|
301
|
Fortem Financial Group
Palm Desert,
California
|
$1.7M
|
+$222K
|
+1,080
|
+15%
|
|
|
302
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.68M
|
+$1.65M
|
+8,047
|
New
|
|
|
303
|
First Merchants Corp
Muncie,
Indiana
|
$1.65M
|
+$1.03K
|
+5
|
+0.1%
|
|
|
304
|
Clarius Group LLC
Seattle,
Washington
|
$1.64M
|
–
|
–
|
–
|
|
|
305
|
World Investment Advisors
Santa Barbara,
California
|
$1.64M
|
+$2.26K
|
+11
|
+0.1%
|
|
|
306
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.64M
|
+$22.2K
|
+108
|
+1%
|
|
|
307
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.62M
|
-$24K
|
-117
|
-1%
|
|
|
308
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.61M
|
+$120K
|
+583
|
+8%
|
|
|
309
|
Corundum Group
Colorado Springs,
Colorado
|
$1.6M
|
-$1.23K
|
-6
|
-0.1%
|
|
|
310
|
M&T Bank
Buffalo,
New York
|
$1.6M
|
-$46.2K
|
-225
|
-3%
|
|
|
311
|
Life Planning Partners
Jacksonville,
Florida
|
$1.6M
|
-$55.5K
|
-270
|
-3%
|
|
|
312
|
Aspiriant LLC
Los Angeles,
California
|
$1.59M
|
-$197K
|
-960
|
-11%
|
|
|
313
|
Triumph Capital Management
Denver,
Colorado
|
$1.59M
|
+$1.57M
|
+7,647
|
New
|
|
|
314
|
S.A. Mason
Holland,
Michigan
|
$1.58M
|
+$170K
|
+830
|
+12%
|
|
|
315
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.57M
|
+$65.7K
|
+320
|
+4%
|
|
|
316
|
Patron Partners
Houston,
Texas
|
$1.56M
|
-$109K
|
-530
|
-7%
|
|
|
317
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.55M
|
+$1.53M
|
+7,460
|
New
|
|
|
318
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.55M
|
+$11.5K
|
+56
|
+0.8%
|
|
|
319
|
TownSquare Capital
Provo,
Utah
|
$1.55M
|
+$1.52M
|
+7,417
|
New
|
|
|
320
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.52M
|
+$3.49K
|
+17
|
+0.2%
|
|
|
321
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.52M
|
+$1.49M
|
+7,274
|
New
|
|
|
322
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.51M
|
-$261K
|
-1,270
|
-15%
|
|
|
323
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.51M
|
+$59.4K
|
+289
|
+4%
|
|
|
324
|
IHT Wealth Management
Chicago,
Illinois
|
$1.5M
|
+$129K
|
+626
|
+10%
|
|
|
325
|
Soundwatch Capital
Rowayton,
Connecticut
|
$1.49M
|
-$3.18M
|
-15,468
|
-68%
|
|
