|
301
|
Peak Asset Management
Louisville,
Colorado
|
$493K
|
+$141K
|
+18,982
|
+38%
|
|
|
302
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$487K
|
+$258K
|
+34,765
|
+103%
|
|
|
303
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$486K
|
-$22.4K
|
-3,024
|
-4%
|
|
|
304
|
Raymond James Trust
St. Petersburg,
Florida
|
$474K
|
+$20.1K
|
+2,710
|
+4%
|
|
|
305
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$469K
|
+$88.9K
|
+12,000
|
+22%
|
|
|
306
|
Regions Financial Corp
Birmingham,
Alabama
|
$469K
|
+$125K
|
+16,808
|
+34%
|
|
|
307
|
Bienville Capital Management
New York
|
$464K
|
+$483K
|
+65,214
|
New
|
|
|
308
|
|
$462K
|
+$481K
|
+64,937
|
New
|
|
|
309
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$461K
|
–
|
–
|
–
|
|
|
310
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$457K
|
+$357K
|
+48,139
|
+300%
|
|
|
311
|
World Investment Advisors
Santa Barbara,
California
|
$456K
|
+$96.3K
|
+13,000
|
+24%
|
|
|
312
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$455K
|
+$29.6K
|
+4,000
|
+7%
|
|
|
313
|
IEQ Capital
Foster City,
California
|
$449K
|
-$64.4K
|
-8,695
|
-12%
|
|
|
314
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$449K
|
-$2.51K
|
-339
|
-0.5%
|
|
|
315
|
Stockman Wealth Management
Billings,
Montana
|
$449K
|
+$70.2K
|
+9,480
|
+18%
|
|
|
316
|
Cullinan Associates
Louisville,
Kentucky
|
$445K
|
+$463K
|
+62,527
|
New
|
|
|
317
|
Chevy Chase Trust
Bethesda,
Maryland
|
$443K
|
–
|
–
|
–
|
|
|
318
|
Aperio Group
Sausalito,
California
|
$442K
|
-$13.5K
|
-1,825
|
-3%
|
|
|
319
|
Meridian Wealth Advisors
Austin,
Texas
|
$435K
|
-$53.6K
|
-7,235
|
-11%
|
|
|
320
|
Mercer Global Advisors
Denver,
Colorado
|
$433K
|
-$39.7K
|
-5,354
|
-8%
|
|
|
321
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$430K
|
+$78.7K
|
+10,615
|
+21%
|
|
|
322
|
Claybrook Capital
Wellesley,
Massachusetts
|
$424K
|
+$441K
|
+59,500
|
New
|
|
|
323
|
Regent Investment Management
Louisville,
Kentucky
|
$423K
|
-$1.42K
|
-191
|
-0.3%
|
|
|
324
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$423K
|
–
|
–
|
–
|
|
|
325
|
Argent Advisors
Monroe,
Louisiana
|
$423K
|
+$12.1K
|
+1,632
|
+3%
|
|
