|
326
|
Bell Investment Advisors
Oakland,
California
|
$1.39M
|
+$27.8K
|
+266
|
+2%
|
|
|
327
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.35M
|
–
|
–
|
–
|
|
|
328
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.34M
|
+$1.36M
|
+13,042
|
New
|
|
|
329
|
Catalyst Private Wealth
San Mateo,
California
|
$1.33M
|
+$120K
|
+1,150
|
+10%
|
|
|
330
|
McNaughton Wealth Management
San Diego,
California
|
$1.32M
|
-$347K
|
-3,326
|
-21%
|
|
|
331
|
Evensky & Katz
Coral Gables,
Florida
|
$1.3M
|
+$216K
|
+2,065
|
+20%
|
|
|
332
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.28M
|
+$835K
|
+8,000
|
+178%
|
|
|
333
|
Cresset Asset Management
Chicago,
Illinois
|
$1.27M
|
-$1.15M
|
-11,007
|
-47%
|
|
|
334
|
Perigon Wealth Management
San Francisco,
California
|
$1.26M
|
+$770K
|
+7,377
|
+150%
|
|
|
335
|
CWA Asset Management Group
Naples,
Florida
|
$1.25M
|
+$940K
|
+9,000
|
+279%
|
|
|
336
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1.25M
|
-$170K
|
-1,628
|
-12%
|
|
|
337
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.24M
|
+$98.1K
|
+940
|
+8%
|
|
|
338
|
Montag & Associates
Atlanta,
Georgia
|
$1.24M
|
+$109K
|
+1,048
|
+10%
|
|
|
339
|
B&D White Capital Company
Lakeway,
Texas
|
$1.23M
|
-$240K
|
-2,300
|
-16%
|
|
|
340
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.22M
|
-$556K
|
-5,330
|
-31%
|
|
|
341
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.21M
|
–
|
–
|
–
|
|
|
342
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.19M
|
-$3.76K
|
-36
|
-0.3%
|
|
|
343
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.19M
|
+$107K
|
+1,024
|
+10%
|
|
|
344
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.19M
|
-$200K
|
-1,915
|
-14%
|
|
|
345
|
Greenwich Investment Management
Norwalk,
Connecticut
|
$1.18M
|
-$458K
|
-4,390
|
-28%
|
|
|
346
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.18M
|
-$297K
|
-2,845
|
-20%
|
|
|
347
|
WhitTier Trust Company
Reno,
Nevada
|
$1.17M
|
–
|
–
|
–
|
|
|
348
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.17M
|
-$26.9K
|
-258
|
-2%
|
|
|
349
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.15M
|
-$58K
|
-556
|
-5%
|
|
|
350
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.13M
|
+$444K
|
+4,256
|
+63%
|
|
