|
501
|
IEQ Capital
Foster City,
California
|
$2.8M
|
+$509K
|
+3,507
|
+22%
|
|
|
502
|
Grassi Investment Management
Santa Clara,
California
|
$2.8M
|
+$3.63K
|
+25
|
+0.1%
|
|
|
503
|
Principle Wealth Partners
Madison,
Connecticut
|
$2.8M
|
-$117K
|
-802
|
-4%
|
|
|
504
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.79M
|
-$1.21M
|
-8,347
|
-30%
|
|
|
505
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$2.78M
|
+$627K
|
+4,318
|
+29%
|
|
|
506
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$2.77M
|
-$91.7K
|
-631
|
-3%
|
|
|
507
|
One Day In July LLC
Burlington,
Vermont
|
$2.75M
|
+$242K
|
+1,668
|
+10%
|
|
|
508
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$2.75M
|
–
|
–
|
–
|
|
|
509
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.75M
|
+$31.5K
|
+217
|
+1%
|
|
|
510
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.74M
|
-$484K
|
-3,331
|
-15%
|
|
|
511
|
Envision Financial Planning
Memphis,
Tennessee
|
$2.74M
|
-$95.7K
|
-659
|
-3%
|
|
|
512
|
CX Institutional
Auburn,
Indiana
|
$2.74M
|
-$548K
|
-3,775
|
-17%
|
|
|
513
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.73M
|
-$79.5K
|
-547
|
-3%
|
|
|
514
|
Global View Capital Management
Waukesha,
Wisconsin
|
$2.73M
|
+$2.35M
|
+16,186
|
+652%
|
|
|
515
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$2.72M
|
-$161K
|
-1,110
|
-6%
|
|
|
516
|
Wedbush Securities
Los Angeles,
California
|
$2.72M
|
-$123K
|
-844
|
-4%
|
|
|
517
|
Meridian Investment Counsel
Lafayette,
California
|
$2.7M
|
-$19.6K
|
-135
|
-0.7%
|
|
|
518
|
Koshinski Asset Management
Decatur,
Illinois
|
$2.68M
|
+$333K
|
+2,292
|
+14%
|
|
|
519
|
Insigneo Advisory Services
Miami,
Florida
|
$2.68M
|
-$229K
|
-1,575
|
-8%
|
|
|
520
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$2.67M
|
+$543K
|
+3,739
|
+26%
|
|
|
521
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$2.66M
|
+$375K
|
+2,579
|
+16%
|
|
|
522
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.65M
|
-$9.44K
|
-65
|
-0.4%
|
|
|
523
|
Sandy Spring Bank
Olney,
Maryland
|
$2.65M
|
-$61K
|
-420
|
-2%
|
|
|
524
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.63M
|
-$111K
|
-767
|
-4%
|
|
|
525
|
Synovus Financial
Columbus,
Georgia
|
$2.62M
|
-$94.9K
|
-653
|
-4%
|
|
