|
351
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$675K
|
-$69.7K
|
-596
|
-9%
|
|
|
352
|
Crew Capital Management
Cincinnati,
Ohio
|
$672K
|
–
|
–
|
–
|
|
|
353
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$670K
|
-$60.9K
|
-521
|
-8%
|
|
|
354
|
Regions Financial Corp
Birmingham,
Alabama
|
$666K
|
-$390K
|
-3,336
|
-37%
|
|
|
355
|
Knowledge Leaders Capital
Denver,
Colorado
|
$663K
|
+$672K
|
+5,750
|
New
|
|
|
356
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$662K
|
-$1.04M
|
-8,893
|
-61%
|
|
|
357
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$650K
|
+$659K
|
+5,640
|
New
|
|
|
358
|
Aprio Wealth Management
Atlanta,
Georgia
|
$647K
|
+$100K
|
+855
|
+18%
|
|
|
359
|
Beaumont Capital Management
Boston,
Massachusetts
|
$641K
|
+$651K
|
+5,565
|
New
|
|
|
360
|
RDA Financial Network
Akron,
Iowa
|
$640K
|
-$125K
|
-1,071
|
-16%
|
|
|
361
|
Pinnacle Associates
New York
|
$639K
|
+$381K
|
+3,261
|
+143%
|
|
|
362
|
Pathstone Family Office
Englewood,
New Jersey
|
$636K
|
-$29K
|
-248
|
-4%
|
|
|
363
|
4J Wealth Management
Alexandria,
Virginia
|
$633K
|
-$9K
|
-77
|
-1%
|
|
|
364
|
Wintrust Investments
Chicago,
Illinois
|
$631K
|
+$640K
|
+5,475
|
New
|
|
|
365
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$618K
|
+$91.6K
|
+783
|
+17%
|
|
|
366
|
Koshinski Asset Management
Decatur,
Illinois
|
$614K
|
-$167K
|
-1,431
|
-21%
|
|
|
367
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$606K
|
+$180K
|
+1,540
|
+41%
|
|
|
368
|
Clearstead Advisors
Cleveland,
Ohio
|
$604K
|
–
|
–
|
–
|
|
|
369
|
Barber Financial Group
Lenexa,
Kansas
|
$580K
|
+$245K
|
+2,096
|
+71%
|
|
|
370
|
Eastern Bank
Boston,
Massachusetts
|
$576K
|
-$227K
|
-1,944
|
-28%
|
|
|
371
|
Bellecapital
Zurich,
Switzerland
|
$576K
|
–
|
–
|
–
|
|
|
372
|
Excalibur Management
Waltham,
Massachusetts
|
$573K
|
+$30.1K
|
+257
|
+5%
|
|
|
373
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$555K
|
-$301K
|
-2,570
|
-35%
|
|
|
374
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$553K
|
+$561K
|
+4,800
|
New
|
|
|
375
|
Argent Trust Co
Nashville,
Tennessee
|
$540K
|
+$187K
|
+1,600
|
+52%
|
|
