|
301
|
HoyleCohen
San Diego,
California
|
$8.22M
|
-$470K
|
-2,486
|
-6%
|
|
|
302
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$8.22M
|
-$187K
|
-990
|
-2%
|
|
|
303
|
Roberts Wealth Advisors
Palo Alto,
California
|
$8.21M
|
-$32.3K
|
-171
|
-0.4%
|
|
|
304
|
Parkside Advisors
Berkeley,
California
|
$8.21M
|
-$73.7K
|
-390
|
-0.9%
|
|
|
305
|
Lazard Asset Management
New York
|
$8.2M
|
-$2.57M
|
-13,579
|
-25%
|
|
|
306
|
Oppenheimer & Co
New York
|
$8.2M
|
-$70.3K
|
-372
|
-0.9%
|
|
|
307
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$8.18M
|
+$17K
|
+90
|
+0.2%
|
|
|
308
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$8.14M
|
-$654K
|
-3,461
|
-8%
|
|
|
309
|
Monterey Private Wealth
Monterey,
California
|
$8.13M
|
+$113K
|
+597
|
+1%
|
|
|
310
|
Condor Capital Management
Martinsville,
New Jersey
|
$8.1M
|
+$22.9K
|
+121
|
+0.3%
|
|
|
311
|
Aries Wealth Management
Portland,
Maine
|
$8.04M
|
+$85K
|
+450
|
+1%
|
|
|
312
|
Clarity Wealth Advisors
San Jose,
California
|
$8M
|
+$83.3K
|
+441
|
+1%
|
|
|
313
|
PDS Planning
Dublin,
Ohio
|
$7.99M
|
+$101K
|
+533
|
+1%
|
|
|
314
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$7.99M
|
+$203K
|
+1,074
|
+3%
|
|
|
315
|
High Note Wealth
Deephaven,
Minnesota
|
$7.99M
|
-$275K
|
-1,456
|
-3%
|
|
|
316
|
Cetera Advisors
Denver,
Colorado
|
$7.93M
|
+$1.79M
|
+9,458
|
+31%
|
|
|
317
|
Cresset Asset Management
Chicago,
Illinois
|
$7.89M
|
+$1.25M
|
+6,612
|
+20%
|
|
|
318
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$7.87M
|
+$101K
|
+535
|
+1%
|
|
|
319
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$7.85M
|
+$638K
|
+3,376
|
+9%
|
|
|
320
|
Webster Bank
Waterbury,
Connecticut
|
$7.84M
|
+$1.92M
|
+10,170
|
+35%
|
|
|
321
|
Checchi Capital Advisers
Beverly Hills,
California
|
$7.82M
|
+$47.4K
|
+251
|
+0.6%
|
|
|
322
|
Allworth Financial
Folsom,
California
|
$7.8M
|
-$756
|
-4
|
-0%
|
|
|
323
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$7.8M
|
+$37.2K
|
+197
|
+0.5%
|
|
|
324
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$7.72M
|
+$586K
|
+3,099
|
+9%
|
|
|
325
|
Kearns & Associates
Palos Verdes Estates,
California
|
$7.59M
|
+$84.1K
|
+445
|
+1%
|
|
