|
301
|
Signal Tree Financial Partners
Copley,
Ohio
|
$1.32M
|
+$250K
|
+2,464
|
+21%
|
|
|
302
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.29M
|
-$190K
|
-1,871
|
-12%
|
|
|
303
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.28M
|
+$604K
|
+5,949
|
+72%
|
|
|
304
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.26M
|
+$1.38M
|
+13,610
|
New
|
|
|
305
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$1.26M
|
+$1.93K
|
+19
|
+0.1%
|
|
|
306
|
IHT Wealth Management
Chicago,
Illinois
|
$1.25M
|
-$643K
|
-6,330
|
-32%
|
|
|
307
|
3Chopt Investment Partners
Richmond,
Virginia
|
$1.25M
|
–
|
–
|
–
|
|
|
308
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.25M
|
+$1.36M
|
+13,438
|
New
|
|
|
309
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.24M
|
+$80.6K
|
+794
|
+6%
|
|
|
310
|
Certuity
North Palm Beach,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
311
|
Diversify Advisory Services
Sandy,
Utah
|
$1.21M
|
+$200K
|
+1,972
|
+18%
|
|
|
312
|
Davidson Trust Company
Seattle,
Washington
|
$1.19M
|
-$8.53K
|
-84
|
-0.6%
|
|
|
313
|
Gotham Asset Management
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
314
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$1.18M
|
–
|
–
|
–
|
|
|
315
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.15M
|
+$293K
|
+2,884
|
+30%
|
|
|
316
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$1.15M
|
-$170K
|
-1,672
|
-12%
|
|
|
317
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.15M
|
-$91.6K
|
-902
|
-7%
|
|
|
318
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.15M
|
+$355K
|
+3,500
|
+39%
|
|
|
319
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.14M
|
-$99.8K
|
-983
|
-7%
|
|
|
320
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.13M
|
+$79.8K
|
+786
|
+7%
|
|
|
321
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.11M
|
-$31K
|
-305
|
-2%
|
|
|
322
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.1M
|
+$112K
|
+1,105
|
+10%
|
|
|
323
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.08M
|
+$75.9K
|
+747
|
+6%
|
|
|
324
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.07M
|
-$203K
|
-2,000
|
-15%
|
|
|
325
|
BOK Financial
Tulsa,
Oklahoma
|
$1.06M
|
-$476K
|
-4,688
|
-29%
|
|
