|
301
|
Unionview LLC
Seattle,
Washington
|
$260K
|
+$158
|
+1
|
+0.1%
|
|
|
302
|
Private Ocean
San Rafael,
California
|
$258K
|
+$76.7K
|
+485
|
+48%
|
|
|
303
|
William Blair & Company
Chicago,
Illinois
|
$252K
|
-$897K
|
-5,676
|
-79%
|
|
|
304
|
Madison Wealth Partners
Madison,
Wisconsin
|
$250K
|
+$230K
|
+1,456
|
New
|
|
|
305
|
TrinityPoint Wealth
Milford,
Connecticut
|
$249K
|
+$3.32K
|
+21
|
+1%
|
|
|
306
|
Bell Investment Advisors
Oakland,
California
|
$249K
|
+$316
|
+2
|
+0.1%
|
|
|
307
|
Waverly Advisors
Birmingham,
Alabama
|
$247K
|
+$228K
|
+1,439
|
New
|
|
|
308
|
Frank Rimerman Advisors
Palo Alto,
California
|
$244K
|
–
|
–
|
–
|
|
|
309
|
Barlow Wealth Partners
Louisville,
Kentucky
|
$243K
|
–
|
–
|
–
|
|
|
310
|
NWF Advisory Services
Los Angeles,
California
|
$241K
|
+$316
|
+2
|
+0.1%
|
|
|
311
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$240K
|
–
|
–
|
–
|
|
|
312
|
Western Wealth Management
Golden,
Colorado
|
$240K
|
–
|
–
|
–
|
|
|
313
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$239K
|
-$1.23M
|
-7,757
|
-85%
|
|
|
314
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$238K
|
+$7.12K
|
+45
|
+3%
|
|
|
315
|
Elk River Wealth Management
Denver,
Colorado
|
$238K
|
+$219K
|
+1,386
|
New
|
|
|
316
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$234K
|
+$216K
|
+1,365
|
New
|
|
|
317
|
Roundview Capital
Princeton,
New Jersey
|
$233K
|
–
|
–
|
–
|
|
|
318
|
Copperwynd Financial
Scottsdale,
Arizona
|
$230K
|
+$215K
|
+1,359
|
New
|
|
|
319
|
SignatureFD
Atlanta,
Georgia
|
$229K
|
–
|
–
|
–
|
|
|
320
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$227K
|
+$210K
|
+1,326
|
New
|
|
|
321
|
Able Wealth Management
Toms River,
New Jersey
|
$226K
|
-$25.5K
|
-161
|
-11%
|
|
|
322
|
GGM Financials
Columbus,
Ohio
|
$222K
|
+$205K
|
+1,296
|
New
|
|
|
323
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$222K
|
+$31.6K
|
+200
|
+18%
|
|
|
324
|
Sterling Investment Counsel
Buffalo,
New York
|
$222K
|
+$204K
|
+1,292
|
New
|
|
|
325
|
Regal Investment Advisors
Kentwood,
Michigan
|
$219K
|
+$202K
|
+1,276
|
New
|
|
