|
301
|
Boston Family Office
Boston,
Massachusetts
|
$2.13M
|
-$82.4K
|
-430
|
-4%
|
|
|
302
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.13M
|
–
|
–
|
–
|
|
|
303
|
SVB Wealth
Boston,
Massachusetts
|
$2.11M
|
-$165K
|
-863
|
-8%
|
|
|
304
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.11M
|
–
|
–
|
–
|
|
|
305
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.09M
|
-$54.6K
|
-285
|
-3%
|
|
|
306
|
Blankinship & Foster
Solana Beach,
California
|
$2.09M
|
-$26.5K
|
-138
|
-1%
|
|
|
307
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.08M
|
–
|
–
|
–
|
|
|
308
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.07M
|
+$145K
|
+758
|
+8%
|
|
|
309
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.05M
|
-$106K
|
-554
|
-5%
|
|
|
310
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$2.03M
|
–
|
–
|
–
|
|
|
311
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.03M
|
-$351K
|
-1,832
|
-15%
|
|
|
312
|
Prospera Financial Services
Dallas,
Texas
|
$2.02M
|
-$25.7K
|
-134
|
-1%
|
|
|
313
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$2.01M
|
+$513K
|
+2,678
|
+37%
|
|
|
314
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.98M
|
+$48.9K
|
+255
|
+3%
|
|
|
315
|
Financial Alternatives
La Jolla,
California
|
$1.97M
|
-$67.1K
|
-350
|
-3%
|
|
|
316
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.96M
|
-$98.3K
|
-513
|
-5%
|
|
|
317
|
Cypress Wealth Services
Palm Desert,
California
|
$1.96M
|
+$192
|
+1
|
+0%
|
|
|
318
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.95M
|
-$188K
|
-979
|
-9%
|
|
|
319
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.93M
|
+$419K
|
+2,186
|
+30%
|
|
|
320
|
Wiser Wealth Management
Marietta,
Georgia
|
$1.93M
|
+$192
|
+1
|
+0%
|
|
|
321
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.92M
|
-$57.5K
|
-300
|
-3%
|
|
|
322
|
Scott & Selber Inc
Houston,
Texas
|
$1.92M
|
+$3.45K
|
+18
|
+0.2%
|
|
|
323
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.91M
|
-$81.3K
|
-424
|
-4%
|
|
|
324
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.91M
|
+$56.5K
|
+295
|
+3%
|
|
|
325
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.87M
|
+$38.3K
|
+200
|
+2%
|
|
