|
426
|
Capital Group Private Client Services
Los Angeles,
California
|
$964K
|
–
|
–
|
–
|
|
|
427
|
Roundview Capital
Princeton,
New Jersey
|
$963K
|
–
|
–
|
–
|
|
|
428
|
Concentrum Wealth Management
San Jose,
California
|
$958K
|
-$833K
|
-14,282
|
-47%
|
|
|
429
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$957K
|
–
|
–
|
–
|
|
|
430
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$950K
|
+$3.73K
|
+64
|
+0.4%
|
|
|
431
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$948K
|
+$58.1K
|
+996
|
+7%
|
|
|
432
|
Activest Wealth Management
Aventure,
Florida
|
$942K
|
-$8.37M
|
-143,484
|
-90%
|
|
|
433
|
KeyBank National Association
Cleveland,
Ohio
|
$942K
|
–
|
–
|
–
|
|
|
434
|
rebel Financial
Groveport,
Ohio
|
$938K
|
+$919K
|
+15,756
|
New
|
|
|
435
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$921K
|
–
|
–
|
–
|
|
|
436
|
Prudent Man Investment Management
Louisville,
Colorado
|
$901K
|
-$59.2K
|
-1,015
|
-6%
|
|
|
437
|
Capital Investment Advisors
Atlanta,
Georgia
|
$894K
|
-$12.2K
|
-209
|
-1%
|
|
|
438
|
LongView Wealth Management
Atlanta,
Georgia
|
$879K
|
–
|
–
|
–
|
|
|
439
|
IHT Wealth Management
Chicago,
Illinois
|
$876K
|
+$582K
|
+9,978
|
+211%
|
|
|
440
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$876K
|
-$87.3K
|
-1,496
|
-10%
|
|
|
441
|
Falcon Wealth Planning
Ontario,
California
|
$864K
|
–
|
–
|
–
|
|
|
442
|
Centaurus Financial
Anaheim,
California
|
$857K
|
+$50.1K
|
+858
|
+6%
|
|
|
443
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$854K
|
–
|
–
|
–
|
|
|
444
|
Stone Summit Wealth
Miami,
Florida
|
$840K
|
-$24.5K
|
-420
|
-3%
|
|
|
445
|
CVA Family Office
Denver,
Colorado
|
$840K
|
+$358K
|
+6,131
|
+77%
|
|
|
446
|
Keebeck Wealth Management
Chicago,
Illinois
|
$836K
|
-$207K
|
-3,540
|
-20%
|
|
|
447
|
Cary Street Partners
Richmond,
Virginia
|
$831K
|
+$10.2K
|
+175
|
+1%
|
|
|
448
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$831K
|
-$25.4K
|
-436
|
-3%
|
|
|
449
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$830K
|
-$2.68K
|
-46
|
-0.3%
|
|
|
450
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$828K
|
–
|
–
|
–
|
|
