|
301
|
First American Trust
Santa Ana,
California
|
$1.95M
|
+$220K
|
+4,656
|
+13%
|
|
|
302
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.93M
|
+$138K
|
+2,930
|
+8%
|
|
|
303
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.93M
|
-$6.09K
|
-129
|
-0.3%
|
|
|
304
|
Avantax Advisory Services
Dallas,
Texas
|
$1.93M
|
-$6.44M
|
-136,304
|
-77%
|
|
|
305
|
LAM Group
Lake Oswego,
Oregon
|
$1.86M
|
-$223K
|
-4,715
|
-11%
|
|
|
306
|
WealthSource Partners
San Luis Obispo,
California
|
$1.85M
|
-$263K
|
-5,568
|
-12%
|
|
|
307
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.84M
|
-$644K
|
-13,631
|
-26%
|
|
|
308
|
Stone Summit Wealth
Miami,
Florida
|
$1.84M
|
-$53.8K
|
-1,138
|
-3%
|
|
|
309
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.83M
|
+$1.15M
|
+24,443
|
+171%
|
|
|
310
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.83M
|
-$221K
|
-4,686
|
-11%
|
|
|
311
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.83M
|
+$1.82M
|
+38,619
|
New
|
|
|
312
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.8M
|
-$24.9K
|
-527
|
-1%
|
|
|
313
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.8M
|
-$4.58K
|
-97
|
-0.3%
|
|
|
314
|
Caldwell Trust
Venice,
Florida
|
$1.79M
|
-$504K
|
-10,660
|
-22%
|
|
|
315
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.78M
|
+$304K
|
+6,429
|
+21%
|
|
|
316
|
Veery Capital
Wilmington,
Delaware
|
$1.77M
|
+$140K
|
+2,968
|
+9%
|
|
|
317
|
Leeward Financial Partners
Bellevue,
Washington
|
$1.75M
|
-$149K
|
-3,148
|
-8%
|
|
|
318
|
Waverly Advisors
Birmingham,
Alabama
|
$1.75M
|
-$193K
|
-4,093
|
-10%
|
|
|
319
|
TD Private Client Wealth
New York
|
$1.74M
|
-$421K
|
-8,909
|
-19%
|
|
|
320
|
Rockefeller Capital Management
New York
|
$1.72M
|
+$114K
|
+2,405
|
+7%
|
|
|
321
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.72M
|
+$1.71M
|
+36,268
|
New
|
|
|
322
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.71M
|
+$207K
|
+4,388
|
+14%
|
|
|
323
|
Lodestar Private Asset Management
Alamo,
California
|
$1.69M
|
-$333K
|
-7,038
|
-16%
|
|
|
324
|
NEPC LLC
Boston,
Massachusetts
|
$1.68M
|
–
|
–
|
–
|
|
|
325
|
Advisory Alpha
Holland,
Michigan
|
$1.68M
|
+$884K
|
+18,719
|
+111%
|
|
