|
301
|
|
$3.23M
|
+$387K
|
+7,097
|
+15%
|
|
|
302
|
ORG Partners
Roanoke,
Indiana
|
$3.19M
|
+$2.84M
|
+51,979
|
+1,729%
|
|
|
303
|
Bank of New York Mellon
New York
|
$3.16M
|
+$142K
|
+2,593
|
+5%
|
|
|
304
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.16M
|
+$519K
|
+9,507
|
+21%
|
|
|
305
|
Oppenheimer & Co
New York
|
$3.15M
|
+$406K
|
+7,435
|
+16%
|
|
|
306
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.13M
|
+$27.6K
|
+505
|
+0.9%
|
|
|
307
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.13M
|
+$2.94M
|
+53,918
|
New
|
|
|
308
|
West Financial Advisors
Des Moines,
Iowa
|
$3.06M
|
-$34.6K
|
-633
|
-1%
|
|
|
309
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.05M
|
-$62.8K
|
-1,150
|
-2%
|
|
|
310
|
Callan Capital
La Jolla,
California
|
$3.04M
|
+$29K
|
+532
|
+1%
|
|
|
311
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$3.02M
|
+$2.85M
|
+52,174
|
New
|
|
|
312
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$3.02M
|
+$2.57M
|
+47,133
|
+953%
|
|
|
313
|
DFPG Investments
Sandy,
Utah
|
$3.01M
|
+$405K
|
+7,421
|
+16%
|
|
|
314
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$2.95M
|
–
|
–
|
–
|
|
|
315
|
Continuum Advisory
Eagle,
Idaho
|
$2.92M
|
+$23.6K
|
+432
|
+0.9%
|
|
|
316
|
Warner Financial
Bethesda,
Maryland
|
$2.9M
|
-$102K
|
-1,876
|
-4%
|
|
|
317
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$2.9M
|
+$2.73M
|
+50,078
|
New
|
|
|
318
|
|
$2.89M
|
-$1M
|
-18,343
|
-27%
|
|
|
319
|
Bath Savings Trust
Bath,
Maine
|
$2.88M
|
-$24.7K
|
-452
|
-0.9%
|
|
|
320
|
Advisory Services Network
Atlanta,
Georgia
|
$2.87M
|
+$867K
|
+15,872
|
+47%
|
|
|
321
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.86M
|
+$27.4K
|
+501
|
+1%
|
|
|
322
|
Aveo Capital Partners
Englewood,
Colorado
|
$2.84M
|
+$1.64M
|
+30,098
|
+160%
|
|
|
323
|
Perigon Wealth Management
San Francisco,
California
|
$2.84M
|
+$116K
|
+2,124
|
+5%
|
|
|
324
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$2.83M
|
+$9.83K
|
+180
|
+0.4%
|
|
|
325
|
Everhart Financial Group
Dublin,
Ohio
|
$2.8M
|
+$61.7K
|
+1,130
|
+2%
|
|
