|
301
|
Evanson Asset Management
Carmel,
California
|
$3.1M
|
+$964K
|
+4,014
|
+48%
|
|
|
302
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$3.09M
|
-$240
|
-1
|
-0%
|
|
|
303
|
SouthState Corp
Winter Haven,
Florida
|
$3.09M
|
-$187K
|
-777
|
-6%
|
|
|
304
|
PDS Planning
Dublin,
Ohio
|
$3.05M
|
-$42.8K
|
-178
|
-1%
|
|
|
305
|
Park Avenue Securities
New York
|
$3.05M
|
-$227K
|
-946
|
-7%
|
|
|
306
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.04M
|
+$1.17M
|
+4,869
|
+66%
|
|
|
307
|
Roundview Capital
Princeton,
New Jersey
|
$3.04M
|
+$423K
|
+1,762
|
+17%
|
|
|
308
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$3.03M
|
+$24.7K
|
+103
|
+0.9%
|
|
|
309
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$3.02M
|
+$1.45M
|
+6,045
|
+100%
|
|
|
310
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.96M
|
-$10.1K
|
-42
|
-0.4%
|
|
|
311
|
Lido Advisors
Los Angeles,
California
|
$2.96M
|
+$194K
|
+809
|
+7%
|
|
|
312
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.96M
|
-$2.48M
|
-10,326
|
-47%
|
|
|
313
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.95M
|
-$24K
|
-100
|
-0.8%
|
|
|
314
|
True Wealth Design
Akron,
Ohio
|
$2.95M
|
-$88.6K
|
-369
|
-3%
|
|
|
315
|
Coppell Advisory Solutions
Coppell,
Texas
|
$2.95M
|
+$2.84M
|
+11,811
|
New
|
|
|
316
|
EP Wealth Advisors
Torrance,
California
|
$2.94M
|
-$166K
|
-692
|
-6%
|
|
|
317
|
Global Retirement Partners
San Rafael,
California
|
$2.93M
|
+$1.33M
|
+5,536
|
+89%
|
|
|
318
|
Prospera Financial Services
Dallas,
Texas
|
$2.9M
|
-$5.04K
|
-21
|
-0.2%
|
|
|
319
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.88M
|
+$136K
|
+566
|
+5%
|
|
|
320
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$2.87M
|
+$16.8K
|
+70
|
+0.6%
|
|
|
321
|
Avantax Advisory Services
Dallas,
Texas
|
$2.86M
|
+$532K
|
+2,214
|
+24%
|
|
|
322
|
Fortem Financial Group
Palm Desert,
California
|
$2.85M
|
+$686K
|
+2,857
|
+33%
|
|
|
323
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.83M
|
–
|
–
|
–
|
|
|
324
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$2.79M
|
+$234K
|
+974
|
+10%
|
|
|
325
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.69M
|
-$11.1K
|
-46
|
-0.4%
|
|
