|
301
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$1.16M
|
-$17.4K
|
-315
|
-2%
|
|
|
302
|
Knightsbridge Asset Management
Newport Beach,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
303
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$1.14M
|
-$16.8K
|
-305
|
-2%
|
|
|
304
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.14M
|
-$37.5K
|
-680
|
-3%
|
|
|
305
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$1.12M
|
+$731K
|
+13,255
|
+211%
|
|
|
306
|
United Advisor Group
Cincinnati,
Ohio
|
$1.12M
|
+$74.5K
|
+1,350
|
+7%
|
|
|
307
|
LifeSteps Financial
Claremont,
California
|
$1.11M
|
-$91.6K
|
-1,660
|
-8%
|
|
|
308
|
Liberty Wealth Management
Oakland,
California
|
$1.1M
|
-$880K
|
-15,945
|
-45%
|
|
|
309
|
Mutual Advisors
Omaha,
Nebraska
|
$1.08M
|
+$218K
|
+3,955
|
+27%
|
|
|
310
|
|
$1.08M
|
–
|
–
|
–
|
|
|
311
|
Corient Private Wealth
Miami,
Florida
|
$1.08M
|
-$41.7K
|
-755
|
-4%
|
|
|
312
|
Continuum Advisory
Eagle,
Idaho
|
$1.07M
|
-$1.53M
|
-27,670
|
-60%
|
|
|
313
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.07M
|
+$87.7K
|
+1,590
|
+9%
|
|
|
314
|
|
$1.07M
|
-$18.8K
|
-340
|
-2%
|
|
|
315
|
Grimes & Company
Westborough,
Massachusetts
|
$1.07M
|
+$123K
|
+2,230
|
+14%
|
|
|
316
|
Advisory Services Network
Atlanta,
Georgia
|
$1.06M
|
+$4.41K
|
+80
|
+0.4%
|
|
|
317
|
Wealthstream Advisors
New York
|
$1.03M
|
–
|
–
|
–
|
|
|
318
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.03M
|
+$276
|
+5
|
+0%
|
|
|
319
|
Diversify Advisory Services
Sandy,
Utah
|
$1.02M
|
+$987K
|
+17,880
|
New
|
|
|
320
|
Vontobel Holding
Zurich,
Switzerland
|
$1M
|
-$621K
|
-11,255
|
-39%
|
|
|
321
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$996K
|
-$41.7K
|
-755
|
-4%
|
|
|
322
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$995K
|
–
|
–
|
–
|
|
|
323
|
Insight Advisors
Newtown,
Pennsylvania
|
$992K
|
+$25.1K
|
+455
|
+3%
|
|
|
324
|
Belpointe Asset Management
Reno,
Nevada
|
$987K
|
-$3.59K
|
-65
|
-0.4%
|
|
|
325
|
Epic Trust Investment Advisors
Richland,
Washington
|
$980K
|
-$157K
|
-2,840
|
-14%
|
|
