|
301
|
KeyBank National Association
Cleveland,
Ohio
|
$1.24M
|
-$14K
|
-72
|
-1%
|
|
|
302
|
Smith Anglin Financial
Dallas,
Texas
|
$1.24M
|
+$194
|
+1
|
+0%
|
|
|
303
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$1.2M
|
–
|
–
|
–
|
|
|
304
|
Cozad Asset Management
Champaign,
Illinois
|
$1.19M
|
+$134K
|
+689
|
+14%
|
|
|
305
|
Sierra Capital
Miami,
Florida
|
$1.18M
|
+$204K
|
+1,055
|
+23%
|
|
|
306
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.18M
|
-$308K
|
-1,591
|
-22%
|
|
|
307
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.17M
|
-$29.1K
|
-150
|
-3%
|
|
|
308
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.17M
|
+$135K
|
+699
|
+14%
|
|
|
309
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.17M
|
+$2.91K
|
+15
|
+0.3%
|
|
|
310
|
Safeguard Financial
Minocqua,
Wisconsin
|
$1.16M
|
+$233K
|
+1,201
|
+27%
|
|
|
311
|
Falcon Wealth Planning
Ontario,
California
|
$1.15M
|
+$2.91K
|
+15
|
+0.3%
|
|
|
312
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.14M
|
-$5.43K
|
-28
|
-0.5%
|
|
|
313
|
MGO One Seven
Beachwood,
Ohio
|
$1.14M
|
+$15.7K
|
+81
|
+1%
|
|
|
314
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.13M
|
-$213K
|
-1,098
|
-17%
|
|
|
315
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.13M
|
-$969
|
-5
|
-0.1%
|
|
|
316
|
Global Retirement Partners
San Rafael,
California
|
$1.12M
|
+$6.98K
|
+36
|
+0.7%
|
|
|
317
|
Veritable
Wilmington,
Delaware
|
$1.1M
|
–
|
–
|
–
|
|
|
318
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.09M
|
-$27.9K
|
-144
|
-3%
|
|
|
319
|
IHT Wealth Management
Chicago,
Illinois
|
$1.09M
|
-$26.4K
|
-136
|
-3%
|
|
|
320
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.09M
|
-$116K
|
-598
|
-10%
|
|
|
321
|
WrapManager Inc
Mill Valley,
California
|
$1.07M
|
-$46.1K
|
-238
|
-4%
|
|
|
322
|
FC Advisory
West Chester,
Pennsylvania
|
$1.06M
|
+$41.5K
|
+214
|
+4%
|
|
|
323
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
324
|
Waller Financial Planning Group
Columbus,
Ohio
|
$1.06M
|
+$1.94K
|
+10
|
+0.2%
|
|
|
325
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.06M
|
+$522K
|
+2,692
|
+111%
|
|
