|
326
|
Mission Wealth Management
Santa Barbara,
California
|
$833K
|
+$797K
|
+10,930
|
New
|
|
|
327
|
Verum Partners
Charlotte,
North Carolina
|
$829K
|
-$1.06M
|
-14,483
|
-57%
|
|
|
328
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$822K
|
+$30.3K
|
+416
|
+4%
|
|
|
329
|
Solano Wealth Management
Fairfield,
California
|
$816K
|
-$1.12M
|
-15,294
|
-59%
|
|
|
330
|
Claro Advisors
Boston,
Massachusetts
|
$811K
|
-$232K
|
-3,185
|
-23%
|
|
|
331
|
CVA Family Office
Denver,
Colorado
|
$803K
|
–
|
–
|
–
|
|
|
332
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$796K
|
+$766K
|
+10,497
|
New
|
|
|
333
|
Wharton Business Group
Malvern,
Pennsylvania
|
$788K
|
–
|
–
|
–
|
|
|
334
|
WealthPLAN Partners
Omaha,
Nebraska
|
$775K
|
-$73
|
-1
|
-0%
|
|
|
335
|
May Barnhard Investments
Bethesda,
Maryland
|
$772K
|
+$15K
|
+205
|
+2%
|
|
|
336
|
Colorado Capital Management
Boulder,
Colorado
|
$757K
|
–
|
–
|
–
|
|
|
337
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$743K
|
-$26.1K
|
-358
|
-4%
|
|
|
338
|
Trust Point Inc
La Crosse,
Wisconsin
|
$739K
|
–
|
–
|
–
|
|
|
339
|
Allen Capital Group
Grand Island,
Nebraska
|
$735K
|
-$5.18K
|
-71
|
-0.7%
|
|
|
340
|
|
$733K
|
+$702K
|
+9,620
|
New
|
|
|
341
|
RMR Wealth Builders
Montclair,
New Jersey
|
$722K
|
+$76.6K
|
+1,050
|
+12%
|
|
|
342
|
KeyBank National Association
Cleveland,
Ohio
|
$713K
|
+$137K
|
+1,878
|
+25%
|
|
|
343
|
Parsons Capital Management
Providence,
Rhode Island
|
$702K
|
+$65.7K
|
+901
|
+11%
|
|
|
344
|
Axxcess Wealth Management
Carlsbad,
California
|
$693K
|
+$2.85K
|
+39
|
+0.4%
|
|
|
345
|
Mutual Advisors
Omaha,
Nebraska
|
$686K
|
+$3.43K
|
+47
|
+0.5%
|
|
|
346
|
Garrison Asset Management
Fayetteville,
Arkansas
|
$682K
|
-$4.3K
|
-59
|
-0.7%
|
|
|
347
|
Hardy Reed
Tupelo,
Mississippi
|
$680K
|
+$23.7K
|
+325
|
+4%
|
|
|
348
|
Portfolio Strategies
Monsey,
New York
|
$680K
|
+$651K
|
+8,927
|
New
|
|
|
349
|
CreativeOne Wealth
Overland Park,
Kansas
|
$668K
|
+$640K
|
+8,774
|
New
|
|
|
350
|
AllianceBernstein
Nashville,
Tennessee
|
$647K
|
–
|
–
|
–
|
|
