|
326
|
Institute for Wealth Management
Denver,
Colorado
|
$982K
|
-$118K
|
-1,076
|
-10%
|
|
|
327
|
Collective Family Office
York,
Pennsylvania
|
$980K
|
-$30.3K
|
-275
|
-3%
|
|
|
328
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$978K
|
-$28.4K
|
-258
|
-3%
|
|
|
329
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$972K
|
-$45.7K
|
-415
|
-4%
|
|
|
330
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$948K
|
+$473K
|
+4,300
|
+93%
|
|
|
331
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$947K
|
–
|
–
|
–
|
|
|
332
|
Integrated Advisors Network
Dallas,
Texas
|
$941K
|
+$558K
|
+5,064
|
+134%
|
|
|
333
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$935K
|
+$12.2K
|
+111
|
+1%
|
|
|
334
|
Franklin Resources
San Mateo,
California
|
$931K
|
–
|
–
|
–
|
|
|
335
|
Independent Financial Group
San Diego,
California
|
$929K
|
-$99.4K
|
-903
|
-9%
|
|
|
336
|
Wedbush Securities
Los Angeles,
California
|
$924K
|
+$71.6K
|
+650
|
+8%
|
|
|
337
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$922K
|
+$283K
|
+2,571
|
+42%
|
|
|
338
|
Stratos Investment Management
Beachwood,
Ohio
|
$920K
|
+$951K
|
+8,642
|
New
|
|
|
339
|
Evensky & Katz
Coral Gables,
Florida
|
$900K
|
–
|
–
|
–
|
|
|
340
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$898K
|
+$141K
|
+1,280
|
+18%
|
|
|
341
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$887K
|
–
|
–
|
–
|
|
|
342
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$882K
|
–
|
–
|
–
|
|
|
343
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$873K
|
-$225K
|
-2,042
|
-20%
|
|
|
344
|
Successful Portfolios
Clearwater,
Florida
|
$867K
|
+$661
|
+6
|
+0.1%
|
|
|
345
|
Marcum Wealth
Cleveland,
Ohio
|
$853K
|
+$46.5K
|
+422
|
+6%
|
|
|
346
|
Goldstein Munger & Associates
San Ramon,
California
|
$843K
|
–
|
–
|
–
|
|
|
347
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$830K
|
–
|
–
|
–
|
|
|
348
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$830K
|
+$28.6K
|
+260
|
+3%
|
|
|
349
|
Rinet Company
Boston,
Massachusetts
|
$829K
|
–
|
–
|
–
|
|
|
350
|
Magnus Financial Group
New York
|
$825K
|
-$316K
|
-2,874
|
-27%
|
|
