|
301
|
Holistic Planning
Nacogdoches,
Texas
|
$1.38M
|
-$39K
|
-687
|
-3%
|
|
|
302
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.36M
|
–
|
–
|
–
|
|
|
303
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
304
|
Astoria Portfolio Advisors
New York
|
$1.31M
|
-$350K
|
-6,161
|
-23%
|
|
|
305
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.31M
|
+$42.8K
|
+753
|
+4%
|
|
|
306
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.3M
|
+$116K
|
+2,038
|
+11%
|
|
|
307
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.3M
|
+$6.02K
|
+106
|
+0.5%
|
|
|
308
|
Carret Asset Management
New York
|
$1.3M
|
-$8.52K
|
-150
|
-0.7%
|
|
|
309
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.28M
|
-$99.7K
|
-1,755
|
-8%
|
|
|
310
|
Petix & Botte Financial
La Mesa,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
311
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$1.24M
|
+$1.14M
|
+20,098
|
New
|
|
|
312
|
Apella Capital
West Hartford,
Connecticut
|
$1.24M
|
–
|
–
|
–
|
|
|
313
|
CX Institutional
Auburn,
Indiana
|
$1.22M
|
+$1.12M
|
+19,744
|
New
|
|
|
314
|
MYeCFO
La Jolla,
California
|
$1.22M
|
+$152K
|
+2,673
|
+16%
|
|
|
315
|
Diligent Investors
Redlands,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
316
|
NWAM LLC
Mercer Island,
Washington
|
$1.2M
|
+$314K
|
+5,529
|
+40%
|
|
|
317
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.19M
|
+$1.1M
|
+19,280
|
New
|
|
|
318
|
Atomi Financial Group
New York
|
$1.18M
|
+$395K
|
+6,946
|
+57%
|
|
|
319
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.18M
|
+$723K
|
+12,730
|
+201%
|
|
|
320
|
Per Stirling Capital Management
Austin,
Texas
|
$1.18M
|
-$85.8K
|
-1,510
|
-7%
|
|
|
321
|
MAI Capital Management
Independence,
Ohio
|
$1.17M
|
+$3.41K
|
+60
|
+0.3%
|
|
|
322
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$1.16M
|
+$1.06M
|
+18,743
|
New
|
|
|
323
|
Corient Private Wealth
Miami,
Florida
|
$1.16M
|
+$530K
|
+9,334
|
+99%
|
|
|
324
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1.15M
|
+$278K
|
+4,895
|
+36%
|
|
|
325
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$1.14M
|
+$1.05M
|
+18,467
|
New
|
|
