|
326
|
Callahan Advisors
Houston,
Texas
|
$2.23M
|
–
|
–
|
–
|
|
|
327
|
Hohimer Wealth Management
Seattle,
Washington
|
$2.23M
|
+$1.3M
|
+18,790
|
+129%
|
|
|
328
|
Optimist Retirement Group
Bellevue,
Washington
|
$2.21M
|
+$29.8K
|
+432
|
+1%
|
|
|
329
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$2.19M
|
-$10.6K
|
-153
|
-0.5%
|
|
|
330
|
Atomi Financial Group
New York
|
$2.18M
|
+$33.8K
|
+490
|
+2%
|
|
|
331
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.17M
|
+$293K
|
+4,248
|
+15%
|
|
|
332
|
Callan Family Office
Radnor,
Pennsylvania
|
$2.17M
|
-$593K
|
-8,592
|
-21%
|
|
|
333
|
Lido Advisors
Los Angeles,
California
|
$2.14M
|
+$1.17M
|
+16,979
|
+112%
|
|
|
334
|
State Street
Boston,
Massachusetts
|
$2.14M
|
–
|
–
|
–
|
|
|
335
|
MAI Capital Management
Independence,
Ohio
|
$2.11M
|
+$474K
|
+6,875
|
+28%
|
|
|
336
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2.1M
|
-$6.07K
|
-88
|
-0.3%
|
|
|
337
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$2.09M
|
-$34K
|
-493
|
-2%
|
|
|
338
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.09M
|
+$989K
|
+14,337
|
+84%
|
|
|
339
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.08M
|
-$3.01M
|
-43,644
|
-58%
|
|
|
340
|
Aviso Financial
Toronto,
Ontario, Canada
|
$2.04M
|
+$3.73K
|
+54
|
+0.2%
|
|
|
341
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.04M
|
-$104K
|
-1,500
|
-5%
|
|
|
342
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$2.03M
|
+$174K
|
+2,519
|
+9%
|
|
|
343
|
Americana Partners
Houston,
Texas
|
$2.01M
|
-$27.5K
|
-399
|
-1%
|
|
|
344
|
Bard Financial Services
Branford,
Connecticut
|
$2M
|
–
|
–
|
–
|
|
|
345
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.96M
|
-$285K
|
-4,134
|
-12%
|
|
|
346
|
Westhampton Capital
Winston-Salem,
North Carolina
|
$1.95M
|
-$12.2K
|
-177
|
-0.6%
|
|
|
347
|
SimplyRich
Carlsbad,
California
|
$1.92M
|
+$48.5K
|
+703
|
+3%
|
|
|
348
|
Auxano Advisors
Bellevue,
Washington
|
$1.91M
|
-$16.4K
|
-237
|
-0.8%
|
|
|
349
|
Townsend & Associates
Westminster,
Colorado
|
$1.9M
|
+$11.7K
|
+169
|
+0.6%
|
|
|
350
|
EARNEST Partners
Atlanta,
Georgia
|
$1.89M
|
-$22.6K
|
-328
|
-1%
|
|
