|
326
|
BetterWealth
San Jose,
California
|
$965K
|
-$1.05M
|
-25,018
|
-52%
|
|
|
327
|
Fort Point Capital Partners
San Francisco,
California
|
$964K
|
–
|
–
|
–
|
|
|
328
|
Silver Oak Advisory Group
Portland,
Oregon
|
$964K
|
-$191K
|
-4,554
|
-16%
|
|
|
329
|
M&T Bank
Buffalo,
New York
|
$956K
|
–
|
–
|
–
|
|
|
330
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$949K
|
+$1.18K
|
+28
|
+0.1%
|
|
|
331
|
Seaside Wealth Management
Carlsbad,
California
|
$937K
|
+$1.47K
|
+35
|
+0.2%
|
|
|
332
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$935K
|
–
|
–
|
–
|
|
|
333
|
Teachers Insurance & Annuity Association of America
New York
|
$934K
|
–
|
–
|
–
|
|
|
334
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$928K
|
+$945K
|
+22,521
|
New
|
|
|
335
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$923K
|
-$137K
|
-3,266
|
-13%
|
|
|
336
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$916K
|
+$126
|
+3
|
+0%
|
|
|
337
|
Marietta Wealth Management
Marietta,
Georgia
|
$901K
|
-$65.9K
|
-1,570
|
-7%
|
|
|
338
|
Commerce Bank
Kansas City,
Missouri
|
$898K
|
–
|
–
|
–
|
|
|
339
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$891K
|
+$336
|
+8
|
+0%
|
|
|
340
|
KDK Private Wealth Management
Houston,
Texas
|
$886K
|
–
|
–
|
–
|
|
|
341
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$881K
|
–
|
–
|
–
|
|
|
342
|
David Wealth Management
Fairfax,
Virginia
|
$880K
|
–
|
–
|
–
|
|
|
343
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$874K
|
–
|
–
|
–
|
|
|
344
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$873K
|
-$7.77K
|
-185
|
-0.9%
|
|
|
345
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$871K
|
+$1.97K
|
+47
|
+0.2%
|
|
|
346
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$863K
|
+$420K
|
+10,000
|
+91%
|
|
|
347
|
AWM Capital
Phoenix,
Arizona
|
$859K
|
-$35.3K
|
-841
|
-4%
|
|
|
348
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$859K
|
+$24.5K
|
+584
|
+3%
|
|
|
349
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$848K
|
–
|
–
|
–
|
|
|
350
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$848K
|
+$13.4K
|
+320
|
+2%
|
|
