|
326
|
Curated Wealth Partners
El Segundo,
California
|
$1.77M
|
–
|
–
|
–
|
|
|
327
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.76M
|
+$4.8K
|
+90
|
+0.3%
|
|
|
328
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.75M
|
+$110K
|
+2,055
|
+7%
|
|
|
329
|
Element Pointe Advisors
Miami,
Florida
|
$1.73M
|
–
|
–
|
–
|
|
|
330
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$1.71M
|
+$1.64M
|
+30,749
|
New
|
|
|
331
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.71M
|
+$31.1K
|
+582
|
+2%
|
|
|
332
|
Wealthspire Advisors (New York)
New York
|
$1.7M
|
–
|
–
|
–
|
|
|
333
|
New Capital Management
Houston,
Texas
|
$1.68M
|
–
|
–
|
–
|
|
|
334
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.67M
|
+$103K
|
+1,939
|
+7%
|
|
|
335
|
High Falls Advisors
Rochester,
New York
|
$1.66M
|
-$14.3K
|
-268
|
-0.9%
|
|
|
336
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.66M
|
+$351K
|
+6,586
|
+28%
|
|
|
337
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$1.65M
|
+$14.7K
|
+276
|
+0.9%
|
|
|
338
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.65M
|
+$3.1K
|
+58
|
+0.2%
|
|
|
339
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1.61M
|
+$632K
|
+11,834
|
+69%
|
|
|
340
|
PRW Wealth Management
Quincy,
Massachusetts
|
$1.59M
|
–
|
–
|
–
|
|
|
341
|
Horizon Investment Services
Hammond,
Indiana
|
$1.59M
|
+$85K
|
+1,593
|
+6%
|
|
|
342
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.59M
|
+$175K
|
+3,276
|
+13%
|
|
|
343
|
Bank of New York Mellon
New York
|
$1.57M
|
+$44.8K
|
+840
|
+3%
|
|
|
344
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.54M
|
+$70.3K
|
+1,317
|
+5%
|
|
|
345
|
|
$1.52M
|
+$1.46M
|
+27,327
|
New
|
|
|
346
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$1.5M
|
-$370K
|
-6,926
|
-20%
|
|
|
347
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.49M
|
+$1.43M
|
+26,771
|
New
|
|
|
348
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.48M
|
+$85.1K
|
+1,594
|
+6%
|
|
|
349
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.47M
|
+$26.4K
|
+495
|
+2%
|
|
|
350
|
CSM Advisors
Warrendale,
Pennsylvania
|
$1.46M
|
–
|
–
|
–
|
|
