|
301
|
Tobias Financial Advisors
Plantation,
Florida
|
$7.39M
|
+$513K
|
+9,320
|
+7%
|
|
|
302
|
Valeo Financial Advisors
Carmel,
Indiana
|
$7.39M
|
+$84.9K
|
+1,544
|
+1%
|
|
|
303
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$7.23M
|
+$6.43M
|
+116,820
|
+646%
|
|
|
304
|
Summit X LLC
Chesterfield,
Missouri
|
$7.18M
|
+$1.79M
|
+32,588
|
+33%
|
|
|
305
|
JMG Financial Group
Downers Grove,
Illinois
|
$7.17M
|
+$112K
|
+2,040
|
+2%
|
|
|
306
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$7.15M
|
-$38.5K
|
-700
|
-0.5%
|
|
|
307
|
Linscomb Wealth
Houston,
Texas
|
$7.05M
|
+$266K
|
+4,844
|
+4%
|
|
|
308
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$7.01M
|
+$1.39M
|
+25,328
|
+38%
|
|
|
309
|
Oppenheimer & Co
New York
|
$7.01M
|
+$844K
|
+15,352
|
+13%
|
|
|
310
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.94M
|
+$3.03M
|
+55,076
|
+74%
|
|
|
311
|
Highland Financial Advisors
Wayne,
New Jersey
|
$6.93M
|
-$1.17M
|
-21,360
|
-14%
|
|
|
312
|
Cresta Advisors
Laredo,
Texas
|
$6.91M
|
-$362K
|
-6,588
|
-5%
|
|
|
313
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
$6.9M
|
–
|
–
|
–
|
|
|
314
|
Smith, Moore & Co
Clayton,
Missouri
|
$6.83M
|
+$1.3M
|
+23,680
|
+23%
|
|
|
315
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.82M
|
+$166K
|
+3,012
|
+2%
|
|
|
316
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$6.78M
|
+$136K
|
+2,480
|
+2%
|
|
|
317
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$6.77M
|
+$3.12M
|
+56,660
|
+81%
|
|
|
318
|
Choate Investment Advisors
Boston,
Massachusetts
|
$6.68M
|
+$308K
|
+5,600
|
+5%
|
|
|
319
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$6.65M
|
-$29.3K
|
-532
|
-0.4%
|
|
|
320
|
FLC Capital Advisors
Palm Desert,
California
|
$6.61M
|
-$116K
|
-2,108
|
-2%
|
|
|
321
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$6.6M
|
-$451K
|
-8,200
|
-6%
|
|
|
322
|
Pitcairn
Conshohocken,
Pennsylvania
|
$6.58M
|
+$936K
|
+17,008
|
+16%
|
|
|
323
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.56M
|
-$91.5K
|
-1,664
|
-1%
|
|
|
324
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$6.56M
|
+$646K
|
+11,748
|
+11%
|
|
|
325
|
Busey Bank
Urbana,
Illinois
|
$6.55M
|
-$1.71M
|
-31,052
|
-20%
|
|
