|
301
|
Boston Family Office
Boston,
Massachusetts
|
$2.11M
|
+$60.7K
|
+298
|
+3%
|
|
|
302
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.11M
|
-$75.6K
|
-371
|
-3%
|
|
|
303
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.08M
|
+$44.4K
|
+218
|
+2%
|
|
|
304
|
Human Investing
Lake Oswego,
Oregon
|
$2.08M
|
-$127K
|
-626
|
-6%
|
|
|
305
|
Cardiff Park Advisors
Carlsbad,
California
|
$2.07M
|
+$65.4K
|
+321
|
+3%
|
|
|
306
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.06M
|
-$50.5K
|
-248
|
-2%
|
|
|
307
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$2.06M
|
–
|
–
|
–
|
|
|
308
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.03M
|
-$211K
|
-1,035
|
-9%
|
|
|
309
|
Blankinship & Foster
Solana Beach,
California
|
$2.01M
|
-$3.87K
|
-19
|
-0.2%
|
|
|
310
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.01M
|
-$5.91K
|
-29
|
-0.3%
|
|
|
311
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.01M
|
-$264K
|
-1,297
|
-11%
|
|
|
312
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$2M
|
+$61.1K
|
+300
|
+3%
|
|
|
313
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2M
|
-$8.55K
|
-42
|
-0.4%
|
|
|
314
|
Raymond James Trust
St. Petersburg,
Florida
|
$2M
|
+$85.9K
|
+422
|
+4%
|
|
|
315
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.99M
|
+$2.07M
|
+10,161
|
New
|
|
|
316
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.96M
|
-$69.9K
|
-343
|
-3%
|
|
|
317
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$1.94M
|
-$20.4K
|
-100
|
-1%
|
|
|
318
|
Prudential plc
London, England,
United Kingdom
|
$1.93M
|
-$4.02M
|
-19,750
|
-67%
|
|
|
319
|
SEI Investments
Oaks,
Pennsylvania
|
$1.93M
|
+$548K
|
+2,690
|
+38%
|
|
|
320
|
SVB Wealth
Boston,
Massachusetts
|
$1.92M
|
-$119K
|
-585
|
-6%
|
|
|
321
|
Forum Financial Management
Lombard,
Illinois
|
$1.91M
|
+$129K
|
+634
|
+7%
|
|
|
322
|
Millennium Management
New York
|
$1.91M
|
+$823K
|
+4,042
|
+71%
|
|
|
323
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.9M
|
-$81.5K
|
-400
|
-4%
|
|
|
324
|
Financial Alternatives
La Jolla,
California
|
$1.9M
|
–
|
–
|
–
|
|
|
325
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.89M
|
+$5.91K
|
+29
|
+0.3%
|
|
