|
301
|
Fidelity Investments
Boston,
Massachusetts
|
$408K
|
+$150K
|
+4,561
|
+64%
|
|
|
302
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$390K
|
+$369K
|
+11,193
|
New
|
|
|
303
|
Diversified Trust
Memphis,
Tennessee
|
$384K
|
+$362K
|
+11,000
|
New
|
|
|
304
|
Insigneo Advisory Services
Miami,
Florida
|
$381K
|
+$9.98K
|
+303
|
+3%
|
|
|
305
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$369K
|
+$12.5K
|
+380
|
+4%
|
|
|
306
|
Sovereign Financial Group
Stamford,
Connecticut
|
$367K
|
+$347K
|
+10,525
|
New
|
|
|
307
|
Dentgroup
Baton Rouge,
Louisiana
|
$364K
|
+$343K
|
+10,428
|
New
|
|
|
308
|
MGO One Seven
Beachwood,
Ohio
|
$359K
|
+$339K
|
+10,299
|
New
|
|
|
309
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$352K
|
-$8.63K
|
-262
|
-3%
|
|
|
310
|
Lodestar Private Asset Management
Alamo,
California
|
$347K
|
+$9.88K
|
+300
|
+3%
|
|
|
311
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$346K
|
+$51.5K
|
+1,564
|
+19%
|
|
|
312
|
W Advisors LLC
Germantown,
Tennessee
|
$344K
|
+$325K
|
+9,871
|
New
|
|
|
313
|
Mission Wealth Management
Santa Barbara,
California
|
$341K
|
–
|
–
|
–
|
|
|
314
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$324K
|
-$5.76K
|
-175
|
-2%
|
|
|
315
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$323K
|
-$11.2K
|
-340
|
-4%
|
|
|
316
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$323K
|
+$304K
|
+9,246
|
New
|
|
|
317
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$319K
|
+$301K
|
+9,152
|
New
|
|
|
318
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$318K
|
–
|
–
|
–
|
|
|
319
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$303K
|
+$286K
|
+8,692
|
New
|
|
|
320
|
Glenview Trust
Louisville,
Kentucky
|
$301K
|
-$3.29K
|
-100
|
-1%
|
|
|
321
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$298K
|
-$73K
|
-2,217
|
-21%
|
|
|
322
|
Aspire Private Capital
Cornelius,
North Carolina
|
$295K
|
+$279K
|
+8,462
|
New
|
|
|
323
|
New Century Financial Group
Princeton,
New Jersey
|
$295K
|
+$11.5K
|
+349
|
+4%
|
|
|
324
|
EQ LLC
Bellevue,
Washington
|
$294K
|
+$278K
|
+8,432
|
New
|
|
|
325
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
