|
301
|
Mission Wealth Management
Santa Barbara,
California
|
$400K
|
+$24.5K
|
+345
|
+6%
|
|
|
302
|
Mercer Global Advisors
Denver,
Colorado
|
$382K
|
-$878K
|
-12,354
|
-69%
|
|
|
303
|
Lokken Investment Group
Lewes,
Delaware
|
$380K
|
+$6.89K
|
+97
|
+2%
|
|
|
304
|
Capital Planning
Bellevue,
Washington
|
$375K
|
–
|
–
|
–
|
|
|
305
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$371K
|
+$15.8K
|
+222
|
+4%
|
|
|
306
|
HoyleCohen
San Diego,
California
|
$366K
|
+$16.1K
|
+226
|
+4%
|
|
|
307
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$365K
|
–
|
–
|
–
|
|
|
308
|
Franklin Resources
San Mateo,
California
|
$357K
|
-$28K
|
-394
|
-7%
|
|
|
309
|
Oppenheimer & Co
New York
|
$356K
|
+$5.33K
|
+75
|
+1%
|
|
|
310
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$356K
|
-$79.9K
|
-1,125
|
-18%
|
|
|
311
|
QRG Capital Management
Chicago,
Illinois
|
$353K
|
+$367K
|
+5,162
|
New
|
|
|
312
|
Trilogy Capital
Irvine,
California
|
$353K
|
-$51.3K
|
-722
|
-12%
|
|
|
313
|
Lion Street Advisors
Austin,
Texas
|
$350K
|
+$364K
|
+5,118
|
New
|
|
|
314
|
Prosperity Wealth Management
San Ramon,
California
|
$348K
|
–
|
–
|
–
|
|
|
315
|
WFA of San Diego
San Diego,
California
|
$345K
|
+$25.6K
|
+361
|
+8%
|
|
|
316
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$345K
|
-$14.8K
|
-209
|
-4%
|
|
|
317
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$345K
|
-$14.8K
|
-209
|
-4%
|
|
|
318
|
First Western Trust Bank
Denver,
Colorado
|
$341K
|
-$10.7K
|
-150
|
-3%
|
|
|
319
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$337K
|
-$8.24K
|
-116
|
-2%
|
|
|
320
|
Brookstone Capital Management
Wheaton,
Illinois
|
$336K
|
+$102K
|
+1,429
|
+42%
|
|
|
321
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$336K
|
+$80.1K
|
+1,128
|
+30%
|
|
|
322
|
Titleist Asset Management
San Antonio,
Texas
|
$325K
|
-$8.88K
|
-125
|
-3%
|
|
|
323
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$320K
|
-$28.6K
|
-402
|
-8%
|
|
|
324
|
Wharton Business Group
Malvern,
Pennsylvania
|
$319K
|
–
|
–
|
–
|
|
|
325
|
Venture Visionary Partners
Sylvania,
Ohio
|
$319K
|
+$3.77K
|
+53
|
+1%
|
|
