|
326
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$864K
|
+$60.2K
|
+1,445
|
+8%
|
|
|
327
|
Cascade Financial Partners
San Diego,
California
|
$843K
|
-$191K
|
-4,582
|
-19%
|
|
|
328
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$838K
|
+$15.2K
|
+365
|
+2%
|
|
|
329
|
Lake Street Private Wealth
Chicago,
Illinois
|
$837K
|
+$24.4K
|
+585
|
+3%
|
|
|
330
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$828K
|
-$1K
|
-24
|
-0.1%
|
|
|
331
|
Principal Securities
Des Moines,
Iowa
|
$819K
|
–
|
–
|
–
|
|
|
332
|
Kaizen Financial Strategies
Campbell,
California
|
$816K
|
+$50.9K
|
+1,222
|
+7%
|
|
|
333
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$814K
|
+$103K
|
+2,478
|
+15%
|
|
|
334
|
Bank of New York Mellon
New York
|
$813K
|
-$3.46K
|
-83
|
-0.4%
|
|
|
335
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$797K
|
-$12.6M
|
-303,247
|
-94%
|
|
|
336
|
3EDGE Asset Management
Naples,
Florida
|
$793K
|
+$260K
|
+6,247
|
+48%
|
|
|
337
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$792K
|
-$50.1K
|
-1,202
|
-6%
|
|
|
338
|
Pilgrim Partners Asia
Singapore
|
$791K
|
+$267K
|
+6,400
|
+51%
|
|
|
339
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$785K
|
+$389K
|
+9,336
|
+99%
|
|
|
340
|
Freedom Investment Management
Hartford,
Connecticut
|
$784K
|
-$83.4K
|
-2,002
|
-10%
|
|
|
341
|
Trust Company
Manhattan,
Kansas
|
$779K
|
-$551K
|
-13,219
|
-42%
|
|
|
342
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$772K
|
+$26.5K
|
+636
|
+4%
|
|
|
343
|
Carret Asset Management
New York
|
$762K
|
-$35.4K
|
-850
|
-4%
|
|
|
344
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$760K
|
+$15.1K
|
+362
|
+2%
|
|
|
345
|
Private Trust Company
Cleveland,
Ohio
|
$758K
|
-$114K
|
-2,746
|
-13%
|
|
|
346
|
LongView Wealth Management
Atlanta,
Georgia
|
$753K
|
+$57.8K
|
+1,387
|
+8%
|
|
|
347
|
Martin & Co
Knoxville,
Tennessee
|
$752K
|
+$5.21K
|
+125
|
+0.7%
|
|
|
348
|
1900 Wealth Management
San Antonio,
Texas
|
$750K
|
–
|
–
|
–
|
|
|
349
|
Focus Financial Network
Minneapolis,
Minnesota
|
$744K
|
+$3.33K
|
+80
|
+0.5%
|
|
|
350
|
Wealthspire Advisors (New York)
New York
|
$742K
|
-$535K
|
-12,837
|
-42%
|
|
