|
301
|
Axim Planning & Wealth
Springboro,
Ohio
|
$352K
|
–
|
–
|
–
|
|
|
302
|
United Advisor Group
Cincinnati,
Ohio
|
$351K
|
+$20.3K
|
+217
|
+6%
|
|
|
303
|
Kaydan Wealth Management
Fenton,
Michigan
|
$347K
|
+$114K
|
+1,222
|
+50%
|
|
|
304
|
Belpointe Asset Management
Reno,
Nevada
|
$341K
|
-$5.41K
|
-58
|
-2%
|
|
|
305
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$341K
|
-$5.41K
|
-58
|
-2%
|
|
|
306
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$340K
|
–
|
–
|
–
|
|
|
307
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$334K
|
+$330K
|
+3,532
|
New
|
|
|
308
|
KeyBank National Association
Cleveland,
Ohio
|
$333K
|
–
|
–
|
–
|
|
|
309
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$328K
|
+$93.3K
|
+1,000
|
+40%
|
|
|
310
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$325K
|
-$33.9K
|
-363
|
-10%
|
|
|
311
|
Blue Edge Capital
Richmond,
Virginia
|
$322K
|
-$38.8K
|
-416
|
-11%
|
|
|
312
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$314K
|
–
|
–
|
–
|
|
|
313
|
Signal Advisors Wealth
Detroit,
Michigan
|
$312K
|
+$308K
|
+3,301
|
New
|
|
|
314
|
Corient Private Wealth
Miami,
Florida
|
$304K
|
-$12.3K
|
-132
|
-4%
|
|
|
315
|
Prospera Financial Services
Dallas,
Texas
|
$292K
|
+$288K
|
+3,089
|
New
|
|
|
316
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$292K
|
–
|
–
|
–
|
|
|
317
|
IFP Advisors
Tampa,
Florida
|
$289K
|
-$2.68M
|
-28,713
|
-90%
|
|
|
318
|
Rollins Financial Advisors
New York City,
New York
|
$287K
|
+$283K
|
+3,033
|
New
|
|
|
319
|
Old Port Advisors
Portland,
Maine
|
$286K
|
-$13.4K
|
-144
|
-5%
|
|
|
320
|
Private Portfolio Partners
Paramus,
New Jersey
|
$281K
|
+$277K
|
+2,971
|
New
|
|
|
321
|
Private Trust Company
Cleveland,
Ohio
|
$278K
|
+$90.3K
|
+967
|
+49%
|
|
|
322
|
Waterloo Capital
Austin,
Texas
|
$269K
|
+$265K
|
+2,841
|
New
|
|
|
323
|
Artemis Wealth Advisors
New York
|
$269K
|
+$3.27K
|
+35
|
+1%
|
|
|
324
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
325
|
Sunbelt Securities
Houston,
Texas
|
$265K
|
–
|
–
|
–
|
|
