|
301
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$5.19M
|
-$200K
|
-1,690
|
-4%
|
|
|
302
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$5.19M
|
+$1.18M
|
+9,985
|
+29%
|
|
|
303
|
Perigon Wealth Management
San Francisco,
California
|
$5.18M
|
+$1.37M
|
+11,559
|
+34%
|
|
|
304
|
Moulton Wealth Management
Spokane,
Washington
|
$5.18M
|
–
|
–
|
–
|
|
|
305
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$5.18M
|
+$133K
|
+1,122
|
+3%
|
|
|
306
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.12M
|
+$3.44M
|
+29,042
|
+182%
|
|
|
307
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.12M
|
+$144K
|
+1,212
|
+3%
|
|
|
308
|
Blue Fin Capital
Warren,
Rhode Island
|
$5.08M
|
-$6.4K
|
-54
|
-0.1%
|
|
|
309
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.07M
|
-$414K
|
-3,495
|
-7%
|
|
|
310
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$5.06M
|
+$964K
|
+8,128
|
+23%
|
|
|
311
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$5.03M
|
+$2.48M
|
+20,918
|
+90%
|
|
|
312
|
Meridian Wealth Management
Lexington,
Kentucky
|
$5.01M
|
+$4.36M
|
+36,754
|
+508%
|
|
|
313
|
IFP Advisors
Tampa,
Florida
|
$4.96M
|
–
|
–
|
–
|
|
|
314
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.93M
|
+$3.92M
|
+33,016
|
+321%
|
|
|
315
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$4.89M
|
+$1.49M
|
+12,566
|
+41%
|
|
|
316
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.87M
|
-$12.4M
|
-104,490
|
-71%
|
|
|
317
|
Treynor Bancshares
Treynor,
Iowa
|
$4.85M
|
+$818K
|
+6,898
|
+19%
|
|
|
318
|
Beck Bode LLC
Dedham,
Massachusetts
|
$4.85M
|
+$209K
|
+1,759
|
+4%
|
|
|
319
|
Vicus Capital
State College,
Pennsylvania
|
$4.85M
|
+$845K
|
+7,125
|
+20%
|
|
|
320
|
Great Diamond Partners
Portland,
Maine
|
$4.8M
|
+$81K
|
+683
|
+2%
|
|
|
321
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$4.74M
|
-$5.03M
|
-42,371
|
-50%
|
|
|
322
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$4.72M
|
+$145K
|
+1,222
|
+3%
|
|
|
323
|
GDS Wealth Management
Flower Mound,
Texas
|
$4.7M
|
+$761K
|
+6,415
|
+18%
|
|
|
324
|
Tocqueville Asset Management
New York
|
$4.68M
|
-$9.87M
|
-83,206
|
-67%
|
|
|
325
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.65M
|
+$2.19M
|
+18,438
|
+82%
|
|
