|
301
|
MAI Capital Management
Independence,
Ohio
|
$3M
|
+$39.4K
|
+285
|
+1%
|
|
|
302
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.96M
|
+$807K
|
+5,837
|
+42%
|
|
|
303
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.95M
|
-$280K
|
-2,026
|
-9%
|
|
|
304
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.95M
|
+$40.4K
|
+292
|
+2%
|
|
|
305
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.93M
|
+$104K
|
+750
|
+4%
|
|
|
306
|
Cresset Asset Management
Chicago,
Illinois
|
$2.93M
|
+$28.6K
|
+207
|
+1%
|
|
|
307
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.93M
|
-$464K
|
-3,361
|
-15%
|
|
|
308
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.89M
|
+$2.44M
|
+17,684
|
+1,175%
|
|
|
309
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$2.89M
|
-$34K
|
-246
|
-1%
|
|
|
310
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$2.87M
|
+$2.28M
|
+16,525
|
+644%
|
|
|
311
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$2.84M
|
+$8.57K
|
+62
|
+0.3%
|
|
|
312
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$2.82M
|
+$2.58M
|
+18,666
|
New
|
|
|
313
|
Pinnacle Associates
New York
|
$2.81M
|
+$4.15K
|
+30
|
+0.2%
|
|
|
314
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.8M
|
+$78.8K
|
+570
|
+3%
|
|
|
315
|
Seaview Investment Managers
Miami,
Florida
|
$2.79M
|
-$1.51M
|
-10,899
|
-37%
|
|
|
316
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2.77M
|
-$60.1K
|
-435
|
-2%
|
|
|
317
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.77M
|
-$22.5K
|
-163
|
-0.9%
|
|
|
318
|
EQ LLC
Bellevue,
Washington
|
$2.76M
|
+$174K
|
+1,261
|
+7%
|
|
|
319
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.75M
|
–
|
–
|
–
|
|
|
320
|
Private Trust Company
Cleveland,
Ohio
|
$2.73M
|
+$58.3K
|
+422
|
+2%
|
|
|
321
|
Wealthspire Advisors (New York)
New York
|
$2.71M
|
-$295K
|
-2,133
|
-11%
|
|
|
322
|
Diversify Advisory Services
Sandy,
Utah
|
$2.69M
|
+$268K
|
+1,937
|
+13%
|
|
|
323
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$2.69M
|
-$55.1K
|
-399
|
-2%
|
|
|
324
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.68M
|
+$120K
|
+869
|
+5%
|
|
|
325
|
First United Bank & Trust
Oakland,
Maryland
|
$2.67M
|
-$25.6K
|
-185
|
-1%
|
|
