|
276
|
Forte Capital
Rochester,
New York
|
$12.9M
|
–
|
–
|
–
|
|
|
277
|
Black Diamond Financial
Towson,
Maryland
|
$12.9M
|
+$77.5K
|
+1,638
|
+0.6%
|
|
|
278
|
Spinnaker Investment Group
Newport Beach,
California
|
$12.8M
|
-$349K
|
-7,380
|
-3%
|
|
|
279
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$12.8M
|
+$266K
|
+5,622
|
+2%
|
|
|
280
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$12.8M
|
+$274K
|
+5,784
|
+2%
|
|
|
281
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$12.7M
|
+$1.54M
|
+32,490
|
+14%
|
|
|
282
|
Two Sigma Advisers
New York
|
$12.6M
|
-$6.13M
|
-129,600
|
-33%
|
|
|
283
|
GoalVest Advisory
New York
|
$12.6M
|
+$12.5M
|
+263,298
|
New
|
|
|
284
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$12.5M
|
-$5.2M
|
-109,992
|
-30%
|
|
|
285
|
Financial Connections Group
Corte Madera,
California
|
$12.4M
|
-$29.2K
|
-618
|
-0.2%
|
|
|
286
|
Lake Street Private Wealth
Chicago,
Illinois
|
$12.4M
|
+$1.39M
|
+29,340
|
+13%
|
|
|
287
|
Planning Alternatives
Birmingham,
Michigan
|
$12.4M
|
-$118K
|
-2,490
|
-1%
|
|
|
288
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$12.4M
|
+$463K
|
+9,798
|
+4%
|
|
|
289
|
Gratus Capital
Atlanta,
Georgia
|
$12.3M
|
+$12.2M
|
+257,598
|
New
|
|
|
290
|
Wind River Trust Company
Jackson,
Wyoming
|
$12.3M
|
-$974K
|
-20,598
|
-7%
|
|
|
291
|
Kennicott Capital Management
Corte Madera,
California
|
$12.3M
|
+$1.45M
|
+30,600
|
+14%
|
|
|
292
|
Gray Wealth Management
Bangor,
Maine
|
$12.2M
|
-$343K
|
-7,248
|
-3%
|
|
|
293
|
MONECO Advisors
Fairfield,
Connecticut
|
$12.1M
|
-$246K
|
-5,196
|
-2%
|
|
|
294
|
Tenret Company
Tampa,
Florida
|
$12.1M
|
-$755K
|
-15,960
|
-6%
|
|
|
295
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$12.1M
|
-$600K
|
-12,684
|
-5%
|
|
|
296
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12M
|
+$1.57M
|
+33,198
|
+15%
|
|
|
297
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$12M
|
+$128K
|
+2,700
|
+1%
|
|
|
298
|
Comerica Bank
Dallas,
Texas
|
$12M
|
-$3.75M
|
-79,314
|
-23%
|
|
|
299
|
Brio Consultants
San Francisco,
California
|
$11.9M
|
-$244K
|
-5,154
|
-2%
|
|
|
300
|
Scotia Capital
Toronto,
Ontario, Canada
|
$11.9M
|
+$375K
|
+7,932
|
+3%
|
|
