|
351
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$897K
|
–
|
–
|
–
|
|
|
352
|
Seaside Wealth Management
Carlsbad,
California
|
$897K
|
-$61.4K
|
-1,528
|
-7%
|
|
|
353
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$896K
|
+$2.21K
|
+55
|
+0.3%
|
|
|
354
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$896K
|
–
|
–
|
–
|
|
|
355
|
David Wealth Management
Fairfax,
Virginia
|
$889K
|
-$13.1K
|
-327
|
-2%
|
|
|
356
|
Marietta Wealth Management
Marietta,
Georgia
|
$887K
|
-$36.1K
|
-900
|
-4%
|
|
|
357
|
XY Planning Network
Bozeman,
Montana
|
$870K
|
+$381K
|
+9,476
|
+85%
|
|
|
358
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$870K
|
+$228K
|
+5,686
|
+38%
|
|
|
359
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$870K
|
–
|
–
|
–
|
|
|
360
|
Arbor Wealth Advisors
Troy,
Michigan
|
$869K
|
–
|
–
|
–
|
|
|
361
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$868K
|
-$75K
|
-1,867
|
-8%
|
|
|
362
|
IHT Wealth Management
Chicago,
Illinois
|
$867K
|
+$2.89K
|
+72
|
+0.4%
|
|
|
363
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$866K
|
+$32.2K
|
+801
|
+4%
|
|
|
364
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$862K
|
–
|
–
|
–
|
|
|
365
|
SVB Wealth
Boston,
Massachusetts
|
$861K
|
+$442
|
+11
|
+0.1%
|
|
|
366
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$861K
|
-$8.03K
|
-200
|
-1%
|
|
|
367
|
KeyBank National Association
Cleveland,
Ohio
|
$860K
|
–
|
–
|
–
|
|
|
368
|
AWM Capital
Phoenix,
Arizona
|
$846K
|
-$33.4K
|
-832
|
-4%
|
|
|
369
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$842K
|
-$37.3K
|
-930
|
-4%
|
|
|
370
|
Central Trust Company
Jefferson City,
Missouri
|
$838K
|
+$261K
|
+6,491
|
+49%
|
|
|
371
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$833K
|
-$18.7K
|
-465
|
-2%
|
|
|
372
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$813K
|
+$34.4K
|
+856
|
+5%
|
|
|
373
|
Running Point Capital Advisors
El Segundo,
California
|
$811K
|
-$1K
|
-25
|
-0.1%
|
|
|
374
|
Atria Wealth Solutions
New York
|
$807K
|
+$13K
|
+323
|
+2%
|
|
|
375
|
Amarillo National Bank
Amarillo,
Texas
|
$807K
|
–
|
–
|
–
|
|
