|
301
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$7.14M
|
+$7.19M
|
+55,499
|
New
|
|
|
302
|
Hardy Reed
Tupelo,
Mississippi
|
$7.14M
|
-$349K
|
-2,699
|
-5%
|
|
|
303
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$7.12M
|
+$13.6K
|
+105
|
+0.2%
|
|
|
304
|
Lynch & Associates
Newburgh,
Indiana
|
$7.12M
|
-$196K
|
-1,517
|
-3%
|
|
|
305
|
Principal Securities
Des Moines,
Iowa
|
$7.05M
|
+$1.31M
|
+10,102
|
+23%
|
|
|
306
|
Hassell Wealth Management
Houma,
Louisiana
|
$6.98M
|
+$88.2K
|
+681
|
+1%
|
|
|
307
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$6.97M
|
–
|
–
|
–
|
|
|
308
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$6.91M
|
+$481K
|
+3,713
|
+7%
|
|
|
309
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.9M
|
-$132K
|
-1,023
|
-2%
|
|
|
310
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.9M
|
-$132K
|
-1,023
|
-2%
|
|
|
311
|
Claris Advisors
St. Louis,
Missouri
|
$6.87M
|
+$574K
|
+4,435
|
+9%
|
|
|
312
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$6.84M
|
-$147K
|
-1,135
|
-2%
|
|
|
313
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$6.82M
|
-$2.03M
|
-15,685
|
-23%
|
|
|
314
|
EP Wealth Advisors
Torrance,
California
|
$6.79M
|
+$4.14M
|
+31,979
|
+154%
|
|
|
315
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$6.64M
|
-$52.3K
|
-404
|
-0.8%
|
|
|
316
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.58M
|
-$655K
|
-5,056
|
-9%
|
|
|
317
|
Westwood Holdings Group
Dallas,
Texas
|
$6.56M
|
–
|
–
|
–
|
|
|
318
|
Ironwood Financial
Tucson,
Arizona
|
$6.53M
|
-$218K
|
-1,684
|
-3%
|
|
|
319
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$6.51M
|
+$44.5K
|
+344
|
+0.7%
|
|
|
320
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.44M
|
-$118K
|
-910
|
-2%
|
|
|
321
|
Capital Planning
Bellevue,
Washington
|
$6.36M
|
-$112K
|
-864
|
-2%
|
|
|
322
|
SCS Capital Management
Boston,
Massachusetts
|
$6.36M
|
+$129
|
+1
|
+0%
|
|
|
323
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.31M
|
+$3.09M
|
+23,880
|
+95%
|
|
|
324
|
DKM Wealth Management
Stockton,
California
|
$6.28M
|
+$6.32M
|
+48,791
|
New
|
|
|
325
|
Davidson Investment Advisors
Great Falls,
Montana
|
$6.21M
|
+$87K
|
+672
|
+1%
|
|
