|
301
|
|
$1.22M
|
+$1.21M
|
+25,000
|
New
|
|
|
302
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.22M
|
-$44.6K
|
-919
|
-4%
|
|
|
303
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.22M
|
-$140K
|
-2,882
|
-10%
|
|
|
304
|
Lavaca Capital
Houston,
Texas
|
$1.22M
|
–
|
–
|
–
|
|
|
305
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.21M
|
+$14.5K
|
+300
|
+1%
|
|
|
306
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.21M
|
+$381K
|
+7,863
|
+47%
|
|
|
307
|
Compass Capital Corp
Braintree,
Massachusetts
|
$1.2M
|
-$35.8K
|
-739
|
-3%
|
|
|
308
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.2M
|
-$114K
|
-2,341
|
-9%
|
|
|
309
|
TCFG Wealth Management
Laguna Niguel,
California
|
$1.19M
|
-$318K
|
-6,565
|
-21%
|
|
|
310
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.19M
|
+$1.36K
|
+28
|
+0.1%
|
|
|
311
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.18M
|
-$16.7K
|
-345
|
-1%
|
|
|
312
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.16M
|
+$12.3K
|
+254
|
+1%
|
|
|
313
|
CPA Asset Management
West Palm Beach,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
314
|
PFG Investments
Woodbury,
New York
|
$1.15M
|
+$39.9K
|
+822
|
+4%
|
|
|
315
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1.14M
|
-$115K
|
-2,378
|
-9%
|
|
|
316
|
Centaurus Financial
Anaheim,
California
|
$1.14M
|
+$19.7K
|
+407
|
+2%
|
|
|
317
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.13M
|
+$1.12M
|
+23,181
|
New
|
|
|
318
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.13M
|
+$14.8K
|
+306
|
+1%
|
|
|
319
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.11M
|
-$81.8K
|
-1,687
|
-7%
|
|
|
320
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$1.1M
|
+$69.4K
|
+1,432
|
+7%
|
|
|
321
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$1.1M
|
+$30.1K
|
+620
|
+3%
|
|
|
322
|
Powell Investment Advisors
Miami,
Florida
|
$1.1M
|
+$2.13K
|
+44
|
+0.2%
|
|
|
323
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1.1M
|
+$18.4K
|
+379
|
+2%
|
|
|
324
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.1M
|
+$1.09M
|
+22,498
|
New
|
|
|
325
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.1M
|
-$118K
|
-2,442
|
-10%
|
|
