|
351
|
Level Four Advisory Services
Dallas,
Texas
|
$686K
|
+$49.2K
|
+1,841
|
+8%
|
|
|
352
|
RIA Advisory Group
Des Moines,
Iowa
|
$685K
|
+$639K
|
+23,911
|
New
|
|
|
353
|
Lane Generational
Dover,
Massachusetts
|
$674K
|
+$58.1K
|
+2,173
|
+10%
|
|
|
354
|
Perigon Wealth Management
San Francisco,
California
|
$669K
|
-$5.32K
|
-199
|
-0.8%
|
|
|
355
|
Private Portfolio Partners
Paramus,
New Jersey
|
$658K
|
-$435K
|
-16,283
|
-42%
|
|
|
356
|
MBL Wealth
Charlotte,
North Carolina
|
$653K
|
+$609K
|
+22,800
|
New
|
|
|
357
|
Lavaca Capital
Houston,
Texas
|
$650K
|
+$606K
|
+22,667
|
New
|
|
|
358
|
SVB Wealth
Boston,
Massachusetts
|
$649K
|
-$82.7K
|
-3,094
|
-12%
|
|
|
359
|
Keating Investment Counselors
Delray Beach,
Florida
|
$646K
|
–
|
–
|
–
|
|
|
360
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$637K
|
+$16.2K
|
+607
|
+3%
|
|
|
361
|
Horizon Kinetics Asset Management
New York
|
$624K
|
-$59.6K
|
-2,231
|
-9%
|
|
|
362
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$617K
|
-$10.7K
|
-402
|
-2%
|
|
|
363
|
Financial Sense Advisors
San Diego,
California
|
$609K
|
+$337K
|
+12,621
|
+146%
|
|
|
364
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$604K
|
+$55.3K
|
+2,069
|
+11%
|
|
|
365
|
HCR Wealth Advisors
Los Angeles,
California
|
$604K
|
-$181K
|
-6,788
|
-24%
|
|
|
366
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$604K
|
–
|
–
|
–
|
|
|
367
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$599K
|
+$83.9K
|
+3,137
|
+18%
|
|
|
368
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$594K
|
+$554K
|
+20,715
|
New
|
|
|
369
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$589K
|
+$58.3K
|
+2,180
|
+12%
|
|
|
370
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$589K
|
-$73.2K
|
-2,740
|
-12%
|
|
|
371
|
Argent Trust Co
Nashville,
Tennessee
|
$589K
|
–
|
–
|
–
|
|
|
372
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$585K
|
-$19.2K
|
-720
|
-3%
|
|
|
373
|
Spartan Fund Management
Toronto, Ontario,
Canada
|
$574K
|
–
|
–
|
–
|
|
|
374
|
Global Endowment Management
Charlotte,
North Carolina
|
$573K
|
–
|
–
|
–
|
|
|
375
|
Caption Management
Oklahoma City,
Oklahoma
|
$573K
|
+$535K
|
+20,000
|
New
|
|
