|
351
|
Strata Wealth Advisors
Dallas,
Texas
|
$2.11M
|
-$246K
|
-2,404
|
-10%
|
|
|
352
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$2.11M
|
+$803K
|
+7,856
|
+62%
|
|
|
353
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$2.08M
|
+$805K
|
+7,876
|
+63%
|
|
|
354
|
Spire Wealth Management
Mclean,
Virginia
|
$2.05M
|
-$2.55M
|
-24,925
|
-55%
|
|
|
355
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.05M
|
+$204K
|
+1,993
|
+11%
|
|
|
356
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$2.05M
|
+$729K
|
+7,127
|
+55%
|
|
|
357
|
WealthGarden F.S.
El Segundo,
California
|
$2.01M
|
+$2.01M
|
+19,643
|
New
|
|
|
358
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.01M
|
-$13.9M
|
-136,391
|
-87%
|
|
|
359
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2M
|
+$756K
|
+7,399
|
+61%
|
|
|
360
|
Mather Group
Chicago,
Illinois
|
$1.99M
|
+$177K
|
+1,728
|
+10%
|
|
|
361
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.99M
|
–
|
–
|
–
|
|
|
362
|
Wambolt & Associates
Littleton,
Colorado
|
$1.97M
|
-$66.3K
|
-649
|
-3%
|
|
|
363
|
Clayton Financial Group
St. Louis,
Missouri
|
$1.97M
|
+$318K
|
+3,115
|
+20%
|
|
|
364
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$1.95M
|
-$362K
|
-3,542
|
-16%
|
|
|
365
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.94M
|
+$485K
|
+4,744
|
+33%
|
|
|
366
|
|
$1.92M
|
-$44.9K
|
-439
|
-2%
|
|
|
367
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.91M
|
+$5.52K
|
+54
|
+0.3%
|
|
|
368
|
FullCircle Wealth
Dallas,
Texas
|
$1.85M
|
+$1.86M
|
+18,217
|
New
|
|
|
369
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.84M
|
+$511
|
+5
|
+0%
|
|
|
370
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.84M
|
-$17.9K
|
-175
|
-1%
|
|
|
371
|
Paladin Advisory Group
Clive,
Iowa
|
$1.81M
|
-$55.2K
|
-540
|
-3%
|
|
|
372
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.8M
|
+$909K
|
+8,894
|
+102%
|
|
|
373
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.79M
|
+$537K
|
+5,253
|
+43%
|
|
|
374
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$1.78M
|
-$12.6K
|
-123
|
-0.7%
|
|
|
375
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.76M
|
–
|
–
|
–
|
|
