|
301
|
True Vision MN
Woodbury,
Minnesota
|
$3.01M
|
-$123K
|
-834
|
-4%
|
|
|
302
|
NWAM LLC
Mercer Island,
Washington
|
$2.99M
|
+$2.9M
|
+19,720
|
New
|
|
|
303
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.98M
|
+$843K
|
+5,732
|
+41%
|
|
|
304
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.93M
|
-$13.5K
|
-92
|
-0.5%
|
|
|
305
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$2.92M
|
-$60.6K
|
-412
|
-2%
|
|
|
306
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.91M
|
-$54.4K
|
-370
|
-2%
|
|
|
307
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.89M
|
-$772K
|
-5,251
|
-22%
|
|
|
308
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$2.87M
|
+$15.7K
|
+107
|
+0.6%
|
|
|
309
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2.86M
|
-$321K
|
-2,186
|
-10%
|
|
|
310
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.85M
|
+$29.4K
|
+200
|
+1%
|
|
|
311
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.85M
|
-$491K
|
-3,340
|
-15%
|
|
|
312
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$2.84M
|
+$14K
|
+95
|
+0.5%
|
|
|
313
|
Citadel Advisors
Miami,
Florida
|
$2.83M
|
+$2.72M
|
+18,519
|
+13,924%
|
|
|
314
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.74M
|
-$33.8K
|
-230
|
-1%
|
|
|
315
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$2.71M
|
–
|
–
|
–
|
|
|
316
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.69M
|
+$39.1K
|
+266
|
+2%
|
|
|
317
|
Mosley Wealth Management
Anaheim,
California
|
$2.68M
|
+$341K
|
+2,316
|
+16%
|
|
|
318
|
First United Bank & Trust
Oakland,
Maryland
|
$2.67M
|
-$20.6K
|
-140
|
-0.8%
|
|
|
319
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$2.67M
|
+$400K
|
+2,718
|
+18%
|
|
|
320
|
MGO One Seven
Beachwood,
Ohio
|
$2.65M
|
-$655K
|
-4,453
|
-20%
|
|
|
321
|
Waverly Advisors
Birmingham,
Alabama
|
$2.64M
|
-$2.18M
|
-14,816
|
-46%
|
|
|
322
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.63M
|
+$55.3K
|
+376
|
+2%
|
|
|
323
|
Global Retirement Partners
San Rafael,
California
|
$2.61M
|
+$242K
|
+1,649
|
+11%
|
|
|
324
|
Promethium Advisors
Bethesda,
Maryland
|
$2.56M
|
+$2.48M
|
+16,870
|
New
|
|
|
325
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.56M
|
-$404K
|
-2,745
|
-14%
|
|
