|
301
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.67M
|
-$168K
|
-1,650
|
-9%
|
|
|
302
|
Main Management
San Francisco,
California
|
$1.64M
|
+$597K
|
+5,866
|
+57%
|
|
|
303
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.64M
|
+$1.01M
|
+9,930
|
+163%
|
|
|
304
|
Westwood Holdings Group
Dallas,
Texas
|
$1.63M
|
–
|
–
|
–
|
|
|
305
|
Allen Capital Group
Grand Island,
Nebraska
|
$1.62M
|
-$5.74M
|
-56,413
|
-78%
|
|
|
306
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.59M
|
+$152K
|
+1,494
|
+11%
|
|
|
307
|
Private Trust Company
Cleveland,
Ohio
|
$1.57M
|
+$96.9K
|
+952
|
+7%
|
|
|
308
|
|
$1.57M
|
–
|
–
|
–
|
|
|
309
|
First Allied Advisory Services
San Diego,
California
|
$1.5M
|
+$699K
|
+6,867
|
+88%
|
|
|
310
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.46M
|
+$1.46M
|
+14,355
|
New
|
|
|
311
|
Matthew Hamilton Rosenberg
|
$1.46M
|
-$21.6K
|
-212
|
-1%
|
|
|
312
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.43M
|
+$64.9K
|
+637
|
+5%
|
|
|
313
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.42M
|
-$2.43M
|
-23,849
|
-63%
|
|
|
314
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.4M
|
+$79.5K
|
+781
|
+6%
|
|
|
315
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.4M
|
-$3.01M
|
-29,529
|
-68%
|
|
|
316
|
RDA Financial Network
Akron,
Iowa
|
$1.36M
|
+$21.3K
|
+209
|
+2%
|
|
|
317
|
Lido Advisors
Los Angeles,
California
|
$1.36M
|
-$2.12M
|
-20,795
|
-61%
|
|
|
318
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.35M
|
+$135K
|
+1,327
|
+11%
|
|
|
319
|
Belpointe Asset Management
Reno,
Nevada
|
$1.33M
|
+$268K
|
+2,634
|
+25%
|
|
|
320
|
ACG Wealth
Atlanta,
Georgia
|
$1.3M
|
-$48.6K
|
-477
|
-4%
|
|
|
321
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.29M
|
-$47.5K
|
-466
|
-4%
|
|
|
322
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.28M
|
+$329K
|
+3,232
|
+35%
|
|
|
323
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$1.25M
|
-$446K
|
-4,378
|
-26%
|
|
|
324
|
DeDora Capital
Napa,
California
|
$1.25M
|
-$44.6K
|
-438
|
-3%
|
|
|
325
|
Intellectus Partners
San Francisco,
California
|
$1.24M
|
+$1.24M
|
+12,172
|
New
|
|
