|
301
|
WBH Advisory
Baltimore,
Maryland
|
$4.7M
|
+$3.62M
|
+12,119
|
+768%
|
|
|
302
|
Modus Advisors
Excelsior,
Minnesota
|
$4.69M
|
+$188K
|
+629
|
+5%
|
|
|
303
|
Oxford Wealth Group
Orlando,
Florida
|
$4.69M
|
-$952K
|
-3,190
|
-19%
|
|
|
304
|
Silver Oak Securities
Jackson,
Tennessee
|
$4.65M
|
+$3.47M
|
+11,636
|
+600%
|
|
|
305
|
SigFig Wealth Management
San Francisco,
California
|
$4.65M
|
-$1.38M
|
-4,636
|
-25%
|
|
|
306
|
Trust Company
Manhattan,
Kansas
|
$4.56M
|
-$238K
|
-796
|
-6%
|
|
|
307
|
Genesee Capital Advisors
Auburn,
New York
|
$4.53M
|
+$339K
|
+1,137
|
+9%
|
|
|
308
|
Resolute Wealth Advisor
Findlay,
Ohio
|
$4.51M
|
–
|
–
|
–
|
|
|
309
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$4.48M
|
+$945K
|
+3,166
|
+32%
|
|
|
310
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$4.42M
|
-$386K
|
-1,295
|
-9%
|
|
|
311
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$4.42M
|
+$1.1M
|
+3,670
|
+40%
|
|
|
312
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$4.4M
|
+$11.6K
|
+39
|
+0.3%
|
|
|
313
|
Clearview Wealth Management
Irvine,
California
|
$4.36M
|
-$300K
|
-1,006
|
-7%
|
|
|
314
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$4.33M
|
+$403K
|
+1,350
|
+12%
|
|
|
315
|
Cypress Wealth Services
Palm Desert,
California
|
$4.3M
|
-$824K
|
-2,762
|
-18%
|
|
|
316
|
Basso Capital Management
Stamford,
Connecticut
|
$4.27M
|
+$3.71M
|
+12,447
|
New
|
|
|
317
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$4.2M
|
+$3.66M
|
+12,257
|
New
|
|
|
318
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.14M
|
-$2.38M
|
-7,962
|
-40%
|
|
|
319
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$4.08M
|
-$1.33M
|
-4,473
|
-27%
|
|
|
320
|
Polaris Investment Advisors
Framingham,
Massachusetts
|
$4.07M
|
-$568K
|
-1,904
|
-14%
|
|
|
321
|
Davenport & Co
Richmond,
Virginia
|
$4.07M
|
+$868K
|
+2,910
|
+32%
|
|
|
322
|
Simplicity Wealth
Summit,
New Jersey
|
$4.06M
|
-$320K
|
-1,072
|
-8%
|
|
|
323
|
Citadel Advisors
Miami,
Florida
|
$4.06M
|
-$12.7M
|
-42,695
|
-78%
|
|
|
324
|
Whipplewood Advisors
Littleton,
Colorado
|
$4.05M
|
-$517K
|
-1,733
|
-13%
|
|
|
325
|
Intrust Bank
Wichita,
Kansas
|
$4M
|
-$121K
|
-404
|
-3%
|
|
