|
301
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$512K
|
–
|
–
|
–
|
|
|
302
|
Focused Wealth Management
Newburgh,
New York
|
$507K
|
–
|
–
|
–
|
|
|
303
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$507K
|
–
|
–
|
–
|
|
|
304
|
Weatherly Asset Management
Del Mar,
California
|
$487K
|
–
|
–
|
–
|
|
|
305
|
Antonetti Capital Management
Naples,
Florida
|
$479K
|
+$479K
|
+18,700
|
New
|
|
|
306
|
Tortoise Investment Management
White Plains,
New York
|
$477K
|
–
|
–
|
–
|
|
|
307
|
BOK Financial Private Wealth
Denver,
Colorado
|
$473K
|
-$82.5K
|
-3,220
|
-15%
|
|
|
308
|
Chilton Capital Management
Houston,
Texas
|
$473K
|
-$7.38K
|
-288
|
-2%
|
|
|
309
|
Independent Wealth Network
Urbandale,
Iowa
|
$473K
|
+$475K
|
+18,552
|
New
|
|
|
310
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$470K
|
+$10.2K
|
+400
|
+2%
|
|
|
311
|
ACAS LLC
Rancho Santa Fe,
California
|
$465K
|
-$1.18K
|
-46
|
-0.3%
|
|
|
312
|
SVB Wealth
Boston,
Massachusetts
|
$464K
|
+$12.2K
|
+476
|
+3%
|
|
|
313
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$463K
|
+$453K
|
+17,682
|
+4,421%
|
|
|
314
|
Hilton Capital Management
Garden City,
New York
|
$457K
|
–
|
–
|
–
|
|
|
315
|
Financial Consulate
Hunt Valley,
Maryland
|
$456K
|
-$205K
|
-8,018
|
-31%
|
|
|
316
|
Next Financial Group
Houston,
Texas
|
$451K
|
-$22.1K
|
-864
|
-5%
|
|
|
317
|
CVA Family Office
Denver,
Colorado
|
$448K
|
-$60K
|
-2,342
|
-12%
|
|
|
318
|
IFP Advisors
Tampa,
Florida
|
$445K
|
+$16.5K
|
+644
|
+4%
|
|
|
319
|
IHT Wealth Management
Chicago,
Illinois
|
$423K
|
-$87.5K
|
-3,416
|
-17%
|
|
|
320
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$423K
|
-$4.61K
|
-180
|
-1%
|
|
|
321
|
Retirement Group
San Diego,
California
|
$421K
|
-$16.4K
|
-640
|
-4%
|
|
|
322
|
Global Retirement Partners
San Rafael,
California
|
$418K
|
+$2.2K
|
+86
|
+0.5%
|
|
|
323
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$416K
|
+$205K
|
+8,000
|
+97%
|
|
|
324
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$414K
|
+$6.05K
|
+236
|
+1%
|
|
|
325
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$414K
|
+$414K
|
+16,158
|
New
|
|
