|
301
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$4.59M
|
+$4.07M
|
+36,090
|
+621%
|
|
|
302
|
Wedbush Securities
Los Angeles,
California
|
$4.58M
|
+$809K
|
+7,164
|
+21%
|
|
|
303
|
Whittier Trust
South Pasadena,
California
|
$4.56M
|
-$636K
|
-5,638
|
-12%
|
|
|
304
|
SWMG LLC
Fort Worth,
Texas
|
$4.55M
|
+$901K
|
+7,981
|
+24%
|
|
|
305
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$4.55M
|
-$28.6M
|
-253,277
|
-86%
|
|
|
306
|
Valmark Advisers
Akron,
Ohio
|
$4.53M
|
+$459K
|
+4,067
|
+11%
|
|
|
307
|
Arden Trust
Wilmington,
Delaware
|
$4.53M
|
+$1.08M
|
+9,559
|
+30%
|
|
|
308
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$4.5M
|
-$260K
|
-2,307
|
-5%
|
|
|
309
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.5M
|
+$863K
|
+7,644
|
+23%
|
|
|
310
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$4.47M
|
+$148K
|
+1,308
|
+3%
|
|
|
311
|
WealthSource Partners
San Luis Obispo,
California
|
$4.46M
|
-$958K
|
-8,490
|
-17%
|
|
|
312
|
Narus Financial Partners
Salt Lake City,
Utah
|
$4.46M
|
+$4.59M
|
+40,668
|
New
|
|
|
313
|
|
$4.45M
|
+$343K
|
+3,041
|
+8%
|
|
|
314
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.45M
|
-$4.89M
|
-43,297
|
-52%
|
|
|
315
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$4.43M
|
-$229K
|
-2,027
|
-5%
|
|
|
316
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$4.4M
|
-$465K
|
-4,119
|
-9%
|
|
|
317
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$4.36M
|
+$683K
|
+6,050
|
+18%
|
|
|
318
|
Fiduciary Trust
Boston,
Massachusetts
|
$4.35M
|
-$12M
|
-106,669
|
-73%
|
|
|
319
|
Fort Point Capital Partners
San Francisco,
California
|
$4.35M
|
+$3.94M
|
+34,945
|
+741%
|
|
|
320
|
American Century Companies
Kansas City,
Missouri
|
$4.29M
|
-$2.21M
|
-19,600
|
-33%
|
|
|
321
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.27M
|
–
|
–
|
–
|
|
|
322
|
Keystone Wealth Services
Palm Desert,
California
|
$4.25M
|
+$720K
|
+6,384
|
+20%
|
|
|
323
|
William Blair & Company
Chicago,
Illinois
|
$4.23M
|
+$267K
|
+2,365
|
+7%
|
|
|
324
|
KeyBank National Association
Cleveland,
Ohio
|
$4.19M
|
-$267K
|
-2,362
|
-6%
|
|
|
325
|
First Business Financial Services
Madison,
Wisconsin
|
$4.19M
|
-$299K
|
-2,651
|
-6%
|
|
