|
326
|
Squire Investment Management Company
Orem,
Utah
|
$1.1M
|
+$10.8K
|
+179
|
+1%
|
|
|
327
|
KM Capital Management
Austin,
Texas
|
$1.06M
|
-$47.4K
|
-787
|
-4%
|
|
|
328
|
Karpas Strategies
Litchfield,
Connecticut
|
$1.06M
|
+$161K
|
+2,672
|
+18%
|
|
|
329
|
Institute for Wealth Management
Denver,
Colorado
|
$1.06M
|
–
|
–
|
–
|
|
|
330
|
Root Financial Partners
Encinitas,
California
|
$1.02M
|
-$225K
|
-3,743
|
-18%
|
|
|
331
|
Montag & Associates
Atlanta,
Georgia
|
$1.02M
|
–
|
–
|
–
|
|
|
332
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.02M
|
+$99.7K
|
+1,657
|
+11%
|
|
|
333
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.01M
|
-$3.25K
|
-54
|
-0.3%
|
|
|
334
|
Asset Dedication LLC
San Francisco,
California
|
$1M
|
-$18.1K
|
-300
|
-2%
|
|
|
335
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$987K
|
+$223K
|
+3,699
|
+29%
|
|
|
336
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$981K
|
+$92.4K
|
+1,536
|
+10%
|
|
|
337
|
Naples Global Advisors
Naples,
Florida
|
$979K
|
+$37.8K
|
+628
|
+4%
|
|
|
338
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$974K
|
+$70.4K
|
+1,169
|
+8%
|
|
|
339
|
Atlas Wealth
Cincinnati,
Ohio
|
$973K
|
+$490K
|
+8,136
|
+100%
|
|
|
340
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$971K
|
+$37.3K
|
+619
|
+4%
|
|
|
341
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$940K
|
-$52.3K
|
-869
|
-5%
|
|
|
342
|
Prospera Financial Services
Dallas,
Texas
|
$933K
|
–
|
–
|
–
|
|
|
343
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$932K
|
-$68.9K
|
-1,145
|
-7%
|
|
|
344
|
Beta Wealth Group
San Diego,
California
|
$908K
|
+$42.5K
|
+706
|
+5%
|
|
|
345
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$899K
|
-$147K
|
-2,450
|
-14%
|
|
|
346
|
|
$896K
|
-$1.2M
|
-19,997
|
-57%
|
|
|
347
|
Stevens Capital Partners
Omaha,
Nebraska
|
$872K
|
+$874K
|
+14,517
|
New
|
|
|
348
|
Abacus Wealth Partners
Santa Monica,
California
|
$867K
|
+$104K
|
+1,736
|
+14%
|
|
|
349
|
Flow Traders U.S.
New York
|
$866K
|
-$487K
|
-8,093
|
-36%
|
|
|
350
|
BetterWealth
San Jose,
California
|
$856K
|
-$7.88K
|
-131
|
-0.9%
|
|
