|
301
|
Venturi Wealth Management
Austin,
Texas
|
$2.54M
|
+$256K
|
+3,276
|
+11%
|
|
|
302
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$2.51M
|
-$365K
|
-4,675
|
-13%
|
|
|
303
|
WP Advisors
San Francisco,
California
|
$2.51M
|
+$13.8K
|
+177
|
+0.6%
|
|
|
304
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.5M
|
+$576K
|
+7,386
|
+30%
|
|
|
305
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.49M
|
-$78.8K
|
-1,010
|
-3%
|
|
|
306
|
Edgestream Partners
Princeton,
New Jersey
|
$2.48M
|
+$2.49M
|
+31,913
|
New
|
|
|
307
|
Western Wealth Management
Golden,
Colorado
|
$2.47M
|
+$420K
|
+5,381
|
+20%
|
|
|
308
|
Adams Wealth Management
Logan,
Utah
|
$2.45M
|
+$1.73M
|
+22,174
|
+238%
|
|
|
309
|
CacheTech Inc
Logan,
Utah
|
$2.45M
|
+$1.73M
|
+22,174
|
+238%
|
|
|
310
|
Essex LLC
Deer Park,
Illinois
|
$2.45M
|
+$133K
|
+1,705
|
+6%
|
|
|
311
|
Cooksen Wealth
The Woodlands,
Texas
|
$2.44M
|
+$139K
|
+1,782
|
+6%
|
|
|
312
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.44M
|
+$1.13M
|
+14,426
|
+85%
|
|
|
313
|
Oppenheimer Asset Management
New York
|
$2.44M
|
+$2.45M
|
+31,378
|
New
|
|
|
314
|
AMI Investment Management
Kendallville,
Indiana
|
$2.41M
|
+$197K
|
+2,526
|
+9%
|
|
|
315
|
Magnus Financial Group
New York
|
$2.39M
|
-$68.6K
|
-879
|
-3%
|
|
|
316
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$2.39M
|
+$72.4K
|
+927
|
+3%
|
|
|
317
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$2.38M
|
+$29.1K
|
+373
|
+1%
|
|
|
318
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.37M
|
+$321K
|
+4,116
|
+16%
|
|
|
319
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$2.33M
|
-$32.5K
|
-417
|
-1%
|
|
|
320
|
Citizens Financial Group
Providence,
Rhode Island
|
$2.33M
|
-$148K
|
-1,902
|
-6%
|
|
|
321
|
Fiduciary Group
Savannah,
Georgia
|
$2.33M
|
+$830K
|
+10,635
|
+55%
|
|
|
322
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.31M
|
+$988K
|
+12,658
|
+75%
|
|
|
323
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$2.31M
|
-$758K
|
-9,707
|
-25%
|
|
|
324
|
JSF Financial
Los Angeles,
California
|
$2.3M
|
+$2.09M
|
+26,739
|
+920%
|
|
|
325
|
Retirement Guys Formula
Maumee,
Ohio
|
$2.3M
|
-$85.5K
|
-1,095
|
-4%
|
|
