|
301
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$1.44M
|
+$27.6K
|
+529
|
+2%
|
|
|
302
|
Empire Financial Management Company
New York
|
$1.43M
|
-$36.7K
|
-704
|
-3%
|
|
|
303
|
Strategic Equity Management
Tucson,
Arizona
|
$1.42M
|
-$7.65M
|
-146,795
|
-84%
|
|
|
304
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.42M
|
+$114K
|
+2,180
|
+9%
|
|
|
305
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.41M
|
+$356K
|
+6,828
|
+34%
|
|
|
306
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.4M
|
+$428K
|
+8,214
|
+45%
|
|
|
307
|
Claro Advisors
Boston,
Massachusetts
|
$1.4M
|
-$783K
|
-15,041
|
-36%
|
|
|
308
|
WJ Wealth Management
Glendale,
Arizona
|
$1.4M
|
+$1.38M
|
+26,447
|
New
|
|
|
309
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$1.39M
|
+$7.55K
|
+145
|
+0.6%
|
|
|
310
|
Element Wealth
Ridgeland,
Mississippi
|
$1.39M
|
+$212K
|
+4,062
|
+18%
|
|
|
311
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.36M
|
+$118K
|
+2,259
|
+10%
|
|
|
312
|
EP Wealth Advisors
Torrance,
California
|
$1.33M
|
+$1.31M
|
+25,084
|
New
|
|
|
313
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$1.32M
|
-$113K
|
-2,164
|
-8%
|
|
|
314
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$1.32M
|
+$54.1K
|
+1,039
|
+4%
|
|
|
315
|
Private Trust Company
Cleveland,
Ohio
|
$1.3M
|
+$155K
|
+2,976
|
+14%
|
|
|
316
|
Barnes Wealth Management Group
Bakersfield,
California
|
$1.29M
|
+$37.2K
|
+714
|
+3%
|
|
|
317
|
|
$1.29M
|
+$1.15M
|
+21,999
|
+894%
|
|
|
318
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.28M
|
+$556K
|
+10,673
|
+79%
|
|
|
319
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.27M
|
+$127K
|
+2,442
|
+11%
|
|
|
320
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.27M
|
-$378K
|
-7,262
|
-23%
|
|
|
321
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$1.27M
|
+$23.3K
|
+447
|
+2%
|
|
|
322
|
Oppenheimer & Co
New York
|
$1.25M
|
-$66K
|
-1,267
|
-5%
|
|
|
323
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.25M
|
-$132K
|
-2,533
|
-10%
|
|
|
324
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.23M
|
+$162K
|
+3,102
|
+15%
|
|
|
325
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.23M
|
+$583K
|
+11,194
|
+92%
|
|
