|
301
|
Hutchinson Capital Management
San Rafael,
California
|
$1.67M
|
+$1.66M
|
+25,437
|
New
|
|
|
302
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.66M
|
+$72.2K
|
+1,109
|
+5%
|
|
|
303
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.66M
|
+$40.5K
|
+623
|
+3%
|
|
|
304
|
Advisor Resource Council
Dallas,
Texas
|
$1.65M
|
-$6.42M
|
-98,621
|
-80%
|
|
|
305
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.65M
|
–
|
–
|
–
|
|
|
306
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.63M
|
+$476K
|
+7,320
|
+42%
|
|
|
307
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.63M
|
+$525K
|
+8,072
|
+48%
|
|
|
308
|
Independent Financial Group
San Diego,
California
|
$1.61M
|
+$704K
|
+10,825
|
+78%
|
|
|
309
|
Guggenheim Capital
Chicago,
Illinois
|
$1.6M
|
+$1.59M
|
+24,416
|
New
|
|
|
310
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.58M
|
-$267K
|
-4,105
|
-15%
|
|
|
311
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$1.56M
|
+$2.99K
|
+46
|
+0.2%
|
|
|
312
|
Valicenti Advisory Services
Elmira,
New York
|
$1.55M
|
-$31.4K
|
-482
|
-2%
|
|
|
313
|
Quartz Partners
Saratoga Springs,
New York
|
$1.53M
|
+$42.2K
|
+648
|
+3%
|
|
|
314
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.53M
|
-$485K
|
-7,459
|
-24%
|
|
|
315
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.48M
|
–
|
–
|
–
|
|
|
316
|
Simplicity Wealth
Summit,
New Jersey
|
$1.47M
|
+$1.46M
|
+22,492
|
New
|
|
|
317
|
Vantage Point Financial
Lisle,
Illinois
|
$1.47M
|
+$1.46M
|
+22,477
|
New
|
|
|
318
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.46M
|
+$472K
|
+7,254
|
+48%
|
|
|
319
|
Robinson Value Management
San Antonio,
Texas
|
$1.45M
|
-$368K
|
-5,661
|
-20%
|
|
|
320
|
HSBC Holdings
London,
United Kingdom
|
$1.45M
|
+$1.44M
|
+22,093
|
New
|
|
|
321
|
Synergy Asset Management
Vancouver,
Washington
|
$1.44M
|
+$1.43M
|
+22,019
|
New
|
|
|
322
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.44M
|
–
|
–
|
–
|
|
|
323
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.43M
|
+$65
|
+1
|
+0%
|
|
|
324
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.43M
|
+$53.2K
|
+818
|
+4%
|
|
|
325
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.43M
|
-$25.1K
|
-385
|
-2%
|
|
