|
251
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$1.23M
|
-$149K
|
-2,669
|
-10%
|
|
|
252
|
Aspiriant LLC
Los Angeles,
California
|
$1.22M
|
+$1.32M
|
+23,553
|
New
|
|
|
253
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.21M
|
-$130K
|
-2,323
|
-9%
|
|
|
254
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.2M
|
-$38.1K
|
-680
|
-3%
|
|
|
255
|
Insight Wealth Strategies
San Ramon,
California
|
$1.2M
|
+$1.29M
|
+23,121
|
New
|
|
|
256
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.19M
|
-$858K
|
-15,331
|
-40%
|
|
|
257
|
AdvicePeriod
Los Angeles,
California
|
$1.18M
|
+$267K
|
+4,763
|
+26%
|
|
|
258
|
Asset Dedication LLC
San Francisco,
California
|
$1.18M
|
+$476K
|
+8,494
|
+60%
|
|
|
259
|
Atria Investments
Charlotte,
North Carolina
|
$1.17M
|
+$892K
|
+15,924
|
+238%
|
|
|
260
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
261
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.15M
|
+$770K
|
+13,746
|
+163%
|
|
|
262
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.15M
|
+$1.24M
|
+22,177
|
New
|
|
|
263
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.11M
|
-$411K
|
-7,346
|
-26%
|
|
|
264
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.11M
|
+$157K
|
+2,799
|
+15%
|
|
|
265
|
Lourd Capital
Beverly Hills,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
266
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.08M
|
+$1.17M
|
+20,864
|
New
|
|
|
267
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
+$746K
|
+13,325
|
+179%
|
|
|
268
|
WESCAP Management Group
Glendale,
California
|
$1.07M
|
+$1.16M
|
+20,670
|
New
|
|
|
269
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$1.04M
|
+$1.12M
|
+20,000
|
New
|
|
|
270
|
The Family Firm
Bethesda,
Maryland
|
$1.02M
|
+$25.3K
|
+452
|
+2%
|
|
|
271
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.02M
|
-$16.2K
|
-290
|
-1%
|
|
|
272
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.01M
|
-$237K
|
-4,237
|
-18%
|
|
|
273
|
GFS Advisors
Houston,
Texas
|
$1.01M
|
+$46.8K
|
+836
|
+4%
|
|
|
274
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$992K
|
-$783K
|
-13,986
|
-42%
|
|
|
275
|
Risk Paradigm Group
Austin,
Texas
|
$981K
|
-$87.4K
|
-1,560
|
-8%
|
|
