|
301
|
MBE Wealth Management
Tomah,
Wisconsin
|
$609K
|
-$498K
|
-4,032
|
-41%
|
|
|
302
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$606K
|
-$307K
|
-2,482
|
-30%
|
|
|
303
|
Merit Financial Group
Alpharetta,
Georgia
|
$604K
|
+$702K
|
+5,676
|
New
|
|
|
304
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$593K
|
-$42.6K
|
-345
|
-6%
|
|
|
305
|
Arax Advisory Partners
Denver,
Colorado
|
$593K
|
+$462K
|
+3,737
|
+204%
|
|
|
306
|
9258 Wealth Management
Blue Ash,
Ohio
|
$592K
|
-$98.9K
|
-800
|
-14%
|
|
|
307
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$584K
|
+$678K
|
+5,483
|
New
|
|
|
308
|
Vivid Financial Management
Orcutt,
California
|
$581K
|
-$276K
|
-2,235
|
-29%
|
|
|
309
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$575K
|
+$668K
|
+5,401
|
New
|
|
|
310
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$559K
|
+$54K
|
+437
|
+9%
|
|
|
311
|
S&T Bank
Indiana,
Pennsylvania
|
$548K
|
+$636K
|
+5,146
|
New
|
|
|
312
|
Client 1st Advisory Group
Dunedin,
Florida
|
$543K
|
-$820K
|
-6,635
|
-57%
|
|
|
313
|
CreativeOne Wealth
Overland Park,
Kansas
|
$543K
|
+$377K
|
+3,049
|
+148%
|
|
|
314
|
Osborne Partners Capital Management
San Francisco,
California
|
$536K
|
–
|
–
|
–
|
|
|
315
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$531K
|
-$522K
|
-4,223
|
-46%
|
|
|
316
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$530K
|
–
|
–
|
–
|
|
|
317
|
|
$529K
|
-$950K
|
-7,690
|
-61%
|
|
|
318
|
Corbett Road Capital Management
Mclean,
Virginia
|
$524K
|
-$516K
|
-4,173
|
-46%
|
|
|
319
|
HSBC Holdings
London,
United Kingdom
|
$523K
|
-$1.15M
|
-9,329
|
-66%
|
|
|
320
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$522K
|
-$439K
|
-3,552
|
-42%
|
|
|
321
|
CRA Financial Services
Northfield,
New Jersey
|
$514K
|
-$6.18K
|
-50
|
-1%
|
|
|
322
|
TAP Consulting
Kirkwood,
Missouri
|
$509K
|
-$1.41M
|
-11,394
|
-70%
|
|
|
323
|
Allen Capital Group
Grand Island,
Nebraska
|
$505K
|
+$386K
|
+3,121
|
+192%
|
|
|
324
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$503K
|
+$2.97K
|
+24
|
+0.5%
|
|
|
325
|
Creative Planning
Overland Park,
Kansas
|
$489K
|
-$183K
|
-1,478
|
-24%
|
|
