|
301
|
Waverly Advisors
Birmingham,
Alabama
|
$484K
|
+$484K
|
+19,977
|
New
|
|
|
302
|
Lee Financial
Dallas,
Texas
|
$469K
|
+$468K
|
+19,330
|
New
|
|
|
303
|
Summit Financial
Parsippany,
New Jersey
|
$461K
|
+$461K
|
+19,023
|
New
|
|
|
304
|
Alterna Wealth Management
Houston,
Texas
|
$454K
|
-$104K
|
-4,288
|
-19%
|
|
|
305
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$447K
|
-$765K
|
-31,561
|
-63%
|
|
|
306
|
Cloud Capital Management
Seattle,
Washington
|
$447K
|
+$141K
|
+5,817
|
+46%
|
|
|
307
|
Klingman & Associates
New York
|
$446K
|
-$17.3M
|
-712,284
|
Closed
|
|
|
308
|
Clearstead Trust
Portland,
Maine
|
$440K
|
+$8.09K
|
+334
|
+2%
|
|
|
309
|
Principal Securities
Des Moines,
Iowa
|
$440K
|
-$12.1K
|
-500
|
-3%
|
|
|
310
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$436K
|
-$96.9K
|
-4,000
|
-18%
|
|
|
311
|
KPP Advisory Services
Louisville,
Kentucky
|
$427K
|
+$60.6K
|
+2,500
|
+17%
|
|
|
312
|
Stockman Wealth Management
Billings,
Montana
|
$414K
|
-$26.6K
|
-1,098
|
-6%
|
|
|
313
|
Strategic Blueprint
Atlanta,
Georgia
|
$410K
|
-$5.33K
|
-220
|
-1%
|
|
|
314
|
Mutual Advisors
Omaha,
Nebraska
|
$405K
|
-$87.6K
|
-3,613
|
-18%
|
|
|
315
|
Focus Financial Network
Minneapolis,
Minnesota
|
$396K
|
–
|
–
|
–
|
|
|
316
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$393K
|
–
|
–
|
–
|
|
|
317
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$392K
|
+$36.8K
|
+1,517
|
+10%
|
|
|
318
|
Meridian Wealth Management
Lexington,
Kentucky
|
$385K
|
+$67.6K
|
+2,791
|
+21%
|
|
|
319
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$385K
|
+$158K
|
+6,505
|
+69%
|
|
|
320
|
Wiregrass Investment Management
Thomasville,
Georgia
|
$381K
|
–
|
–
|
–
|
|
|
321
|
Koshinski Asset Management
Decatur,
Illinois
|
$377K
|
+$36K
|
+1,486
|
+11%
|
|
|
322
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$375K
|
-$300K
|
-12,388
|
-44%
|
|
|
323
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$368K
|
+$12.1K
|
+500
|
+3%
|
|
|
324
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$367K
|
–
|
–
|
–
|
|
|
325
|
Summitry LLC
Foster City,
California
|
$363K
|
+$82.4K
|
+3,400
|
+29%
|
|
