|
301
|
IEQ Capital
Foster City,
California
|
$3.3M
|
–
|
–
|
–
|
|
|
302
|
NWAM LLC
Mercer Island,
Washington
|
$3.29M
|
+$142K
|
+896
|
+5%
|
|
|
303
|
Northeast Financial Consultants
Westport,
Connecticut
|
$3.28M
|
–
|
–
|
–
|
|
|
304
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3.21M
|
-$311K
|
-1,967
|
-9%
|
|
|
305
|
Cobblestone Asset Management
Richmond,
Virginia
|
$3.2M
|
-$366K
|
-2,315
|
-10%
|
|
|
306
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$3.19M
|
–
|
–
|
–
|
|
|
307
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.1M
|
+$60.4K
|
+382
|
+2%
|
|
|
308
|
True Vision MN
Woodbury,
Minnesota
|
$3.1M
|
-$72.2K
|
-456
|
-2%
|
|
|
309
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$3.09M
|
+$3.06M
|
+19,347
|
New
|
|
|
310
|
Natixis Advisors
Boston,
Massachusetts
|
$3.08M
|
+$506K
|
+3,197
|
+20%
|
|
|
311
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.06M
|
+$63.3K
|
+400
|
+2%
|
|
|
312
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$3.04M
|
+$274K
|
+1,730
|
+10%
|
|
|
313
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$3.03M
|
+$3.01M
|
+19,021
|
New
|
|
|
314
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$3.03M
|
+$3.01M
|
+19,011
|
New
|
|
|
315
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$3.02M
|
+$22.5K
|
+142
|
+0.8%
|
|
|
316
|
KKM Financial
Chicago,
Illinois
|
$3.01M
|
-$577K
|
-3,644
|
-16%
|
|
|
317
|
Condor Capital Management
Martinsville,
New Jersey
|
$3M
|
-$65.3K
|
-413
|
-2%
|
|
|
318
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3M
|
–
|
–
|
–
|
|
|
319
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$2.99M
|
+$3.11M
|
+19,662
|
New
|
|
|
320
|
Cresset Asset Management
Chicago,
Illinois
|
$2.98M
|
-$752K
|
-4,753
|
-20%
|
|
|
321
|
Pinnacle Associates
New York
|
$2.98M
|
+$7.12K
|
+45
|
+0.2%
|
|
|
322
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.95M
|
-$195K
|
-1,234
|
-6%
|
|
|
323
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$2.92M
|
+$2.9M
|
+18,307
|
New
|
|
|
324
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.92M
|
+$88.8K
|
+561
|
+3%
|
|
|
325
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$2.91M
|
-$110K
|
-698
|
-4%
|
|
