|
376
|
Westmount Partners
Los Angeles,
California
|
$290K
|
–
|
–
|
–
|
|
|
377
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$286K
|
+$272K
|
+8,335
|
New
|
|
|
378
|
Single Point Partners
Boston,
Massachusetts
|
$284K
|
–
|
–
|
–
|
|
|
379
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$283K
|
+$268K
|
+8,225
|
New
|
|
|
380
|
Capital Investment Advisors
Atlanta,
Georgia
|
$282K
|
–
|
–
|
–
|
|
|
381
|
BOS Asset Management
Springfield,
Illinois
|
$279K
|
+$265K
|
+8,120
|
New
|
|
|
382
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$277K
|
–
|
–
|
–
|
|
|
383
|
Keebeck Wealth Management
Chicago,
Illinois
|
$273K
|
+$260K
|
+7,956
|
New
|
|
|
384
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$271K
|
–
|
–
|
–
|
|
|
385
|
Fiduciary Trust
Boston,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
386
|
Partners in Financial Planning
Salem,
Virginia
|
$256K
|
+$816
|
+25
|
+0.3%
|
|
|
387
|
Commerce Bank
Kansas City,
Missouri
|
$256K
|
+$10.8K
|
+330
|
+5%
|
|
|
388
|
Red Tortoise LLC
Atlanta,
Georgia
|
$250K
|
–
|
–
|
–
|
|
|
389
|
RS Crum Inc
Newport Beach,
California
|
$250K
|
-$17K
|
-520
|
-7%
|
|
|
390
|
Wealthspan Partners
Davenport,
Iowa
|
$248K
|
+$235K
|
+7,207
|
New
|
|
|
391
|
|
$246K
|
+$234K
|
+7,174
|
New
|
|
|
392
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$246K
|
+$12.5K
|
+384
|
+6%
|
|
|
393
|
Goldstein Advisors
Madison,
Wisconsin
|
$245K
|
–
|
–
|
–
|
|
|
394
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$242K
|
-$5.09K
|
-156
|
-2%
|
|
|
395
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$241K
|
-$11.9K
|
-365
|
-5%
|
|
|
396
|
Matisse Capital
Portland,
Oregon
|
$241K
|
+$228K
|
+7,000
|
New
|
|
|
397
|
SVB Wealth
Boston,
Massachusetts
|
$237K
|
-$87.5K
|
-2,681
|
-28%
|
|
|
398
|
VERITY Wealth Advisors
Sausalito,
United States
|
$233K
|
–
|
–
|
–
|
|
|
399
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$231K
|
+$219K
|
+6,718
|
New
|
|
|
400
|
Mission Wealth Management
Santa Barbara,
California
|
$227K
|
+$216K
|
+6,606
|
New
|
|
