|
301
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.38M
|
+$1.27M
|
+21,564
|
New
|
|
|
302
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.36M
|
–
|
–
|
–
|
|
|
303
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.35M
|
-$6.72K
|
-114
|
-0.5%
|
|
|
304
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.31M
|
-$162K
|
-2,752
|
-12%
|
|
|
305
|
Curi RMB Capital
Chicago,
Illinois
|
$1.31M
|
+$18.3K
|
+310
|
+2%
|
|
|
306
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$1.31M
|
+$318K
|
+5,390
|
+36%
|
|
|
307
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.31M
|
+$251K
|
+4,262
|
+26%
|
|
|
308
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.29M
|
+$1.2M
|
+20,284
|
New
|
|
|
309
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.28M
|
-$138K
|
-2,344
|
-10%
|
|
|
310
|
Rothschild Capital Partners
New York
|
$1.28M
|
-$843K
|
-14,304
|
-42%
|
|
|
311
|
|
$1.28M
|
+$1.18M
|
+20,000
|
New
|
|
|
312
|
St. Johns Investment Management
Jacksonville,
Florida
|
$1.27M
|
+$86.9K
|
+1,474
|
+8%
|
|
|
313
|
Barclays
London,
United Kingdom
|
$1.26M
|
-$4.55M
|
-77,140
|
-80%
|
|
|
314
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.26M
|
-$39.9K
|
-676
|
-3%
|
|
|
315
|
Loveless Wealth Management
Billings,
Montana
|
$1.26M
|
+$92.6K
|
+1,570
|
+9%
|
|
|
316
|
Vaughan David Investments
Peoria,
Illinois
|
$1.26M
|
–
|
–
|
–
|
|
|
317
|
HBW Advisory Services
Simi Valley,
California
|
$1.23M
|
+$1.14M
|
+19,318
|
New
|
|
|
318
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$1.22M
|
+$308K
|
+5,226
|
+39%
|
|
|
319
|
Abbot Financial Management
Andover,
Massachusetts
|
$1.22M
|
–
|
–
|
–
|
|
|
320
|
Belpointe Asset Management
Reno,
Nevada
|
$1.22M
|
+$355K
|
+6,018
|
+46%
|
|
|
321
|
RiverGlades Family Offices
Naples,
Florida
|
$1.21M
|
+$33K
|
+560
|
+3%
|
|
|
322
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.2M
|
+$137K
|
+2,330
|
+14%
|
|
|
323
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.18M
|
-$51.5K
|
-874
|
-5%
|
|
|
324
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.18M
|
-$106K
|
-1,794
|
-9%
|
|
|
325
|
First United Bank & Trust
Oakland,
Maryland
|
$1.17M
|
-$159K
|
-2,690
|
-13%
|
|
