|
351
|
Keystone Wealth Services
Palm Desert,
California
|
$1.4M
|
+$710K
|
+7,580
|
+107%
|
|
|
352
|
Custos Family Office
Austin,
Texas
|
$1.39M
|
-$5.51M
|
-58,822
|
-80%
|
|
|
353
|
RFG Advisory
Birmingham,
Alabama
|
$1.38M
|
+$89.5K
|
+956
|
+7%
|
|
|
354
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.38M
|
-$328K
|
-3,499
|
-19%
|
|
|
355
|
Cypress Wealth Services
Palm Desert,
California
|
$1.38M
|
+$20.7K
|
+221
|
+2%
|
|
|
356
|
Apeiron RIA
Dallas,
Texas
|
$1.38M
|
+$121K
|
+1,292
|
+10%
|
|
|
357
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$1.37M
|
+$857K
|
+9,148
|
+173%
|
|
|
358
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.37M
|
+$82.4K
|
+880
|
+6%
|
|
|
359
|
True Vision MN
Woodbury,
Minnesota
|
$1.37M
|
+$29.9K
|
+319
|
+2%
|
|
|
360
|
Matisse Capital
Portland,
Oregon
|
$1.37M
|
+$4.96K
|
+53
|
+0.4%
|
|
|
361
|
Venturi Wealth Management
Austin,
Texas
|
$1.36M
|
-$66.9M
|
-714,374
|
-98%
|
|
|
362
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$1.36M
|
+$45.8K
|
+489
|
+4%
|
|
|
363
|
First American Trust
Santa Ana,
California
|
$1.35M
|
+$1.33M
|
+14,232
|
New
|
|
|
364
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.35M
|
-$523K
|
-5,585
|
-28%
|
|
|
365
|
Principal Securities
Des Moines,
Iowa
|
$1.31M
|
+$317K
|
+3,387
|
+33%
|
|
|
366
|
Creative Planning
Overland Park,
Kansas
|
$1.31M
|
+$180K
|
+1,925
|
+16%
|
|
|
367
|
OxenFree Capital
Satellite Beach,
Florida
|
$1.3M
|
+$102K
|
+1,089
|
+9%
|
|
|
368
|
|
$1.3M
|
-$56.2K
|
-600
|
-4%
|
|
|
369
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.3M
|
-$16.6K
|
-177
|
-1%
|
|
|
370
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.3M
|
-$838K
|
-8,946
|
-40%
|
|
|
371
|
IMC Chicago
Chicago,
Illinois
|
$1.29M
|
+$1.27M
|
+13,601
|
New
|
|
|
372
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.29M
|
-$21K
|
-224
|
-2%
|
|
|
373
|
|
$1.29M
|
-$29.8K
|
-318
|
-2%
|
|
|
374
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.28M
|
-$1.49M
|
-15,906
|
-54%
|
|
|
375
|
Chesapeake Capital Corp
Tampa,
Florida
|
$1.27M
|
+$1.25M
|
+13,381
|
New
|
|
