|
301
|
Perigon Wealth Management
San Francisco,
California
|
$1.54M
|
+$1.55M
|
+37,136
|
New
|
|
|
302
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.51M
|
-$134K
|
-3,224
|
-8%
|
|
|
303
|
Independent Financial Group
San Diego,
California
|
$1.5M
|
+$240K
|
+5,752
|
+19%
|
|
|
304
|
Shoker Investment Counsel
Oxford,
Ohio
|
$1.49M
|
-$102K
|
-2,459
|
-6%
|
|
|
305
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.49M
|
+$10.5K
|
+251
|
+0.7%
|
|
|
306
|
Naples Global Advisors
Naples,
Florida
|
$1.48M
|
+$112K
|
+2,695
|
+8%
|
|
|
307
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.46M
|
+$313K
|
+7,501
|
+27%
|
|
|
308
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.45M
|
-$42.3K
|
-1,016
|
-3%
|
|
|
309
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.42M
|
+$262K
|
+6,298
|
+23%
|
|
|
310
|
Nottingham Advisors
Amherst,
New York
|
$1.42M
|
-$30.1K
|
-723
|
-2%
|
|
|
311
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.41M
|
+$107K
|
+2,557
|
+8%
|
|
|
312
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$1.41M
|
+$639K
|
+15,339
|
+82%
|
|
|
313
|
IFG Advisory
Atlanta,
Georgia
|
$1.41M
|
+$921K
|
+22,107
|
+187%
|
|
|
314
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.41M
|
-$26.4K
|
-633
|
-2%
|
|
|
315
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.38M
|
-$132K
|
-3,157
|
-9%
|
|
|
316
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.38M
|
-$2.13M
|
-51,115
|
-61%
|
|
|
317
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.38M
|
-$32.7K
|
-784
|
-2%
|
|
|
318
|
Comerica Bank
Dallas,
Texas
|
$1.38M
|
-$354K
|
-8,484
|
-20%
|
|
|
319
|
MAI Capital Management
Independence,
Ohio
|
$1.38M
|
+$63.1K
|
+1,515
|
+5%
|
|
|
320
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$1.37M
|
-$4.42K
|
-106
|
-0.3%
|
|
|
321
|
Precedent Wealth Partners
Houston,
Texas
|
$1.34M
|
+$532K
|
+12,775
|
+66%
|
|
|
322
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.34M
|
-$192K
|
-4,610
|
-13%
|
|
|
323
|
Range Financial Group
Tigard,
Oregon
|
$1.32M
|
+$11.9K
|
+286
|
+0.9%
|
|
|
324
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.29M
|
+$1.29M
|
+31,012
|
New
|
|
|
325
|
Orin Green Financial
San Diego,
California
|
$1.29M
|
+$1.29M
|
+30,981
|
New
|
|
