|
251
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.48M
|
-$611K
|
-12,671
|
-18%
|
|
|
252
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.46M
|
+$1.68M
|
+34,794
|
+193%
|
|
|
253
|
Truist Financial
Charlotte,
North Carolina
|
$2.44M
|
+$903K
|
+18,741
|
+52%
|
|
|
254
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.43M
|
-$28.4K
|
-589
|
-1%
|
|
|
255
|
Summit Global Investments
Bountiful,
Utah
|
$2.42M
|
-$7.69M
|
-159,591
|
-75%
|
|
|
256
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$2.38M
|
+$993K
|
+20,612
|
+62%
|
|
|
257
|
Two Sigma Investments
New York
|
$2.34M
|
+$2.54M
|
+52,800
|
New
|
|
|
258
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$2.29M
|
-$2.12K
|
-44
|
-0.1%
|
|
|
259
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.27M
|
+$2.47M
|
+51,287
|
New
|
|
|
260
|
Strategic Wealth Partners
Independence,
Ohio
|
$2.27M
|
-$341K
|
-7,072
|
-12%
|
|
|
261
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$2.27M
|
-$131K
|
-2,723
|
-5%
|
|
|
262
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$2.27M
|
-$707K
|
-14,682
|
-22%
|
|
|
263
|
Financial Enhancement Group
Anderson,
Indiana
|
$2.25M
|
+$52K
|
+1,079
|
+2%
|
|
|
264
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$2.21M
|
+$2.27M
|
+47,101
|
New
|
|
|
265
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.12M
|
–
|
–
|
–
|
|
|
266
|
Financial Consulate
Hunt Valley,
Maryland
|
$2.09M
|
+$38.9K
|
+807
|
+2%
|
|
|
267
|
Fidelity Investments
Boston,
Massachusetts
|
$2.04M
|
-$92K
|
-1,910
|
-4%
|
|
|
268
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.02M
|
+$6.12K
|
+127
|
+0.3%
|
|
|
269
|
TRUADVICE
Sarasota,
Florida
|
$2.02M
|
+$47K
|
+975
|
+2%
|
|
|
270
|
O'Donnell Financial Services
San Rafael,
California
|
$2M
|
-$27.8M
|
-577,245
|
-93%
|
|
|
271
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2M
|
+$131K
|
+2,718
|
+6%
|
|
|
272
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.96M
|
+$89.8K
|
+1,863
|
+4%
|
|
|
273
|
Two Sigma Advisers
New York
|
$1.95M
|
+$2.12M
|
+43,900
|
New
|
|
|
274
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.92M
|
-$93.3K
|
-1,937
|
-4%
|
|
|
275
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.91M
|
+$533K
|
+11,056
|
+34%
|
|
