|
201
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$5.27M
|
–
|
–
|
–
|
|
|
202
|
Brio Consultants
San Francisco,
California
|
$5.22M
|
+$33K
|
+590
|
+0.6%
|
|
|
203
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$5.21M
|
+$62.7K
|
+1,122
|
+1%
|
|
|
204
|
McCarthy Asset Management
Redwood Shores,
California
|
$5.13M
|
+$79.1K
|
+1,415
|
+2%
|
|
|
205
|
Summit Wealth Group
White River Junction,
Vermont
|
$5.11M
|
-$286M
|
-5,119,491
|
-98%
|
|
|
206
|
Navalign LLC
Encino,
California
|
$5.1M
|
+$2.91K
|
+52
|
+0.1%
|
|
|
207
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.03M
|
+$349K
|
+6,245
|
+7%
|
|
|
208
|
Linscomb Wealth
Houston,
Texas
|
$4.98M
|
-$299K
|
-5,353
|
-6%
|
|
|
209
|
Fidelity Investments
Boston,
Massachusetts
|
$4.91M
|
+$783K
|
+14,007
|
+19%
|
|
|
210
|
Fifth Third Securities
Cincinnati,
Ohio
|
$4.89M
|
-$6.82K
|
-122
|
-0.1%
|
|
|
211
|
GFS Advisors
Houston,
Texas
|
$4.86M
|
-$81.1K
|
-1,451
|
-2%
|
|
|
212
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.79M
|
+$65.9K
|
+1,179
|
+1%
|
|
|
213
|
SageView Advisory Group
Newport Beach,
California
|
$4.78M
|
+$372K
|
+6,657
|
+8%
|
|
|
214
|
IEQ Capital
Foster City,
California
|
$4.77M
|
+$570K
|
+10,200
|
+14%
|
|
|
215
|
Valmark Advisers
Akron,
Ohio
|
$4.74M
|
-$31K
|
-554
|
-0.7%
|
|
|
216
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.72M
|
+$125K
|
+2,229
|
+3%
|
|
|
217
|
Verity Asset Management
Durham,
North Carolina
|
$4.69M
|
-$3.1M
|
-55,469
|
-40%
|
|
|
218
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$4.69M
|
+$237K
|
+4,239
|
+5%
|
|
|
219
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.64M
|
+$147K
|
+2,635
|
+3%
|
|
|
220
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$4.62M
|
-$1.51K
|
-27
|
-0%
|
|
|
221
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$4.6M
|
+$4.58M
|
+81,942
|
New
|
|
|
222
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.59M
|
-$55.4M
|
-990,343
|
-93%
|
|
|
223
|
Bailard
Foster City,
California
|
$4.59M
|
+$78K
|
+1,394
|
+2%
|
|
|
224
|
Estate Counselors
Thiensville,
Wisconsin
|
$4.58M
|
-$574K
|
-10,260
|
-11%
|
|
|
225
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$4.57M
|
+$88K
|
+1,573
|
+2%
|
|
