|
301
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$232K
|
+$10K
|
+750
|
+5%
|
|
|
302
|
E&G Advisors
Houston,
Texas
|
$228K
|
–
|
–
|
–
|
|
|
303
|
Arax Advisory Partners
Denver,
Colorado
|
$227K
|
+$168K
|
+12,565
|
+661%
|
|
|
304
|
Vise Technologies
New York
|
$227K
|
–
|
–
|
–
|
|
|
305
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$224K
|
-$40.1K
|
-3,000
|
-17%
|
|
|
306
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$222K
|
-$7.7K
|
-576
|
-4%
|
|
|
307
|
Fiduciary Alliance
Greenville,
South Carolina
|
$221K
|
-$2.07K
|
-155
|
-1%
|
|
|
308
|
Empire Financial Management Company
New York
|
$220K
|
+$187K
|
+14,000
|
New
|
|
|
309
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
310
|
Focus Financial Network
Minneapolis,
Minnesota
|
$216K
|
-$7.36K
|
-550
|
-4%
|
|
|
311
|
Principia Wealth Advisory
Dallas,
Texas
|
$215K
|
-$45K
|
-3,365
|
-20%
|
|
|
312
|
Guardian Partners
Toronto,
Canada
|
$214K
|
–
|
–
|
–
|
|
|
313
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$214K
|
+$185K
|
+13,857
|
New
|
|
|
314
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$211K
|
+$179K
|
+13,418
|
New
|
|
|
315
|
Koshinski Asset Management
Decatur,
Illinois
|
$208K
|
–
|
–
|
–
|
|
|
316
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$207K
|
+$32.7K
|
+2,448
|
+23%
|
|
|
317
|
Allen Capital Group
Grand Island,
Nebraska
|
$204K
|
+$174K
|
+13,009
|
New
|
|
|
318
|
Bard Financial Services
Branford,
Connecticut
|
$204K
|
-$26.1K
|
-1,950
|
-13%
|
|
|
319
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$200K
|
–
|
–
|
–
|
|
|
320
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$198K
|
–
|
–
|
–
|
|
|
321
|
1 North Wealth Services
Annapolis,
Maryland
|
$198K
|
+$27.3K
|
+2,040
|
+19%
|
|
|
322
|
RWA Wealth Partners
Newton,
Massachusetts
|
$196K
|
–
|
–
|
–
|
|
|
323
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$196K
|
+$167K
|
+12,500
|
New
|
|
|
324
|
Atria Investments
Charlotte,
North Carolina
|
$195K
|
-$10.3K
|
-768
|
-6%
|
|
|
325
|
TKG Advisors
Valparaiso,
Indiana
|
$189K
|
-$2.86K
|
-214
|
-2%
|
|
