|
301
|
|
$331K
|
+$325K
|
+4,061
|
New
|
|
|
302
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$331K
|
–
|
–
|
–
|
|
|
303
|
|
$329K
|
+$324K
|
+4,039
|
New
|
|
|
304
|
Private Trust Company
Cleveland,
Ohio
|
$327K
|
+$48.5K
|
+606
|
+18%
|
|
|
305
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$326K
|
–
|
–
|
–
|
|
|
306
|
ProVise Management Group
Clearwater,
Florida
|
$323K
|
-$157K
|
-1,956
|
-33%
|
|
|
307
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$322K
|
-$481
|
-6
|
-0.2%
|
|
|
308
|
Venture Visionary Partners
Sylvania,
Ohio
|
$314K
|
-$602K
|
-7,515
|
-66%
|
|
|
309
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$313K
|
+$77.2K
|
+964
|
+33%
|
|
|
310
|
Evergreen Capital Management
Bellevue,
Washington
|
$313K
|
–
|
–
|
–
|
|
|
311
|
Meridian Financial
Holliston,
Massachusetts
|
$311K
|
+$401
|
+5
|
+0.1%
|
|
|
312
|
TruWealth Advisors
Metairie,
Louisiana
|
$310K
|
-$2.72K
|
-34
|
-0.9%
|
|
|
313
|
Lido Advisors
Los Angeles,
California
|
$307K
|
+$302K
|
+3,768
|
New
|
|
|
314
|
Silverlake Wealth Management
Williston,
Vermont
|
$301K
|
-$155K
|
-1,935
|
-34%
|
|
|
315
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$301K
|
-$16.9K
|
-211
|
-5%
|
|
|
316
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$298K
|
–
|
–
|
–
|
|
|
317
|
Weinberger Asset Management
Los Angeles,
California
|
$297K
|
-$303K
|
-3,778
|
-51%
|
|
|
318
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$296K
|
+$5.85K
|
+73
|
+2%
|
|
|
319
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$292K
|
–
|
–
|
–
|
|
|
320
|
Rise Advisors
Rochester,
New York
|
$284K
|
+$1.52K
|
+19
|
+0.5%
|
|
|
321
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$283K
|
-$1.32M
|
-16,437
|
-83%
|
|
|
322
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$282K
|
–
|
–
|
–
|
|
|
323
|
IHT Wealth Management
Chicago,
Illinois
|
$280K
|
-$2.8K
|
-35
|
-1%
|
|
|
324
|
Cannell & Spears
New York
|
$274K
|
+$269K
|
+3,363
|
New
|
|
|
325
|
tru Independence
Portland,
Oregon
|
$271K
|
+$641
|
+8
|
+0.2%
|
|
