|
401
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$420K
|
+$415K
|
+3,975
|
New
|
|
|
402
|
Waverly Advisors
Birmingham,
Alabama
|
$417K
|
–
|
–
|
–
|
|
|
403
|
Bridge Advisory
Pasadena,
California
|
$399K
|
+$394K
|
+3,773
|
New
|
|
|
404
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$395K
|
+$50.4K
|
+482
|
+14%
|
|
|
405
|
Stephens Inc
Little Rock,
Arkansas
|
$392K
|
–
|
–
|
–
|
|
|
406
|
Clearview Wealth Advisors
Salem,
Oregon
|
$391K
|
+$3.55K
|
+34
|
+0.9%
|
|
|
407
|
Clarkston Capital Partners
Rochester,
Michigan
|
$387K
|
–
|
–
|
–
|
|
|
408
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$385K
|
–
|
–
|
–
|
|
|
409
|
Colony Group
Boston,
Massachusetts
|
$384K
|
-$135K
|
-1,293
|
-26%
|
|
|
410
|
Phoenix Financial
Givatayim,
Israel
|
$379K
|
-$88.2K
|
-844
|
-19%
|
|
|
411
|
NewEdge Advisors
New Orleans,
Louisiana
|
$372K
|
+$368K
|
+3,520
|
New
|
|
|
412
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$369K
|
-$151K
|
-1,447
|
-29%
|
|
|
413
|
Hancock Whitney
Gulfport,
Mississippi
|
$368K
|
–
|
–
|
–
|
|
|
414
|
WealthSource Partners
San Luis Obispo,
California
|
$366K
|
-$19.3K
|
-185
|
-5%
|
|
|
415
|
SCS Capital Management
Boston,
Massachusetts
|
$363K
|
-$5.94M
|
-56,815
|
-94%
|
|
|
416
|
MayTech Global Investments
New York
|
$354K
|
+$350K
|
+3,350
|
New
|
|
|
417
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$348K
|
+$104
|
+1
|
+0%
|
|
|
418
|
High Probability Advisors
Pittsford,
New York
|
$344K
|
–
|
–
|
–
|
|
|
419
|
Synovus Financial
Columbus,
Georgia
|
$338K
|
+$334K
|
+3,201
|
New
|
|
|
420
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$336K
|
-$26.2K
|
-251
|
-7%
|
|
|
421
|
BOK Financial Private Wealth
Denver,
Colorado
|
$333K
|
+$329K
|
+3,152
|
New
|
|
|
422
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$331K
|
–
|
–
|
–
|
|
|
423
|
Arden Trust
Wilmington,
Delaware
|
$327K
|
–
|
–
|
–
|
|
|
424
|
Sequent Asset Management
Houston,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
425
|
Regal Investment Advisors
Kentwood,
Michigan
|
$322K
|
-$2.61K
|
-25
|
-0.8%
|
|
