|
301
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.3M
|
-$201K
|
-5,829
|
-6%
|
|
|
302
|
Venturi Wealth Management
Austin,
Texas
|
$3.29M
|
+$1.08M
|
+31,234
|
+46%
|
|
|
303
|
Eudaimonia Partners
Winchester,
Tennessee
|
$3.28M
|
+$510K
|
+14,797
|
+18%
|
|
|
304
|
Founders Financial Securities
Towson,
Maryland
|
$3.27M
|
+$871K
|
+25,279
|
+35%
|
|
|
305
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.23M
|
-$330K
|
-9,572
|
-9%
|
|
|
306
|
Alpine Global Management
New York
|
$3.21M
|
+$2.95M
|
+85,613
|
+769%
|
|
|
307
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.19M
|
+$9.1K
|
+264
|
+0.3%
|
|
|
308
|
Commerce Bank
Kansas City,
Missouri
|
$3.17M
|
-$198K
|
-5,732
|
-6%
|
|
|
309
|
Venture Visionary Partners
Sylvania,
Ohio
|
$3.17M
|
+$139K
|
+4,046
|
+4%
|
|
|
310
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.17M
|
+$81.9K
|
+2,376
|
+3%
|
|
|
311
|
Treynor Bancshares
Treynor,
Iowa
|
$3.14M
|
-$63.3K
|
-1,836
|
-2%
|
|
|
312
|
Acima Private Wealth
Richmond,
Virginia
|
$3.14M
|
–
|
–
|
–
|
|
|
313
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.14M
|
+$3.26M
|
+94,545
|
New
|
|
|
314
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.13M
|
-$25.5K
|
-741
|
-0.8%
|
|
|
315
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$3.07M
|
-$4.12M
|
-119,555
|
-56%
|
|
|
316
|
Atria Investments
Charlotte,
North Carolina
|
$3.06M
|
+$388K
|
+11,250
|
+14%
|
|
|
317
|
Meridian Wealth Management
Lexington,
Kentucky
|
$3.06M
|
-$405K
|
-11,745
|
-11%
|
|
|
318
|
Horizon Investments
Charlotte,
North Carolina
|
$3.04M
|
+$810K
|
+23,512
|
+34%
|
|
|
319
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$3.03M
|
+$92.1K
|
+2,672
|
+3%
|
|
|
320
|
Independent Financial Group
San Diego,
California
|
$3.01M
|
-$200K
|
-5,792
|
-6%
|
|
|
321
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$3M
|
+$54.7K
|
+1,587
|
+2%
|
|
|
322
|
Western Wealth Management
Golden,
Colorado
|
$3M
|
+$29.6K
|
+860
|
+1%
|
|
|
323
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.99M
|
-$179K
|
-5,191
|
-5%
|
|
|
324
|
WealthOne
Albany,
New York
|
$2.98M
|
-$325K
|
-9,422
|
-9%
|
|
|
325
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2.95M
|
-$713K
|
-20,687
|
-19%
|
|
