|
501
|
RNC Capital Management
Los Angeles,
California
|
$347K
|
+$81K
|
+1,900
|
+27%
|
|
|
502
|
Pathstone Family Office
Englewood,
New Jersey
|
$345K
|
+$382K
|
+8,956
|
New
|
|
|
503
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$345K
|
-$6.18K
|
-145
|
-2%
|
|
|
504
|
F3Logic
Burnsville,
Minnesota
|
$343K
|
+$26K
|
+610
|
+7%
|
|
|
505
|
Prosperity Planning
Kansas City,
Missouri
|
$341K
|
-$113K
|
-2,658
|
-23%
|
|
|
506
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$341K
|
+$55.7K
|
+1,306
|
+17%
|
|
|
507
|
Dentgroup
Baton Rouge,
Louisiana
|
$333K
|
-$253K
|
-5,932
|
-41%
|
|
|
508
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$333K
|
-$130K
|
-3,038
|
-26%
|
|
|
509
|
Essex Savings Bank
Essex,
Connecticut
|
$332K
|
+$18.7K
|
+438
|
+5%
|
|
|
510
|
RHS Financial
San Francisco,
California
|
$331K
|
-$100K
|
-2,354
|
-22%
|
|
|
511
|
Evanson Asset Management
Carmel,
California
|
$323K
|
–
|
–
|
–
|
|
|
512
|
|
$321K
|
–
|
–
|
–
|
|
|
513
|
Stokes Family Office
New Orleans,
Louisiana
|
$319K
|
-$909K
|
-21,318
|
-72%
|
|
|
514
|
TrueWealth Advisors
Birmingham,
Alabama
|
$319K
|
-$109K
|
-2,557
|
-24%
|
|
|
515
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$319K
|
-$41K
|
-961
|
-10%
|
|
|
516
|
Simmons Bank
Pine Bluff,
Arkansas
|
$319K
|
-$20.5K
|
-480
|
-5%
|
|
|
517
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$317K
|
-$26.5K
|
-621
|
-7%
|
|
|
518
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$317K
|
+$2.13K
|
+50
|
+0.6%
|
|
|
519
|
Tranquility Partners
Brentwood,
Tennessee
|
$316K
|
-$5.12K
|
-120
|
-1%
|
|
|
520
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$313K
|
-$5.89M
|
-138,123
|
-94%
|
|
|
521
|
Mission Wealth Management
Santa Barbara,
California
|
$313K
|
-$46.9K
|
-1,101
|
-12%
|
|
|
522
|
Center for Financial Planning
Southfied,
Michigan
|
$313K
|
–
|
–
|
–
|
|
|
523
|
Madden Advisory Services
Jacksonville,
Florida
|
$311K
|
–
|
–
|
–
|
|
|
524
|
Raffa Wealth Management
Washington,
District of Columbia
|
$308K
|
–
|
–
|
–
|
|
|
525
|
Total Wealth Planning
Cincinnati,
Ohio
|
$307K
|
+$84.9K
|
+1,992
|
+33%
|
|
