|
301
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$4.03M
|
+$4.15M
|
+70,465
|
New
|
|
|
302
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.02M
|
+$970K
|
+16,478
|
+31%
|
|
|
303
|
GFS Advisors
Houston,
Texas
|
$4M
|
+$148K
|
+2,519
|
+4%
|
|
|
304
|
PDS Planning
Dublin,
Ohio
|
$3.92M
|
+$362K
|
+6,144
|
+10%
|
|
|
305
|
TI-Trust
Quincy,
Illinois
|
$3.92M
|
+$95.5K
|
+1,623
|
+2%
|
|
|
306
|
Prospera Financial Services
Dallas,
Texas
|
$3.9M
|
+$23.3K
|
+396
|
+0.6%
|
|
|
307
|
|
$3.9M
|
-$694K
|
-11,792
|
-15%
|
|
|
308
|
Evercore Wealth Management
New York
|
$3.89M
|
-$353K
|
-5,994
|
-8%
|
|
|
309
|
Howe & Rusling
Rochester,
New York
|
$3.89M
|
-$87.4K
|
-1,485
|
-2%
|
|
|
310
|
Equitable Holdings
New York
|
$3.88M
|
+$2.7M
|
+45,943
|
+214%
|
|
|
311
|
9258 Wealth Management
Blue Ash,
Ohio
|
$3.88M
|
-$78.4K
|
-1,333
|
-2%
|
|
|
312
|
NWAM LLC
Mercer Island,
Washington
|
$3.87M
|
-$71K
|
-1,206
|
-2%
|
|
|
313
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.79M
|
+$7.59K
|
+129
|
+0.2%
|
|
|
314
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.79M
|
+$3.87M
|
+65,800
|
New
|
|
|
315
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.77M
|
+$1.28M
|
+21,814
|
+50%
|
|
|
316
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.77M
|
-$143K
|
-2,435
|
-4%
|
|
|
317
|
Parcion Private Wealth
Bellevue,
Washington
|
$3.75M
|
-$3.32M
|
-56,491
|
-46%
|
|
|
318
|
M Holdings Securities
Portland,
Oregon
|
$3.69M
|
+$3.77M
|
+64,013
|
New
|
|
|
319
|
Tanglewood Wealth Management
Houston,
Texas
|
$3.63M
|
-$30.8M
|
-523,965
|
-89%
|
|
|
320
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$3.62M
|
+$184K
|
+3,119
|
+5%
|
|
|
321
|
SG Americas Securities
New York
|
$3.61M
|
-$9.4M
|
-159,700
|
-72%
|
|
|
322
|
EP Wealth Advisors
Torrance,
California
|
$3.6M
|
+$1.23M
|
+20,946
|
+50%
|
|
|
323
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$3.58M
|
-$76.9K
|
-1,307
|
-2%
|
|
|
324
|
DF Dent & Co
Baltimore,
Maryland
|
$3.55M
|
–
|
–
|
–
|
|
|
325
|
One Capital Management
Westlake Village,
California
|
$3.54M
|
-$60.7K
|
-1,032
|
-2%
|
|
