|
301
|
Highline Wealth Partners
Sherman Oaks,
California
|
$576K
|
+$5.29K
|
+91
|
+0.9%
|
|
|
302
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$572K
|
+$57.8K
|
+994
|
+11%
|
|
|
303
|
Mosaic Financial Group
Chicago,
Illinois
|
$571K
|
–
|
–
|
–
|
|
|
304
|
State Street
Boston,
Massachusetts
|
$567K
|
–
|
–
|
–
|
|
|
305
|
Mission Wealth Management
Santa Barbara,
California
|
$566K
|
+$74.4K
|
+1,280
|
+15%
|
|
|
306
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$562K
|
-$40K
|
-689
|
-7%
|
|
|
307
|
Allspring Global Investments
Charlotte,
North Carolina
|
$557K
|
+$242K
|
+4,161
|
+74%
|
|
|
308
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$555K
|
-$98.3K
|
-1,692
|
-15%
|
|
|
309
|
McKinley Capital Management
Anchorage,
Alaska
|
$550K
|
-$8.08K
|
-139
|
-1%
|
|
|
310
|
Invictus Private Wealth
Denver,
Colorado
|
$549K
|
-$5.81K
|
-100
|
-1%
|
|
|
311
|
Malaga Cove Capital
Pv Estates,
California
|
$549K
|
-$2.03K
|
-35
|
-0.4%
|
|
|
312
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$543K
|
-$945K
|
-16,271
|
-63%
|
|
|
313
|
|
$532K
|
-$174K
|
-3,000
|
-24%
|
|
|
314
|
Whittier Trust
South Pasadena,
California
|
$531K
|
-$71.2K
|
-1,225
|
-12%
|
|
|
315
|
Fractal Investments
Glastonbury,
Connecticut
|
$514K
|
–
|
–
|
–
|
|
|
316
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$510K
|
-$1.92K
|
-33
|
-0.4%
|
|
|
317
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$509K
|
+$12.1K
|
+208
|
+2%
|
|
|
318
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$507K
|
-$32.8K
|
-564
|
-6%
|
|
|
319
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$506K
|
+$45.7K
|
+787
|
+10%
|
|
|
320
|
WhitTier Trust Company
Reno,
Nevada
|
$505K
|
-$13.7K
|
-235
|
-3%
|
|
|
321
|
Breakwater Capital Group
Paramus,
New Jersey
|
$502K
|
+$49.2K
|
+847
|
+11%
|
|
|
322
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$501K
|
+$101K
|
+1,732
|
+25%
|
|
|
323
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$496K
|
+$41.5K
|
+715
|
+9%
|
|
|
324
|
Pacifica Partners
Surrey,
Canada
|
$494K
|
+$105K
|
+1,801
|
+28%
|
|
|
325
|
Insigneo Advisory Services
Miami,
Florida
|
$491K
|
-$388K
|
-6,676
|
-42%
|
|
