|
301
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.21M
|
+$742K
|
+8,686
|
+161%
|
|
|
302
|
Cerity Partners OCIO
New York
|
$1.21M
|
+$178K
|
+2,089
|
+17%
|
|
|
303
|
Karpus Investment Management
Pittsford,
New York
|
$1.21M
|
-$3.06M
|
-35,825
|
-72%
|
|
|
304
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.17M
|
+$479K
|
+5,613
|
+70%
|
|
|
305
|
Ledge Wealth Management
Sartell,
Minnesota
|
$1.16M
|
+$1.15M
|
+13,500
|
New
|
|
|
306
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.16M
|
+$240K
|
+2,812
|
+34%
|
|
|
307
|
Successful Portfolios
Clearwater,
Florida
|
$1.15M
|
+$260K
|
+3,044
|
+30%
|
|
|
308
|
AGF Management
Toronto,
Ontario, Canada
|
$1.15M
|
+$1.14M
|
+13,313
|
New
|
|
|
309
|
NWAM LLC
Mercer Island,
Washington
|
$1.14M
|
+$1.13M
|
+13,238
|
New
|
|
|
310
|
AJ Wealth Strategies
New York
|
$1.13M
|
–
|
–
|
–
|
|
|
311
|
Ironwood Financial
Tucson,
Arizona
|
$1.13M
|
-$60.8K
|
-712
|
-5%
|
|
|
312
|
Versant Capital Management
Phoenix,
Arizona
|
$1.13M
|
+$3.84K
|
+45
|
+0.3%
|
|
|
313
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.12M
|
-$1.45K
|
-17
|
-0.1%
|
|
|
314
|
Independent Financial Group
San Diego,
California
|
$1.11M
|
-$42K
|
-492
|
-4%
|
|
|
315
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$1.11M
|
+$51.4K
|
+602
|
+5%
|
|
|
316
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.1M
|
+$145K
|
+1,700
|
+15%
|
|
|
317
|
Mutual Advisors
Omaha,
Nebraska
|
$1.1M
|
+$754K
|
+8,826
|
+226%
|
|
|
318
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.09M
|
-$17.6K
|
-206
|
-2%
|
|
|
319
|
Roundview Capital
Princeton,
New Jersey
|
$1.09M
|
+$24.2K
|
+283
|
+2%
|
|
|
320
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.09M
|
+$648K
|
+7,584
|
+150%
|
|
|
321
|
Bartlett & Co
Cincinnati,
Ohio
|
$1.08M
|
-$5.13K
|
-60
|
-0.5%
|
|
|
322
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.08M
|
-$5.13K
|
-60
|
-0.5%
|
|
|
323
|
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
$1.06M
|
–
|
–
|
–
|
|
|
324
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$1.06M
|
–
|
–
|
–
|
|
|
325
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.05M
|
–
|
–
|
–
|
|
