|
301
|
Davenport & Co
Richmond,
Virginia
|
$877K
|
-$30K
|
-708
|
-3%
|
|
|
302
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$858K
|
+$38.4K
|
+907
|
+5%
|
|
|
303
|
US Financial Advisors
Braintree,
Massachusetts
|
$844K
|
+$80.7K
|
+1,905
|
+10%
|
|
|
304
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$837K
|
-$332K
|
-7,841
|
-28%
|
|
|
305
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$825K
|
-$9.44K
|
-223
|
-1%
|
|
|
306
|
Dimension Capital Management
Coral Gables,
Florida
|
$802K
|
+$831K
|
+19,637
|
New
|
|
|
307
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$801K
|
-$2.2M
|
-51,848
|
-73%
|
|
|
308
|
Retirement Group
San Diego,
California
|
$789K
|
-$522K
|
-12,326
|
-39%
|
|
|
309
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$787K
|
-$11.7K
|
-276
|
-1%
|
|
|
310
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$785K
|
+$89.1K
|
+2,105
|
+12%
|
|
|
311
|
Prudent Man Advisors
Naperville,
Illinois
|
$763K
|
+$783K
|
+18,500
|
New
|
|
|
312
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$761K
|
+$60.8K
|
+1,437
|
+8%
|
|
|
313
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$725K
|
-$1.02M
|
-24,142
|
-58%
|
|
|
314
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$721K
|
+$8.34K
|
+197
|
+1%
|
|
|
315
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$717K
|
-$2.85M
|
-67,270
|
-79%
|
|
|
316
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$713K
|
-$316K
|
-7,454
|
-30%
|
|
|
317
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$706K
|
+$37K
|
+875
|
+5%
|
|
|
318
|
Secure Asset Management
Troy,
Michigan
|
$699K
|
+$122K
|
+2,882
|
+20%
|
|
|
319
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$687K
|
-$40.1K
|
-947
|
-5%
|
|
|
320
|
Harbour Investments
Madison,
Wisconsin
|
$687K
|
–
|
–
|
–
|
|
|
321
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$680K
|
-$2.77M
|
-65,377
|
-80%
|
|
|
322
|
Graypoint LLC
Albany,
New York
|
$680K
|
-$428K
|
-10,114
|
-38%
|
|
|
323
|
SEI Investments
Oaks,
Pennsylvania
|
$673K
|
-$915K
|
-21,622
|
-57%
|
|
|
324
|
Geneos Wealth Management
Englewood,
Colorado
|
$667K
|
-$114K
|
-2,686
|
-14%
|
|
|
325
|
Parcion Private Wealth
Bellevue,
Washington
|
$659K
|
+$683K
|
+16,136
|
New
|
|
