|
251
|
Pasadena Private Wealth
Pasadena,
California
|
$4.58M
|
+$55.5K
|
+954
|
+1%
|
|
|
252
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.58M
|
+$603K
|
+10,374
|
+15%
|
|
|
253
|
Oppenheimer & Co
New York
|
$4.56M
|
+$214K
|
+3,686
|
+5%
|
|
|
254
|
Apella Capital
West Hartford,
Connecticut
|
$4.52M
|
-$2.67M
|
-45,878
|
-37%
|
|
|
255
|
Trek Financial
Scottsdale,
Arizona
|
$4.49M
|
-$376K
|
-6,466
|
-8%
|
|
|
256
|
Level Four Advisory Services
Dallas,
Texas
|
$4.48M
|
–
|
–
|
–
|
|
|
257
|
Breakwater Investment Management
Seattle,
Washington
|
$4.47M
|
+$4.48M
|
+77,035
|
New
|
|
|
258
|
Valeo Financial Advisors
Carmel,
Indiana
|
$4.46M
|
+$245K
|
+4,210
|
+6%
|
|
|
259
|
Values First Advisors
Gray,
Tennessee
|
$4.45M
|
+$214K
|
+3,683
|
+5%
|
|
|
260
|
Valley Financial Group
Ambler,
Pennsylvania
|
$4.43M
|
-$83.4K
|
-1,434
|
-2%
|
|
|
261
|
Triad Investment Management
Newport Beach,
California
|
$4.35M
|
-$2.85K
|
-49
|
-0.1%
|
|
|
262
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.34M
|
+$3.78K
|
+65
|
+0.1%
|
|
|
263
|
Signal Advisors Wealth
Detroit,
Michigan
|
$4.33M
|
+$450K
|
+7,739
|
+12%
|
|
|
264
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$4.33M
|
+$4.36M
|
+74,972
|
New
|
|
|
265
|
Zacks Investment Management
Chicago,
Illinois
|
$4.3M
|
+$4.3M
|
+73,996
|
New
|
|
|
266
|
Addison Advisors
Middlebury,
Vermont
|
$4.28M
|
+$1.12M
|
+19,317
|
+35%
|
|
|
267
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.27M
|
+$370K
|
+6,366
|
+9%
|
|
|
268
|
Tillman Hartley LLC
Denver,
Colorado
|
$4.24M
|
+$234K
|
+4,027
|
+6%
|
|
|
269
|
Hara Capital
Bellevue,
Washington
|
$4.21M
|
-$76.9K
|
-1,323
|
-2%
|
|
|
270
|
Boston Family Office
Boston,
Massachusetts
|
$4.21M
|
–
|
–
|
–
|
|
|
271
|
Laidlaw Wealth Management
New York City,
New York
|
$4.19M
|
+$716K
|
+12,318
|
+21%
|
|
|
272
|
SMART Wealth
Omaha,
Nebraska
|
$4.17M
|
+$4.18M
|
+71,798
|
New
|
|
|
273
|
Titleist Asset Management
San Antonio,
Texas
|
$4.16M
|
-$4.32M
|
-74,220
|
-51%
|
|
|
274
|
Guggenheim Capital
Chicago,
Illinois
|
$4.15M
|
+$539K
|
+9,261
|
+15%
|
|
|
275
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.12M
|
+$260K
|
+4,465
|
+7%
|
|
