|
301
|
Focused Wealth Management
Newburgh,
New York
|
$229K
|
-$7.13K
|
-53
|
-3%
|
|
|
302
|
Gould Asset Management
Claremont,
California
|
$228K
|
+$215K
|
+1,600
|
New
|
|
|
303
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$226K
|
+$269
|
+2
|
+0.1%
|
|
|
304
|
King Wealth Management Group
Naples,
Florida
|
$226K
|
+$213K
|
+1,586
|
New
|
|
|
305
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$225K
|
+$212K
|
+1,577
|
New
|
|
|
306
|
Glenview Trust
Louisville,
Kentucky
|
$224K
|
+$211K
|
+1,570
|
New
|
|
|
307
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$223K
|
+$205K
|
+1,520
|
New
|
|
|
308
|
Argent Trust Co
Nashville,
Tennessee
|
$215K
|
+$203K
|
+1,510
|
New
|
|
|
309
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$213K
|
+$202K
|
+1,498
|
New
|
|
|
310
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$207K
|
+$195K
|
+1,450
|
New
|
|
|
311
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$207K
|
+$195K
|
+1,450
|
New
|
|
|
312
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$207K
|
+$196K
|
+1,455
|
New
|
|
|
313
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$207K
|
+$196K
|
+1,460
|
New
|
|
|
314
|
Private Vista
Chicago,
Illinois
|
$202K
|
+$191K
|
+1,419
|
New
|
|
|
315
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$192K
|
–
|
–
|
–
|
|
|
316
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$182K
|
–
|
–
|
–
|
|
|
317
|
Asset Dedication LLC
San Francisco,
California
|
$166K
|
–
|
–
|
–
|
|
|
318
|
Barclays
London,
United Kingdom
|
$142K
|
–
|
–
|
–
|
|
|
319
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$133K
|
+$118K
|
+876
|
+1,460%
|
|
|
320
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$131K
|
–
|
–
|
–
|
|
|
321
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$129K
|
-$21.9K
|
-163
|
-15%
|
|
|
322
|
Pathstone Family Office
Englewood,
New Jersey
|
$123K
|
–
|
–
|
–
|
|
|
323
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$111K
|
+$269
|
+2
|
+0.3%
|
|
|
324
|
HCR Wealth Advisors
Los Angeles,
California
|
$100K
|
-$2.29K
|
-17
|
-1%
|
|
|
325
|
LifePlan Financial Group
Dayton,
Ohio
|
$98K
|
-$26K
|
-193
|
-22%
|
|
