|
301
|
Allied Investment Advisors
Billings,
Montana
|
$652K
|
–
|
–
|
–
|
|
|
302
|
Man Group
London,
United Kingdom
|
$649K
|
+$642K
|
+13,059
|
New
|
|
|
303
|
High Falls Advisors
Rochester,
New York
|
$620K
|
+$1.82K
|
+37
|
+0.3%
|
|
|
304
|
Professional Planning
Thousand Oaks,
California
|
$614K
|
-$385K
|
-7,826
|
-39%
|
|
|
305
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$614K
|
+$607K
|
+12,352
|
New
|
|
|
306
|
|
$611K
|
-$100K
|
-2,035
|
-14%
|
|
|
307
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$610K
|
+$2.9K
|
+59
|
+0.5%
|
|
|
308
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$604K
|
-$97.7K
|
-1,987
|
-14%
|
|
|
309
|
Summit Wealth Partners
Orlando,
Florida
|
$599K
|
–
|
–
|
–
|
|
|
310
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$589K
|
-$22.3K
|
-454
|
-4%
|
|
|
311
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$583K
|
-$159K
|
-3,230
|
-22%
|
|
|
312
|
IMA Advisory Services
Denver,
Colorado
|
$574K
|
-$65.8K
|
-1,339
|
-10%
|
|
|
313
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$574K
|
–
|
–
|
–
|
|
|
314
|
|
$570K
|
-$101K
|
-2,065
|
-15%
|
|
|
315
|
Iconiq Capital
San Francisco,
California
|
$570K
|
-$98.3K
|
-2,000
|
-15%
|
|
|
316
|
Aries Wealth Management
Portland,
Maine
|
$569K
|
-$491K
|
-9,982
|
-47%
|
|
|
317
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$565K
|
+$492
|
+10
|
+0.1%
|
|
|
318
|
SouthState Corp
Winter Haven,
Florida
|
$561K
|
–
|
–
|
–
|
|
|
319
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$549K
|
+$544K
|
+11,065
|
New
|
|
|
320
|
Bartlett & Co
Cincinnati,
Ohio
|
$546K
|
-$9.19K
|
-187
|
-2%
|
|
|
321
|
First American Trust
Santa Ana,
California
|
$546K
|
+$103K
|
+2,094
|
+24%
|
|
|
322
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$546K
|
-$9.19K
|
-187
|
-2%
|
|
|
323
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$543K
|
-$456K
|
-9,270
|
-46%
|
|
|
324
|
Investment Partners
New Philadelphia,
Ohio
|
$543K
|
+$295
|
+6
|
+0.1%
|
|
|
325
|
ACG Wealth
Atlanta,
Georgia
|
$540K
|
-$204K
|
-4,145
|
-28%
|
|
