|
301
|
Lodestar Private Asset Management
Alamo,
California
|
$1.92M
|
+$230K
|
+4,861
|
+14%
|
|
|
302
|
SageView Advisory Group
Newport Beach,
California
|
$1.91M
|
-$1.51M
|
-31,927
|
Closed
|
|
|
303
|
Veery Capital
Wilmington,
Delaware
|
$1.91M
|
+$127K
|
+2,676
|
+7%
|
|
|
304
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.89M
|
+$80.8K
|
+1,706
|
+4%
|
|
|
305
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.88M
|
-$58.9K
|
-1,243
|
-3%
|
|
|
306
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.88M
|
+$878K
|
+18,535
|
+88%
|
|
|
307
|
Plum Street Advisors
New Orleans,
Louisiana
|
$1.86M
|
+$1.86M
|
+39,193
|
New
|
|
|
308
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.85M
|
+$5.97K
|
+126
|
+0.3%
|
|
|
309
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.85M
|
-$14.9M
|
-314,009
|
-89%
|
|
|
310
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$1.85M
|
-$1.71M
|
-36,175
|
-48%
|
|
|
311
|
Independent Financial Group
San Diego,
California
|
$1.84M
|
+$233K
|
+4,917
|
+14%
|
|
|
312
|
Guild Investment Management
Los Angeles,
California
|
$1.84M
|
+$1.83M
|
+38,700
|
New
|
|
|
313
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.84M
|
-$227K
|
-4,792
|
-11%
|
|
|
314
|
Waverly Advisors
Birmingham,
Alabama
|
$1.82M
|
+$58.1K
|
+1,227
|
+3%
|
|
|
315
|
WealthSource Partners
San Luis Obispo,
California
|
$1.81M
|
-$51.3K
|
-1,082
|
-3%
|
|
|
316
|
AA Financial Advisors
Columbus,
Ohio
|
$1.8M
|
+$1.79M
|
+37,869
|
New
|
|
|
317
|
Squire Investment Management Company
Orem,
Utah
|
$1.76M
|
+$1.75M
|
+37,038
|
New
|
|
|
318
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.75M
|
-$62.9K
|
-1,328
|
-3%
|
|
|
319
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.73M
|
+$168K
|
+3,550
|
+11%
|
|
|
320
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.7M
|
-$19.8K
|
-418
|
-1%
|
|
|
321
|
Caldwell Trust
Venice,
Florida
|
$1.69M
|
-$105K
|
-2,222
|
-6%
|
|
|
322
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.69M
|
-$146K
|
-3,083
|
-8%
|
|
|
323
|
NEPC LLC
Boston,
Massachusetts
|
$1.69M
|
–
|
–
|
–
|
|
|
324
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$1.68M
|
+$1.68M
|
+35,456
|
New
|
|
|
325
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.68M
|
+$678K
|
+14,321
|
+68%
|
|
