|
301
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$449K
|
+$258
|
+6
|
+0.1%
|
|
|
302
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$447K
|
+$32.6K
|
+759
|
+9%
|
|
|
303
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$446K
|
+$410K
|
+9,554
|
New
|
|
|
304
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$443K
|
+$94K
|
+2,189
|
+31%
|
|
|
305
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$434K
|
–
|
–
|
–
|
|
|
306
|
Narwhal Capital Management
Marietta,
Georgia
|
$427K
|
+$382K
|
+8,900
|
New
|
|
|
307
|
Ballew Advisors
Jackson,
Mississippi
|
$425K
|
+$397K
|
+9,236
|
New
|
|
|
308
|
National Wealth Management Group
Cincinnati,
Ohio
|
$416K
|
+$372K
|
+8,658
|
New
|
|
|
309
|
Pathstone Holdings
Englewood,
New Jersey
|
$413K
|
+$370K
|
+8,608
|
New
|
|
|
310
|
Opal Wealth Advisors
Jericho,
New York
|
$408K
|
+$3.99K
|
+93
|
+1%
|
|
|
311
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$405K
|
+$363K
|
+8,441
|
New
|
|
|
312
|
|
$405K
|
+$120K
|
+2,800
|
+50%
|
|
|
313
|
Smart Money Group
Eastland,
Texas
|
$400K
|
+$358K
|
+8,325
|
New
|
|
|
314
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$396K
|
+$354K
|
+8,248
|
New
|
|
|
315
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$393K
|
+$362K
|
+8,419
|
New
|
|
|
316
|
Bank of New York Mellon
New York
|
$382K
|
-$362K
|
-8,423
|
-51%
|
|
|
317
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$370K
|
+$331K
|
+7,708
|
New
|
|
|
318
|
Principal Securities
Des Moines,
Iowa
|
$368K
|
+$329K
|
+7,670
|
New
|
|
|
319
|
Verus Capital Partners
Scottsdale,
Arizona
|
$351K
|
-$183K
|
-4,262
|
-37%
|
|
|
320
|
Private Trust Company
Cleveland,
Ohio
|
$345K
|
+$4.85K
|
+113
|
+2%
|
|
|
321
|
Triumph Capital Management
Denver,
Colorado
|
$341K
|
+$304K
|
+7,081
|
New
|
|
|
322
|
Atlas Financial Advisors
Oroville,
California
|
$340K
|
-$486K
|
-11,307
|
-62%
|
|
|
323
|
Level Four Advisory Services
Dallas,
Texas
|
$329K
|
+$294K
|
+6,843
|
New
|
|
|
324
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$325K
|
+$288K
|
+6,698
|
New
|
|
|
325
|
TownSquare Capital
Provo,
Utah
|
$318K
|
+$284K
|
+6,622
|
New
|
|
