|
301
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.03M
|
+$608K
|
+5,770
|
+142%
|
|
|
302
|
|
$1.02M
|
-$547K
|
-5,193
|
-35%
|
|
|
303
|
Perigon Wealth Management
San Francisco,
California
|
$1.02M
|
+$1.02M
|
+9,716
|
New
|
|
|
304
|
AssetMark Inc
Concord,
California
|
$1M
|
-$224K
|
-2,129
|
-18%
|
|
|
305
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$994K
|
+$49.8K
|
+473
|
+5%
|
|
|
306
|
Financial Perspectives
Minneapolis,
Minnesota
|
$990K
|
+$993K
|
+9,434
|
New
|
|
|
307
|
Tortoise Investment Management
White Plains,
New York
|
$988K
|
–
|
–
|
–
|
|
|
308
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$986K
|
–
|
–
|
–
|
|
|
309
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$985K
|
+$989K
|
+9,394
|
New
|
|
|
310
|
Willis Johnson & Associates
Houston,
Texas
|
$984K
|
+$987K
|
+9,372
|
New
|
|
|
311
|
McCollum Christoferson Group
Amherst,
New York
|
$981K
|
+$52.6K
|
+500
|
+6%
|
|
|
312
|
Golden State Equity Partners
South Coast Metro,
California
|
$971K
|
+$974K
|
+9,250
|
New
|
|
|
313
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$970K
|
+$973K
|
+9,245
|
New
|
|
|
314
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$959K
|
+$65.1K
|
+618
|
+7%
|
|
|
315
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$956K
|
+$959K
|
+9,108
|
New
|
|
|
316
|
GeoWealth Management
Chicago,
Illinois
|
$952K
|
+$955K
|
+9,069
|
New
|
|
|
317
|
Wealthspan Partners
Davenport,
Iowa
|
$951K
|
+$954K
|
+9,059
|
New
|
|
|
318
|
Western Wealth Management
Golden,
Colorado
|
$947K
|
+$107K
|
+1,017
|
+13%
|
|
|
319
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$946K
|
-$237K
|
-2,255
|
-20%
|
|
|
320
|
Gradient Capital Advisors
San Diego,
California
|
$936K
|
+$105
|
+1
|
+0%
|
|
|
321
|
Pinion Investment Advisors
Wichita,
Kansas
|
$933K
|
+$115K
|
+1,089
|
+14%
|
|
|
322
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$924K
|
-$29.1K
|
-276
|
-3%
|
|
|
323
|
Rockefeller Capital Management
New York
|
$923K
|
-$94.7K
|
-899
|
-9%
|
|
|
324
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$910K
|
-$258K
|
-2,446
|
-22%
|
|
|
325
|
RHS Financial
San Francisco,
California
|
$910K
|
-$160K
|
-1,517
|
-15%
|
|
