|
301
|
Global Retirement Partners
San Rafael,
California
|
$51.1K
|
+$47.4K
|
+1,743
|
New
|
|
|
302
|
LRI Investments
Palm Beach Gardens,
Florida
|
$31.3K
|
+$3.59K
|
+132
|
+14%
|
|
|
303
|
Anchor Investment Management
Columbia,
South Carolina
|
$29.6K
|
+$27.5K
|
+1,010
|
New
|
|
|
304
|
|
$27.3K
|
-$29.4K
|
-1,079
|
-54%
|
|
|
305
|
Elevation Wealth Partners
Santa Rosa,
California
|
$27.3K
|
+$20.1K
|
+738
|
+378%
|
|
|
306
|
Salomon & Ludwin
Richmond,
Virginia
|
$25.2K
|
–
|
–
|
–
|
|
|
307
|
Clearstead Advisors
Cleveland,
Ohio
|
$22.3K
|
+$20.7K
|
+761
|
New
|
|
|
308
|
Nomura Asset Management
Tokyo,
Japan
|
$21.7K
|
-$18.8K
|
-690
|
-48%
|
|
|
309
|
UMB Bank
Kansas City,
Missouri
|
$17.3K
|
+$1.85K
|
+68
|
+13%
|
|
|
310
|
Rockefeller Capital Management
New York
|
$15.3K
|
-$19.1K
|
-703
|
-57%
|
|
|
311
|
Sittner & Nelson
Eugene,
Oregon
|
$14.7K
|
–
|
–
|
–
|
|
|
312
|
Bare Financial Services
Gap,
Pennsylvania
|
$14.6K
|
+$5.71K
|
+210
|
+73%
|
|
|
313
|
Persistent Asset Partners
Hong Kong
|
$12.6K
|
+$11.7K
|
+430
|
New
|
|
|
314
|
Institute for Wealth Management
Denver,
Colorado
|
$10.9K
|
+$10.1K
|
+372
|
New
|
|
|
315
|
Clearstead Trust
Portland,
Maine
|
$9.61K
|
+$8.92K
|
+328
|
New
|
|
|
316
|
Meeder Asset Management
Dublin,
Ohio
|
$9.4K
|
–
|
–
|
–
|
|
|
317
|
Highline Wealth Partners
Sherman Oaks,
California
|
$7.62K
|
–
|
–
|
–
|
|
|
318
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$7.38K
|
+$326
|
+12
|
+5%
|
|
|
319
|
Private Trust Company
Cleveland,
Ohio
|
$7.38K
|
+$4.35K
|
+160
|
+174%
|
|
|
320
|
CVA Family Office
Denver,
Colorado
|
$6.86K
|
+$2.12K
|
+78
|
+50%
|
|
|
321
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.56K
|
-$626
|
-23
|
-9%
|
|
|
322
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$6.56K
|
–
|
–
|
–
|
|
|
323
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5.6K
|
–
|
–
|
–
|
|
|
324
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$5.45K
|
-$2.8K
|
-103
|
-36%
|
|
|
325
|
AssetMark Inc
Concord,
California
|
$5.45K
|
–
|
–
|
–
|
|
