|
301
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.09M
|
+$371K
|
+6,200
|
+52%
|
|
|
302
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.08M
|
+$28.2K
|
+472
|
+3%
|
|
|
303
|
Eagle Bay Advisors
New York
|
$1.07M
|
-$787K
|
-13,162
|
-42%
|
|
|
304
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.07M
|
+$182K
|
+3,042
|
+20%
|
|
|
305
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.06M
|
–
|
–
|
–
|
|
|
306
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.04M
|
+$40K
|
+668
|
+4%
|
|
|
307
|
Berkeley Inc
Boise,
Idaho
|
$1.03M
|
+$8.55K
|
+143
|
+0.8%
|
|
|
308
|
O'Connor Financial Group
Quincy,
Illinois
|
$1.03M
|
+$37.7K
|
+631
|
+4%
|
|
|
309
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.02M
|
–
|
–
|
–
|
|
|
310
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
311
|
Forum Financial Management
Lombard,
Illinois
|
$1.01M
|
+$592K
|
+9,897
|
+137%
|
|
|
312
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1M
|
+$7.78K
|
+130
|
+0.8%
|
|
|
313
|
Strategic Global Advisors
Newport Beach,
California
|
$1,000K
|
-$162K
|
-2,714
|
-14%
|
|
|
314
|
First Foundation Advisors
Irvine,
California
|
$994K
|
-$10.4K
|
-174
|
-1%
|
|
|
315
|
Principal Financial Group
Des Moines,
Iowa
|
$994K
|
+$37.1K
|
+620
|
+4%
|
|
|
316
|
Nottingham Advisors
Amherst,
New York
|
$991K
|
+$30.5K
|
+510
|
+3%
|
|
|
317
|
Kestra Advisory Services
Austin,
Texas
|
$986K
|
+$43.8K
|
+732
|
+5%
|
|
|
318
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$982K
|
-$55.6K
|
-930
|
-5%
|
|
|
319
|
MAS Advisors
Miami,
Florida
|
$980K
|
+$41K
|
+686
|
+4%
|
|
|
320
|
First Western Trust Bank
Denver,
Colorado
|
$964K
|
-$2.03K
|
-34
|
-0.2%
|
|
|
321
|
Clearstead Advisors
Cleveland,
Ohio
|
$962K
|
+$10.8K
|
+180
|
+1%
|
|
|
322
|
Adero Partners
Pleasanton,
California
|
$961K
|
–
|
–
|
–
|
|
|
323
|
Windham Capital Management
Boston,
Massachusetts
|
$935K
|
–
|
–
|
–
|
|
|
324
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$933K
|
–
|
–
|
–
|
|
|
325
|
Continuum Advisory
Eagle,
Idaho
|
$928K
|
-$7.36K
|
-123
|
-0.8%
|
|
