|
301
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.08M
|
+$250K
|
+10,189
|
+27%
|
|
|
302
|
Oakwell Private Wealth Management
Austin,
Texas
|
$1.07M
|
+$3.98K
|
+162
|
+0.3%
|
|
|
303
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.07M
|
+$4.49K
|
+183
|
+0.4%
|
|
|
304
|
Avantax Advisory Services
Dallas,
Texas
|
$1.06M
|
+$177K
|
+7,229
|
+18%
|
|
|
305
|
Wedbush Securities
Los Angeles,
California
|
$1.04M
|
–
|
–
|
–
|
|
|
306
|
Domani Wealth
Lancaster,
Pennsylvania
|
$1.04M
|
-$56K
|
-2,282
|
-5%
|
|
|
307
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.03M
|
–
|
–
|
–
|
|
|
308
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
309
|
Wells Fargo
San Francisco,
California
|
$1M
|
-$496K
|
-20,205
|
-31%
|
|
|
310
|
Venture Visionary Partners
Sylvania,
Ohio
|
$998K
|
-$508K
|
-20,709
|
-32%
|
|
|
311
|
Stone Summit Wealth
Miami,
Florida
|
$993K
|
+$151K
|
+6,149
|
+16%
|
|
|
312
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$977K
|
+$73.8K
|
+3,004
|
+7%
|
|
|
313
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$966K
|
+$395K
|
+16,109
|
+59%
|
|
|
314
|
US Bancorp
Minneapolis,
Minnesota
|
$955K
|
-$511K
|
-20,803
|
-33%
|
|
|
315
|
IEQ Capital
Foster City,
California
|
$950K
|
+$3.95K
|
+161
|
+0.4%
|
|
|
316
|
Bard Financial Services
Branford,
Connecticut
|
$932K
|
+$63K
|
+2,565
|
+7%
|
|
|
317
|
Silvercrest Asset Management
New York
|
$926K
|
–
|
–
|
–
|
|
|
318
|
ERn Financial LLC
Middleton,
Wisconsin
|
$916K
|
+$10.8K
|
+441
|
+1%
|
|
|
319
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$913K
|
–
|
–
|
–
|
|
|
320
|
Fortis Advisors
Wayne,
Pennsylvania
|
$909K
|
-$2.28K
|
-93
|
-0.2%
|
|
|
321
|
ProVise Management Group
Clearwater,
Florida
|
$881K
|
-$58.1K
|
-2,366
|
-6%
|
|
|
322
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$870K
|
–
|
–
|
–
|
|
|
323
|
Cresset Asset Management
Chicago,
Illinois
|
$867K
|
-$93.6K
|
-3,812
|
-9%
|
|
|
324
|
Mason Investment Advisory Services
Reston,
Virginia
|
$855K
|
-$50.6K
|
-2,060
|
-5%
|
|
|
325
|
Atria Wealth Solutions
New York
|
$840K
|
+$17K
|
+693
|
+2%
|
|
