|
301
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$6.39M
|
+$56
|
+1
|
+0%
|
|
|
302
|
TAGStone Capital
Charlotte,
North Carolina
|
$6.36M
|
+$113K
|
+2,017
|
+2%
|
|
|
303
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$6.26M
|
-$462K
|
-8,223
|
-7%
|
|
|
304
|
Bank of New York Mellon
New York
|
$6.23M
|
-$13.9M
|
-246,895
|
-69%
|
|
|
305
|
Cozad Asset Management
Champaign,
Illinois
|
$6.22M
|
+$158K
|
+2,820
|
+3%
|
|
|
306
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.2M
|
+$79.3K
|
+1,411
|
+1%
|
|
|
307
|
Vision Capital Management
Portland,
Oregon
|
$6.18M
|
+$6.11M
|
+108,840
|
New
|
|
|
308
|
Occidental Asset Management
Burlingame,
California
|
$6.14M
|
-$170K
|
-3,032
|
-3%
|
|
|
309
|
Harbour Investments
Madison,
Wisconsin
|
$6.05M
|
+$148K
|
+2,639
|
+3%
|
|
|
310
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$5.94M
|
-$171K
|
-3,045
|
-3%
|
|
|
311
|
Nomura Asset Management
Tokyo,
Japan
|
$5.94M
|
-$1.22M
|
-21,710
|
-17%
|
|
|
312
|
TrueWealth Advisors
Birmingham,
Alabama
|
$5.92M
|
+$5.86M
|
+104,235
|
New
|
|
|
313
|
Curtis Wealth Management
Henderson,
Nevada
|
$5.88M
|
+$5.68M
|
+101,077
|
New
|
|
|
314
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$5.86M
|
+$449
|
+8
|
+0%
|
|
|
315
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$5.75M
|
+$275K
|
+4,888
|
+5%
|
|
|
316
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$5.71M
|
+$424K
|
+7,552
|
+8%
|
|
|
317
|
Sterling Group Wealth Management
Pasadena,
California
|
$5.68M
|
-$33.6K
|
-598
|
-0.6%
|
|
|
318
|
TME Financial
Huntington Beach,
California
|
$5.6M
|
-$3.2M
|
-56,872
|
-37%
|
|
|
319
|
Belpointe Asset Management
Reno,
Nevada
|
$5.59M
|
+$3.2K
|
+57
|
+0.1%
|
|
|
320
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$5.59M
|
+$3.2K
|
+57
|
+0.1%
|
|
|
321
|
Koshinski Asset Management
Decatur,
Illinois
|
$5.59M
|
-$784K
|
-13,957
|
-12%
|
|
|
322
|
SharpePoint
Phoenix,
Arizona
|
$5.55M
|
+$229K
|
+4,079
|
+4%
|
|
|
323
|
Pacific Financial Group
Bellevue,
Washington
|
$5.55M
|
+$697K
|
+12,407
|
+15%
|
|
|
324
|
Broussard Financial Group
Kaplan,
Louisiana
|
$5.46M
|
+$5.4M
|
+96,085
|
New
|
|
|
325
|
Asset Allocation Strategies
Farmington,
Michigan
|
$5.44M
|
+$279K
|
+4,972
|
+5%
|
|
