|
301
|
|
$1.29M
|
+$483K
|
+9,129
|
+58%
|
|
|
302
|
Lantz Financial
Naperville,
Illinois
|
$1.28M
|
+$1.02M
|
+19,301
|
+350%
|
|
|
303
|
Soundmark Wealth Management
Kirkland,
Washington
|
$1.25M
|
-$64.7K
|
-1,224
|
-5%
|
|
|
304
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$1.25M
|
–
|
–
|
–
|
|
|
305
|
Wambolt & Associates
Littleton,
Colorado
|
$1.23M
|
+$78.3K
|
+1,481
|
+7%
|
|
|
306
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.23M
|
+$168K
|
+3,173
|
+15%
|
|
|
307
|
Beaumont Capital Management
Boston,
Massachusetts
|
$1.22M
|
+$1.25M
|
+23,612
|
New
|
|
|
308
|
Merriman Wealth Management
Seattle,
Washington
|
$1.22M
|
-$104K
|
-1,969
|
-8%
|
|
|
309
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.21M
|
+$1.21M
|
+22,787
|
+4,181%
|
|
|
310
|
|
$1.2M
|
-$196K
|
-3,700
|
-14%
|
|
|
311
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.2M
|
+$227K
|
+4,293
|
+23%
|
|
|
312
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.19M
|
+$105K
|
+1,986
|
+9%
|
|
|
313
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.11M
|
+$320K
|
+6,052
|
+41%
|
|
|
314
|
United Capital Financial Advisors
Irving,
Texas
|
$1.06M
|
-$35.2K
|
-665
|
-3%
|
|
|
315
|
Veracity Capital
Atlanta,
Georgia
|
$1.04M
|
+$235K
|
+4,440
|
+28%
|
|
|
316
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.04M
|
+$347K
|
+6,570
|
+49%
|
|
|
317
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.03M
|
+$345K
|
+6,518
|
+48%
|
|
|
318
|
Successful Portfolios
Clearwater,
Florida
|
$1.03M
|
+$285K
|
+5,384
|
+37%
|
|
|
319
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.02M
|
+$249K
|
+4,708
|
+31%
|
|
|
320
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.02M
|
+$1.04M
|
+19,634
|
New
|
|
|
321
|
William Blair & Company
Chicago,
Illinois
|
$1M
|
+$33.3K
|
+629
|
+3%
|
|
|
322
|
Graypoint LLC
Albany,
New York
|
$953K
|
–
|
–
|
–
|
|
|
323
|
Tobias Financial Advisors
Plantation,
Florida
|
$935K
|
+$49K
|
+927
|
+5%
|
|
|
324
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$924K
|
+$70.5K
|
+1,333
|
+8%
|
|
|
325
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$924K
|
+$944K
|
+17,855
|
New
|
|
