|
351
|
Global Retirement Partners
San Rafael,
California
|
$3.08M
|
+$152K
|
+1,277
|
+4%
|
|
|
352
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.07M
|
-$1.57M
|
-13,133
|
-31%
|
|
|
353
|
M Holdings Securities
Portland,
Oregon
|
$3.01M
|
+$1.38M
|
+11,582
|
+66%
|
|
|
354
|
Veritable
Wilmington,
Delaware
|
$2.99M
|
+$2.28M
|
+19,124
|
+194%
|
|
|
355
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.95M
|
-$1.29M
|
-10,786
|
-27%
|
|
|
356
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.95M
|
+$3.41M
|
+28,538
|
New
|
|
|
357
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.93M
|
-$771K
|
-6,464
|
-19%
|
|
|
358
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$2.93M
|
–
|
–
|
–
|
|
|
359
|
Moser Wealth Advisors
Bellevue,
Washington
|
$2.91M
|
+$82.3K
|
+690
|
+3%
|
|
|
360
|
North Star Investment Management
Chicago,
Illinois
|
$2.89M
|
+$728K
|
+6,101
|
+28%
|
|
|
361
|
Client 1st Advisory Group
Dunedin,
Florida
|
$2.88M
|
+$1.52M
|
+12,703
|
+84%
|
|
|
362
|
Wade Financial Advisory
Campbell,
California
|
$2.86M
|
+$1.72M
|
+14,390
|
+108%
|
|
|
363
|
Financial Perspectives
Minneapolis,
Minnesota
|
$2.83M
|
+$750K
|
+6,283
|
+30%
|
|
|
364
|
Prudential Financial
Newark,
New Jersey
|
$2.79M
|
+$3.22M
|
+26,989
|
New
|
|
|
365
|
Henshaw Capital
Woburn,
Massachusetts
|
$2.79M
|
–
|
–
|
–
|
|
|
366
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
$2.78M
|
–
|
–
|
–
|
|
|
367
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2.77M
|
-$78.8K
|
-660
|
-2%
|
|
|
368
|
Natixis Advisors
Boston,
Massachusetts
|
$2.77M
|
-$318K
|
-2,663
|
-9%
|
|
|
369
|
HoyleCohen
San Diego,
California
|
$2.76M
|
+$254K
|
+2,127
|
+9%
|
|
|
370
|
MA Private Wealth
San Carlos,
California
|
$2.75M
|
-$404K
|
-3,383
|
-11%
|
|
|
371
|
Elmwood Wealth Management
Berkeley,
California
|
$2.75M
|
+$1.03M
|
+8,640
|
+47%
|
|
|
372
|
Day & Ennis
Macon,
Georgia
|
$2.74M
|
+$23.3K
|
+195
|
+0.7%
|
|
|
373
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.74M
|
–
|
–
|
–
|
|
|
374
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$2.7M
|
-$158K
|
-1,320
|
-5%
|
|
|
375
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$2.68M
|
+$32.5K
|
+272
|
+1%
|
|
