|
301
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.46M
|
-$266K
|
-4,971
|
-7%
|
|
|
302
|
Prospera Financial Services
Dallas,
Texas
|
$3.44M
|
+$57.8K
|
+1,079
|
+2%
|
|
|
303
|
Atria Wealth Solutions
New York
|
$3.44M
|
-$799K
|
-14,924
|
-18%
|
|
|
304
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$3.43M
|
-$527K
|
-9,844
|
-13%
|
|
|
305
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$3.42M
|
+$335K
|
+6,258
|
+10%
|
|
|
306
|
Ziegler Capital Management
Chicago,
Illinois
|
$3.39M
|
+$792K
|
+14,793
|
+28%
|
|
|
307
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$3.38M
|
-$2.41M
|
-45,036
|
-40%
|
|
|
308
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3.38M
|
+$123K
|
+2,289
|
+4%
|
|
|
309
|
Perigon Wealth Management
San Francisco,
California
|
$3.38M
|
+$867K
|
+16,192
|
+31%
|
|
|
310
|
NWAM LLC
Mercer Island,
Washington
|
$3.31M
|
-$17.3K
|
-323
|
-0.5%
|
|
|
311
|
Howe & Rusling
Rochester,
New York
|
$3.3M
|
-$81.4K
|
-1,520
|
-2%
|
|
|
312
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.29M
|
–
|
–
|
–
|
|
|
313
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$3.28M
|
+$150K
|
+2,798
|
+4%
|
|
|
314
|
Camelot Portfolios
Maumee,
Ohio
|
$3.22M
|
-$364K
|
-6,799
|
-10%
|
|
|
315
|
Evercore Wealth Management
New York
|
$3.22M
|
-$165K
|
-3,076
|
-5%
|
|
|
316
|
M Holdings Securities
Portland,
Oregon
|
$3.18M
|
-$20.8K
|
-388
|
-0.6%
|
|
|
317
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.16M
|
-$138K
|
-2,569
|
-4%
|
|
|
318
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$3.16M
|
+$3.34M
|
+62,288
|
+6,475%
|
|
|
319
|
Richard P. Slaughter Associates
Austin,
Texas
|
$3.15M
|
+$395K
|
+7,370
|
+13%
|
|
|
320
|
SG Americas Securities
New York
|
$3.13M
|
–
|
–
|
–
|
|
|
321
|
One Capital Management
Westlake Village,
California
|
$3.11M
|
+$42K
|
+784
|
+1%
|
|
|
322
|
TIAA FSB
Jacksonville,
Florida
|
$3.1M
|
-$511K
|
-9,542
|
-13%
|
|
|
323
|
9258 Wealth Management
Blue Ash,
Ohio
|
$3.1M
|
-$282K
|
-5,273
|
-8%
|
|
|
324
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.09M
|
+$3.02M
|
+56,306
|
+1,009%
|
|
|
325
|
|
$3.01M
|
-$397K
|
-7,409
|
-11%
|
|
