|
301
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.75M
|
+$89.4K
|
+618
|
+6%
|
|
|
302
|
Tarbox Family Office
Newport Beach,
California
|
$1.74M
|
-$103K
|
-710
|
-6%
|
|
|
303
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.71M
|
+$39.5K
|
+273
|
+2%
|
|
|
304
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$1.7M
|
+$1.66M
|
+11,492
|
New
|
|
|
305
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.67M
|
-$1.24M
|
-8,544
|
-43%
|
|
|
306
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$1.66M
|
+$10.8K
|
+75
|
+0.7%
|
|
|
307
|
Goelzer Investment Management
Carmel,
Indiana
|
$1.65M
|
-$25.5K
|
-176
|
-2%
|
|
|
308
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.64M
|
+$56.8K
|
+393
|
+4%
|
|
|
309
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$1.64M
|
+$1.61M
|
+11,111
|
New
|
|
|
310
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1.64M
|
-$2.89K
|
-20
|
-0.2%
|
|
|
311
|
SOL Capital Management
Rockville,
Maryland
|
$1.62M
|
+$306K
|
+2,115
|
+24%
|
|
|
312
|
KeyBank National Association
Cleveland,
Ohio
|
$1.59M
|
-$28.9K
|
-200
|
-2%
|
|
|
313
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.59M
|
-$76.1K
|
-526
|
-5%
|
|
|
314
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$1.58M
|
+$1.54M
|
+10,665
|
New
|
|
|
315
|
Hefty Wealth Partners
Auburn,
Indiana
|
$1.57M
|
+$60.5K
|
+418
|
+4%
|
|
|
316
|
R.M. Davis Inc
Portland,
Maine
|
$1.57M
|
-$48.2K
|
-333
|
-3%
|
|
|
317
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.54M
|
+$398K
|
+2,750
|
+36%
|
|
|
318
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.53M
|
-$10.1K
|
-70
|
-0.7%
|
|
|
319
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$1.53M
|
–
|
–
|
–
|
|
|
320
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.51M
|
-$37.6K
|
-260
|
-2%
|
|
|
321
|
Peregrine Asset Advisers
Portland,
Oregon
|
$1.5M
|
-$7.36M
|
-50,913
|
-83%
|
|
|
322
|
Altium Wealth Management
Purchase,
New York
|
$1.49M
|
+$1.46M
|
+10,095
|
New
|
|
|
323
|
Managed Account Services
Coconut Grove,
Florida
|
$1.48M
|
-$25.3K
|
-175
|
-2%
|
|
|
324
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.46M
|
-$20.1K
|
-139
|
-1%
|
|
|
325
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$1.45M
|
+$120K
|
+832
|
+9%
|
|
