|
326
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$428K
|
–
|
–
|
–
|
|
|
327
|
Presidio Capital Management
San Diego,
California
|
$423K
|
-$446K
|
-17,585
|
-52%
|
|
|
328
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$419K
|
–
|
–
|
–
|
|
|
329
|
SJS Investment Consulting
Sylvania,
Ohio
|
$414K
|
–
|
–
|
–
|
|
|
330
|
Prosperity Planning
Kansas City,
Missouri
|
$408K
|
-$33K
|
-1,304
|
-8%
|
|
|
331
|
Golden State Equity Partners
South Coast Metro,
California
|
$406K
|
+$398K
|
+15,694
|
New
|
|
|
332
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$404K
|
+$127K
|
+4,995
|
+47%
|
|
|
333
|
NewEdge Advisors
New Orleans,
Louisiana
|
$395K
|
+$242K
|
+9,560
|
+168%
|
|
|
334
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$383K
|
+$376K
|
+14,816
|
New
|
|
|
335
|
Raymond James Trust
St. Petersburg,
Florida
|
$379K
|
+$110K
|
+4,341
|
+42%
|
|
|
336
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$375K
|
+$6.59K
|
+260
|
+2%
|
|
|
337
|
Aire Advisors
Beverly Hills,
California
|
$369K
|
+$5.14K
|
+203
|
+1%
|
|
|
338
|
TownSquare Capital
Provo,
Utah
|
$366K
|
+$11.4K
|
+449
|
+3%
|
|
|
339
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$358K
|
+$304
|
+12
|
+0.1%
|
|
|
340
|
Dopkins Wealth Management
Williamsville,
New York
|
$339K
|
-$6.13K
|
-242
|
-2%
|
|
|
341
|
Canopy Partners
Cincinnati,
Ohio
|
$338K
|
-$2.58K
|
-102
|
-0.8%
|
|
|
342
|
Spire Wealth Management
Mclean,
Virginia
|
$334K
|
-$133K
|
-5,245
|
-29%
|
|
|
343
|
Maryland Capital Advisors
Chester,
Maryland
|
$313K
|
-$5.22K
|
-206
|
-2%
|
|
|
344
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$310K
|
+$303K
|
+11,970
|
New
|
|
|
345
|
Truist Financial
Charlotte,
North Carolina
|
$309K
|
+$16K
|
+633
|
+6%
|
|
|
346
|
Abacus Planning Group
Columbia,
South Carolina
|
$308K
|
+$912
|
+36
|
+0.3%
|
|
|
347
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$300K
|
+$36.2K
|
+1,427
|
+14%
|
|
|
348
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$299K
|
-$19.5K
|
-771
|
-6%
|
|
|
349
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$298K
|
–
|
–
|
–
|
|
|
350
|
REDW Wealth
Albuquerque,
New Mexico
|
$296K
|
-$2.54K
|
-100
|
-0.9%
|
|
