|
301
|
Charles Schwab Trust
Henderson,
Nevada
|
$10.7M
|
+$1.19M
|
+45,486
|
+13%
|
|
|
302
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$10.6M
|
+$26.1K
|
+999
|
+0.3%
|
|
|
303
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$10.5M
|
-$1.76M
|
-67,378
|
-14%
|
|
|
304
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$10.5M
|
-$290M
|
-11,123,627
|
-97%
|
|
|
305
|
Channel Wealth
Santa Barbara,
California
|
$10.5M
|
+$4.03M
|
+154,248
|
+64%
|
|
|
306
|
AssetMark Inc
Concord,
California
|
$10.4M
|
-$23.2M
|
-887,860
|
-69%
|
|
|
307
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$10.4M
|
-$4.18M
|
-159,880
|
-29%
|
|
|
308
|
MONECO Advisors
Fairfield,
Connecticut
|
$10.3M
|
-$600K
|
-22,963
|
-6%
|
|
|
309
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$10.2M
|
-$153K
|
-5,841
|
-1%
|
|
|
310
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$10.2M
|
+$178K
|
+6,830
|
+2%
|
|
|
311
|
Next Level Wealth Planning
Meridian,
Idaho
|
$10.2M
|
+$907K
|
+34,731
|
+10%
|
|
|
312
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$10.1M
|
-$152K
|
-5,825
|
-1%
|
|
|
313
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$10.1M
|
+$63.1K
|
+2,417
|
+0.6%
|
|
|
314
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$10M
|
+$9.86M
|
+377,573
|
New
|
|
|
315
|
Red Mountain Financial
Fort Collins,
Colorado
|
$10M
|
+$341K
|
+13,074
|
+4%
|
|
|
316
|
Islay Capital Management
Lubbock,
Texas
|
$9.97M
|
+$492K
|
+18,837
|
+5%
|
|
|
317
|
Madison Asset Management
Madison,
Wisconsin
|
$9.92M
|
+$2.71M
|
+103,849
|
+38%
|
|
|
318
|
Atria Investments
Charlotte,
North Carolina
|
$9.92M
|
+$737K
|
+28,209
|
+8%
|
|
|
319
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$9.82M
|
+$414K
|
+15,838
|
+4%
|
|
|
320
|
American Alpha Advisors
New York
|
$9.76M
|
+$9.61M
|
+368,164
|
New
|
|
|
321
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$9.67M
|
+$474K
|
+18,138
|
+5%
|
|
|
322
|
Meridian Financial
Holliston,
Massachusetts
|
$9.65M
|
+$48.5K
|
+1,856
|
+0.5%
|
|
|
323
|
O'Connor Financial Group
Quincy,
Illinois
|
$9.65M
|
+$990K
|
+37,895
|
+12%
|
|
|
324
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$9.62M
|
-$380K
|
-14,538
|
-4%
|
|
|
325
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$9.61M
|
+$394K
|
+15,079
|
+4%
|
|
