|
301
|
KeyBank National Association
Cleveland,
Ohio
|
$2.43M
|
+$57.2K
|
+222
|
+3%
|
|
|
302
|
Townsend Asset Management
Raleigh,
North Carolina
|
$2.41M
|
-$1.63M
|
-6,345
|
-42%
|
|
|
303
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$2.39M
|
+$2.22M
|
+8,611
|
New
|
|
|
304
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.39M
|
+$494K
|
+1,917
|
+29%
|
|
|
305
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.37M
|
-$13.6K
|
-53
|
-0.6%
|
|
|
306
|
Quantinno Capital Management
New York
|
$2.31M
|
-$175K
|
-681
|
-8%
|
|
|
307
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.31M
|
+$261K
|
+1,012
|
+14%
|
|
|
308
|
Sterling Financial Planning
Sparta,
New Jersey
|
$2.29M
|
+$45.1K
|
+175
|
+2%
|
|
|
309
|
|
$2.28M
|
+$225K
|
+872
|
+12%
|
|
|
310
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$2.28M
|
-$296K
|
-1,150
|
-12%
|
|
|
311
|
Peak Retirement Planning
Columbus,
Ohio
|
$2.27M
|
-$97.6K
|
-379
|
-4%
|
|
|
312
|
Accel Wealth Management
Waverly,
Iowa
|
$2.23M
|
+$85.5K
|
+332
|
+4%
|
|
|
313
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$2.22M
|
-$3.27M
|
-12,713
|
-61%
|
|
|
314
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$2.2M
|
-$25.5K
|
-99
|
-1%
|
|
|
315
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.17M
|
+$11.8K
|
+46
|
+0.6%
|
|
|
316
|
Trust Point Inc
La Crosse,
Wisconsin
|
$2.15M
|
-$1.37M
|
-5,328
|
-41%
|
|
|
317
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.13M
|
-$107K
|
-415
|
-5%
|
|
|
318
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.11M
|
+$2.06K
|
+8
|
+0.1%
|
|
|
319
|
Mission Wealth Management
Santa Barbara,
California
|
$2.11M
|
+$872K
|
+3,387
|
+80%
|
|
|
320
|
MAI Capital Management
Independence,
Ohio
|
$2.1M
|
+$152K
|
+591
|
+8%
|
|
|
321
|
Creekside Partners
Petaluma,
California
|
$2.1M
|
-$4.89K
|
-19
|
-0.3%
|
|
|
322
|
IHT Wealth Management
Chicago,
Illinois
|
$2.08M
|
-$280K
|
-1,088
|
-13%
|
|
|
323
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.06M
|
–
|
–
|
–
|
|
|
324
|
BTC Capital Management
Des Moines,
Iowa
|
$2.05M
|
-$36.3K
|
-141
|
-2%
|
|
|
325
|
Heritage Wealth Management (California)
San Diego,
California
|
$2.04M
|
-$13.4K
|
-52
|
-0.7%
|
|
