|
351
|
Summit Trail Advisors
New York
|
$4.8M
|
+$4.5M
|
+89,020
|
+1,491%
|
|
|
352
|
Tradewinds Capital Management
Bellingham,
Washington
|
$4.8M
|
-$662K
|
-13,103
|
-12%
|
|
|
353
|
Advisory Services Network
Atlanta,
Georgia
|
$4.77M
|
+$2.51M
|
+49,632
|
+110%
|
|
|
354
|
Childress Capital Advisors
Houston,
Texas
|
$4.77M
|
-$660K
|
-13,075
|
-12%
|
|
|
355
|
McCarthy Asset Management
Redwood Shores,
California
|
$4.76M
|
-$14.4M
|
-284,649
|
-75%
|
|
|
356
|
Lokken Investment Group
Lewes,
Delaware
|
$4.73M
|
-$275K
|
-5,455
|
-5%
|
|
|
357
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.71M
|
+$184K
|
+3,648
|
+4%
|
|
|
358
|
Centricity Wealth Management
Westerville,
Ohio
|
$4.64M
|
+$4.65M
|
+92,093
|
New
|
|
|
359
|
Triumph Capital Management
Denver,
Colorado
|
$4.63M
|
-$319K
|
-6,325
|
-6%
|
|
|
360
|
Per Stirling Capital Management
Austin,
Texas
|
$4.61M
|
+$114K
|
+2,258
|
+3%
|
|
|
361
|
Apeiron RIA
Dallas,
Texas
|
$4.61M
|
-$277K
|
-5,478
|
-6%
|
|
|
362
|
SlateStone Wealth
Jupiter,
Florida
|
$4.6M
|
–
|
–
|
–
|
|
|
363
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4.58M
|
-$390K
|
-7,728
|
-8%
|
|
|
364
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.52M
|
+$101K
|
+1,996
|
+2%
|
|
|
365
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.47M
|
+$104K
|
+2,068
|
+2%
|
|
|
366
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$4.47M
|
+$3.25M
|
+64,393
|
+265%
|
|
|
367
|
GSB Wealth Management
Guilford,
Connecticut
|
$4.46M
|
+$374K
|
+7,412
|
+9%
|
|
|
368
|
Kingswood Wealth Advisors
San Diego,
California
|
$4.46M
|
+$2.4M
|
+47,538
|
+116%
|
|
|
369
|
MAI Capital Management
Independence,
Ohio
|
$4.46M
|
+$4.47M
|
+88,484
|
New
|
|
|
370
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.43M
|
-$5.94M
|
-117,530
|
-57%
|
|
|
371
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.43M
|
+$538K
|
+10,660
|
+14%
|
|
|
372
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$4.41M
|
+$524K
|
+10,383
|
+13%
|
|
|
373
|
One Capital Management
Westlake Village,
California
|
$4.39M
|
-$49.6K
|
-983
|
-1%
|
|
|
374
|
Skyline Advisors
Bellingham,
Washington
|
$4.39M
|
+$1.81M
|
+35,902
|
+70%
|
|
|
375
|
Auour Investments
Woburn,
Massachusetts
|
$4.38M
|
-$1.99M
|
-39,371
|
-31%
|
|
