|
301
|
Transform Wealth
Greenwood Village,
Colorado
|
$2.48M
|
+$2.47M
|
+24,301
|
New
|
|
|
302
|
Forum Financial Management
Lombard,
Illinois
|
$2.43M
|
-$136K
|
-1,341
|
-5%
|
|
|
303
|
Mirador Capital Partners
Pleasanton,
California
|
$2.41M
|
+$23.8K
|
+234
|
+1%
|
|
|
304
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.4M
|
+$460K
|
+4,527
|
+24%
|
|
|
305
|
MAI Capital Management
Independence,
Ohio
|
$2.38M
|
-$27K
|
-266
|
-1%
|
|
|
306
|
EagleClaw Capital Management
Boston,
Massachusetts
|
$2.38M
|
+$76.1K
|
+750
|
+3%
|
|
|
307
|
|
$2.37M
|
+$76.1K
|
+750
|
+3%
|
|
|
308
|
Huntington National Bank
Columbus,
Ohio
|
$2.36M
|
+$30.4K
|
+299
|
+1%
|
|
|
309
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.34M
|
+$107K
|
+1,058
|
+5%
|
|
|
310
|
Beacon Financial Group
Dallas,
Texas
|
$2.33M
|
-$494K
|
-4,865
|
-17%
|
|
|
311
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.33M
|
+$2.23K
|
+22
|
+0.1%
|
|
|
312
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.33M
|
+$111K
|
+1,094
|
+5%
|
|
|
313
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.33M
|
+$39.2K
|
+386
|
+2%
|
|
|
314
|
|
$2.31M
|
-$31.5K
|
-310
|
-1%
|
|
|
315
|
Prudential Financial
Newark,
New Jersey
|
$2.31M
|
+$423K
|
+4,172
|
+23%
|
|
|
316
|
|
$2.3M
|
-$205K
|
-2,023
|
-8%
|
|
|
317
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$2.28M
|
+$6.9K
|
+68
|
+0.3%
|
|
|
318
|
Commerce Bank
Kansas City,
Missouri
|
$2.27M
|
+$31.2K
|
+307
|
+1%
|
|
|
319
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$2.27M
|
-$28.6K
|
-282
|
-1%
|
|
|
320
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$2.27M
|
-$19.5K
|
-192
|
-0.9%
|
|
|
321
|
Arjuna Capital
Durham,
North Carolina
|
$2.25M
|
+$2.24M
|
+22,063
|
New
|
|
|
322
|
Atria Wealth Solutions
New York
|
$2.24M
|
-$337K
|
-3,323
|
-13%
|
|
|
323
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$2.23M
|
-$15.2K
|
-150
|
-0.7%
|
|
|
324
|
AE Wealth Management
Topeka,
Kansas
|
$2.21M
|
-$571K
|
-5,629
|
-21%
|
|
|
325
|
Kahn Brothers Group
New York
|
$2.2M
|
–
|
–
|
–
|
|
