|
301
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$372K
|
–
|
–
|
–
|
|
|
302
|
Farmers Trust Company
Youngstown,
Ohio
|
$371K
|
–
|
–
|
–
|
|
|
303
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$358K
|
+$365K
|
+8,666
|
New
|
|
|
304
|
Drive Wealth Management
Lehi,
Utah
|
$355K
|
-$74.8K
|
-1,776
|
-17%
|
|
|
305
|
Waverly Advisors
Birmingham,
Alabama
|
$354K
|
–
|
–
|
–
|
|
|
306
|
Fiduciary Financial Group
San Rafael,
California
|
$352K
|
+$9.09K
|
+216
|
+3%
|
|
|
307
|
Keel Point
Huntsville,
Alabama
|
$342K
|
+$1.01K
|
+24
|
+0.3%
|
|
|
308
|
Forum Private Client Group
Fishers,
Indiana
|
$332K
|
+$15.2K
|
+362
|
+5%
|
|
|
309
|
J.W. Cole Advisors
Tampa,
Florida
|
$332K
|
-$674
|
-16
|
-0.2%
|
|
|
310
|
Geneos Wealth Management
Englewood,
Colorado
|
$329K
|
-$2.4K
|
-57
|
-0.7%
|
|
|
311
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$328K
|
+$335K
|
+7,957
|
New
|
|
|
312
|
Aspire Private Capital
Cornelius,
North Carolina
|
$322K
|
+$24K
|
+569
|
+8%
|
|
|
313
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$321K
|
-$456K
|
-10,822
|
-58%
|
|
|
314
|
Freedom Investment Management
Hartford,
Connecticut
|
$318K
|
+$295
|
+7
|
+0.1%
|
|
|
315
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$311K
|
+$317K
|
+7,532
|
New
|
|
|
316
|
Burton Enright Welch
Walnut Creek,
California
|
$310K
|
-$73.3K
|
-1,742
|
-19%
|
|
|
317
|
KM Capital Management
Austin,
Texas
|
$306K
|
+$312K
|
+7,414
|
New
|
|
|
318
|
Williams & Novak
Westlake Village,
California
|
$301K
|
-$115K
|
-2,734
|
-27%
|
|
|
319
|
Next Level Wealth Planning
Meridian,
Idaho
|
$298K
|
+$304K
|
+7,216
|
New
|
|
|
320
|
Team Hewins
Redwood City,
California
|
$298K
|
-$476K
|
-11,302
|
-61%
|
|
|
321
|
Matisse Capital
Portland,
Oregon
|
$297K
|
–
|
–
|
–
|
|
|
322
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$294K
|
+$26.7K
|
+633
|
+10%
|
|
|
323
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$293K
|
+$2.27K
|
+54
|
+0.8%
|
|
|
324
|
Avantax Advisory Services
Dallas,
Texas
|
$290K
|
-$8.42K
|
-200
|
-3%
|
|
|
325
|
Able Wealth Management
Toms River,
New Jersey
|
$284K
|
+$58.2K
|
+1,383
|
+25%
|
|
