|
301
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.85M
|
–
|
–
|
–
|
|
|
302
|
Root Financial Partners
Encinitas,
California
|
$1.81M
|
+$1.48M
|
+7,676
|
+414%
|
|
|
303
|
Zhang Financial
Portage,
Michigan
|
$1.79M
|
-$3.66K
|
-19
|
-0.2%
|
|
|
304
|
WhitTier Trust Company
Reno,
Nevada
|
$1.76M
|
+$392K
|
+2,033
|
+28%
|
|
|
305
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.7M
|
+$40.9K
|
+212
|
+2%
|
|
|
306
|
KeyBank National Association
Cleveland,
Ohio
|
$1.68M
|
-$8.67K
|
-45
|
-0.5%
|
|
|
307
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$1.66M
|
+$1.69M
|
+8,761
|
New
|
|
|
308
|
KWB Wealth
Redlands,
California
|
$1.65M
|
-$7.9K
|
-41
|
-0.4%
|
|
|
309
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.63M
|
-$174K
|
-905
|
-10%
|
|
|
310
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.6M
|
+$434K
|
+2,251
|
+36%
|
|
|
311
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.58M
|
–
|
–
|
–
|
|
|
312
|
GFS Advisors
Houston,
Texas
|
$1.58M
|
+$1.6M
|
+8,297
|
New
|
|
|
313
|
|
$1.57M
|
+$278K
|
+1,440
|
+21%
|
|
|
314
|
Equitable Holdings
New York
|
$1.57M
|
+$666K
|
+3,455
|
+72%
|
|
|
315
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.56M
|
-$326K
|
-1,690
|
-17%
|
|
|
316
|
Prospera Financial Services
Dallas,
Texas
|
$1.53M
|
+$541K
|
+2,808
|
+53%
|
|
|
317
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.52M
|
-$360K
|
-1,868
|
-19%
|
|
|
318
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.51M
|
+$1.09M
|
+5,658
|
+244%
|
|
|
319
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$1.49M
|
–
|
–
|
–
|
|
|
320
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$1.49M
|
-$77.1K
|
-400
|
-5%
|
|
|
321
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.49M
|
-$3.66K
|
-19
|
-0.2%
|
|
|
322
|
AE Wealth Management
Topeka,
Kansas
|
$1.46M
|
+$1.01M
|
+5,228
|
+214%
|
|
|
323
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.45M
|
-$6.17K
|
-32
|
-0.4%
|
|
|
324
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.45M
|
+$1.74K
|
+9
|
+0.1%
|
|
|
325
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.44M
|
+$56.7K
|
+294
|
+4%
|
|
