|
301
|
TrinityPoint Wealth
Milford,
Connecticut
|
$5.85M
|
+$1.8M
|
+41,159
|
+47%
|
|
|
302
|
Granite Harbor Advisors
Houston,
Texas
|
$5.84M
|
-$2.49K
|
-57
|
-0%
|
|
|
303
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.82M
|
-$106K
|
-2,422
|
-2%
|
|
|
304
|
CoreCap Advisors
Southfield,
Michigan
|
$5.73M
|
-$1.21M
|
-27,791
|
-18%
|
|
|
305
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.68M
|
+$50.9K
|
+1,166
|
+0.9%
|
|
|
306
|
J.W. Burns & Co
Dewitt,
New York
|
$5.66M
|
-$326K
|
-7,478
|
-6%
|
|
|
307
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$5.59M
|
+$182K
|
+4,162
|
+3%
|
|
|
308
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$5.54M
|
+$5.33M
|
+122,173
|
New
|
|
|
309
|
Trilogy Capital
Irvine,
California
|
$5.48M
|
-$6.72M
|
-154,003
|
-56%
|
|
|
310
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.47M
|
-$7.11M
|
-163,044
|
-57%
|
|
|
311
|
Bank of New York Mellon
New York
|
$5.43M
|
+$788K
|
+18,059
|
+18%
|
|
|
312
|
Independent Financial Group
San Diego,
California
|
$5.37M
|
+$371K
|
+8,504
|
+8%
|
|
|
313
|
Wexford Capital
West Palm Beach,
Florida
|
$5.36M
|
-$163K
|
-3,737
|
-3%
|
|
|
314
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$5.36M
|
-$68.5K
|
-1,570
|
-1%
|
|
|
315
|
Sandy Spring Bank
Olney,
Maryland
|
$5.35M
|
-$174K
|
-3,977
|
-3%
|
|
|
316
|
Alerus Financial
Grand Forks,
North Dakota
|
$5.29M
|
+$5.09M
|
+116,641
|
New
|
|
|
317
|
Allspring Global Investments
Charlotte,
North Carolina
|
$5.26M
|
-$145K
|
-3,318
|
-3%
|
|
|
318
|
Stockman Wealth Management
Billings,
Montana
|
$5.22M
|
+$158K
|
+3,617
|
+3%
|
|
|
319
|
Rise Advisors
Rochester,
New York
|
$5.22M
|
+$208K
|
+4,759
|
+4%
|
|
|
320
|
Horizon Investments
Charlotte,
North Carolina
|
$5.2M
|
-$1.31M
|
-30,061
|
-21%
|
|
|
321
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$5.16M
|
+$112K
|
+2,571
|
+2%
|
|
|
322
|
Wela Strategies
Atlanta,
Georgia
|
$5.16M
|
+$572K
|
+13,106
|
+13%
|
|
|
323
|
Estate Counselors
Thiensville,
Wisconsin
|
$5.13M
|
-$42.9K
|
-982
|
-0.9%
|
|
|
324
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5.1M
|
+$289K
|
+6,628
|
+6%
|
|
|
325
|
Institute for Wealth Management
Denver,
Colorado
|
$5.1M
|
+$19.8K
|
+453
|
+0.4%
|
|
