|
301
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$390K
|
–
|
–
|
–
|
|
|
302
|
Stockman Wealth Management
Billings,
Montana
|
$390K
|
–
|
–
|
–
|
|
|
303
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$390K
|
+$12.1K
|
+2,000
|
+3%
|
|
|
304
|
Aperio Group
Sausalito,
California
|
$384K
|
–
|
–
|
–
|
|
|
305
|
IMC Chicago
Chicago,
Illinois
|
$382K
|
+$374K
|
+61,883
|
New
|
|
|
306
|
Frontier Wealth Management
Kansas City,
Missouri
|
$375K
|
+$45.4K
|
+7,506
|
+14%
|
|
|
307
|
D.A. Davidson & Co
Great Falls,
Montana
|
$368K
|
-$5.86K
|
-969
|
-2%
|
|
|
308
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$367K
|
–
|
–
|
–
|
|
|
309
|
Virtue Capital Management
Brentwood,
Tennessee
|
$361K
|
+$353K
|
+58,400
|
New
|
|
|
310
|
Avalon Investment & Advisory
Houston,
Texas
|
$360K
|
-$151K
|
-24,878
|
-30%
|
|
|
311
|
Huntington National Bank
Columbus,
Ohio
|
$359K
|
-$31.9K
|
-5,280
|
-8%
|
|
|
312
|
Holt Capital Partners
Fort Worth,
Texas
|
$359K
|
–
|
–
|
–
|
|
|
313
|
Certuity
North Palm Beach,
Florida
|
$355K
|
+$121K
|
+20,071
|
+54%
|
|
|
314
|
AMP Capital Investors
Sydney,
Australia
|
$351K
|
+$345K
|
+57,031
|
New
|
|
|
315
|
Clal Insurance
Tel-Aviv,
Israel
|
$346K
|
–
|
–
|
–
|
|
|
316
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$341K
|
-$132K
|
-21,814
|
-28%
|
|
|
317
|
Bourgeon Capital Management
Darien,
Connecticut
|
$340K
|
-$363K
|
-60,000
|
-52%
|
|
|
318
|
Samalin Investment Counsel
Chappaqua,
New York
|
$338K
|
+$19.7K
|
+3,258
|
+6%
|
|
|
319
|
MML Investors Services
Springfield,
Massachusetts
|
$336K
|
-$38.7K
|
-6,395
|
-11%
|
|
|
320
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$335K
|
-$30.4K
|
-5,019
|
-8%
|
|
|
321
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$334K
|
-$243K
|
-40,117
|
-43%
|
|
|
322
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$332K
|
-$8.09K
|
-1,337
|
-2%
|
|
|
323
|
Waterfront Wealth
Overland Park,
Kansas
|
$331K
|
+$324K
|
+53,577
|
New
|
|
|
324
|
First Dallas Securities
Dallas,
Texas
|
$328K
|
+$51.4K
|
+8,500
|
+19%
|
|
|
325
|
Venture Visionary Partners
Sylvania,
Ohio
|
$326K
|
+$214K
|
+35,322
|
+201%
|
|
