|
276
|
Falcon Wealth Planning
Ontario,
California
|
$690K
|
+$93
|
+2
|
+0%
|
|
|
277
|
KeyBank National Association
Cleveland,
Ohio
|
$679K
|
–
|
–
|
–
|
|
|
278
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$675K
|
-$10.4K
|
-225
|
-1%
|
|
|
279
|
Fortis Capital Management
Bellevue,
Washington
|
$674K
|
+$703K
|
+15,157
|
New
|
|
|
280
|
Fort Point Capital Partners
San Francisco,
California
|
$670K
|
–
|
–
|
–
|
|
|
281
|
Annandale Capital
Dallas,
Texas
|
$670K
|
+$649
|
+14
|
+0.1%
|
|
|
282
|
TownSquare Capital
Provo,
Utah
|
$665K
|
-$244K
|
-5,269
|
-26%
|
|
|
283
|
Weinberger Asset Management
Los Angeles,
California
|
$661K
|
+$340K
|
+7,341
|
+98%
|
|
|
284
|
Commerce Bank
Kansas City,
Missouri
|
$658K
|
-$223K
|
-4,806
|
-25%
|
|
|
285
|
CPA Asset Management
West Palm Beach,
Florida
|
$654K
|
+$2.64K
|
+57
|
+0.4%
|
|
|
286
|
DFPG Investments
Sandy,
Utah
|
$653K
|
+$680K
|
+14,668
|
New
|
|
|
287
|
Capital Investment Advisors
Atlanta,
Georgia
|
$651K
|
–
|
–
|
–
|
|
|
288
|
Silicon Hills Wealth Management
Austin,
Texas
|
$638K
|
-$152K
|
-3,286
|
-19%
|
|
|
289
|
Rockefeller Capital Management
New York
|
$625K
|
–
|
–
|
–
|
|
|
290
|
Rollins Financial
Atlanta,
Georgia
|
$613K
|
+$106K
|
+2,290
|
+20%
|
|
|
291
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$588K
|
+$95.6K
|
+2,062
|
+19%
|
|
|
292
|
HB Wealth Management
Atlanta,
Georgia
|
$579K
|
-$39.2K
|
-845
|
-6%
|
|
|
293
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$574K
|
–
|
–
|
–
|
|
|
294
|
Keel Point
Huntsville,
Alabama
|
$574K
|
+$598K
|
+12,898
|
New
|
|
|
295
|
CVA Family Office
Denver,
Colorado
|
$560K
|
–
|
–
|
–
|
|
|
296
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$556K
|
+$93
|
+2
|
+0%
|
|
|
297
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$556K
|
+$579K
|
+12,489
|
New
|
|
|
298
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$553K
|
–
|
–
|
–
|
|
|
299
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$546K
|
–
|
–
|
–
|
|
|
300
|
Five Oceans Advisors
Santa Monica,
California
|
$540K
|
+$37.4K
|
+806
|
+7%
|
|
