9K
|
+545
|
+6%
|
|
|
312
|
|
$1.07M
|
+$220K
|
+2,068
|
+26%
|
|
|
313
|
Private Capital Group
West Hartford,
Connecticut
|
$1.07M
|
+$296K
|
+2,788
|
+39%
|
|
|
314
|
Rede Wealth
Charlottesville,
Virginia
|
$1.06M
|
+$40.5K
|
+381
|
+4%
|
|
|
315
|
Lantz Financial
Naperville,
Illinois
|
$1.03M
|
+$586K
|
+5,519
|
+134%
|
|
|
316
|
Independent Financial Group
San Diego,
California
|
$1.03M
|
+$28.5K
|
+268
|
+3%
|
|
|
317
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.03M
|
+$288K
|
+2,711
|
+39%
|
|
|
318
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.03M
|
–
|
–
|
–
|
|
|
319
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$1.02M
|
-$51K
|
-480
|
-5%
|
|
|
320
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.02M
|
-$90.5K
|
-852
|
-8%
|
|
|
321
|
Collective Family Office
York,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
322
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.01M
|
-$150K
|
-1,415
|
-13%
|
|
|
323
|
Comerica Bank
Dallas,
Texas
|
$996K
|
-$31.6K
|
-297
|
-3%
|
|
|
324
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$955K
|
+$632K
|
+5,950
|
+202%
|
|
|
325
|
Western Wealth Management
Golden,
Colorado
|
$953K
|
-$102K
|
-957
|
-10%
|
|
