|
301
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$371K
|
+$43.7K
|
+1,402
|
+12%
|
|
|
302
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$369K
|
+$48.4K
|
+1,552
|
+13%
|
|
|
303
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$369K
|
+$189K
|
+6,065
|
+83%
|
|
|
304
|
|
$368K
|
+$15.6K
|
+500
|
+4%
|
|
|
305
|
Perennial Investment Advisors
Los Angeles,
California
|
$367K
|
+$1.93K
|
+62
|
+0.5%
|
|
|
306
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$363K
|
+$96.3K
|
+3,086
|
+31%
|
|
|
307
|
Stokes Family Office
New Orleans,
Louisiana
|
$362K
|
+$25.4K
|
+814
|
+7%
|
|
|
308
|
HB Wealth Management
Atlanta,
Georgia
|
$361K
|
-$37.4K
|
-1,199
|
-8%
|
|
|
309
|
Rain Capital Management
Lake Oswego,
Oregon
|
$359K
|
–
|
–
|
–
|
|
|
310
|
Vontobel Holding
Zurich,
Switzerland
|
$350K
|
+$394K
|
+12,634
|
New
|
|
|
311
|
Raleigh Capital Management
Cary,
North Carolina
|
$349K
|
+$7.52K
|
+241
|
+2%
|
|
|
312
|
Wade Financial Advisory
Campbell,
California
|
$344K
|
+$23.2K
|
+745
|
+6%
|
|
|
313
|
Unionview LLC
Seattle,
Washington
|
$342K
|
+$20.2K
|
+649
|
+6%
|
|
|
314
|
Belpointe Asset Management
Reno,
Nevada
|
$342K
|
+$29.1K
|
+933
|
+8%
|
|
|
315
|
Jordan Park Group
San Francisco,
California
|
$339K
|
+$382K
|
+12,255
|
New
|
|
|
316
|
Financial Counselors Inc
Overland Park,
Kansas
|
$335K
|
–
|
–
|
–
|
|
|
317
|
Financial Management Network
Mission Viejo,
California
|
$333K
|
+$7.42K
|
+238
|
+2%
|
|
|
318
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$331K
|
+$12.6K
|
+403
|
+3%
|
|
|
319
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$330K
|
+$31.9K
|
+1,023
|
+9%
|
|
|
320
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$326K
|
-$900K
|
-28,859
|
-71%
|
|
|
321
|
CPWM LLC
Seattle,
Washington
|
$324K
|
–
|
–
|
–
|
|
|
322
|
|
$322K
|
-$129K
|
-4,137
|
-26%
|
|
|
323
|
Tarbox Family Office
Newport Beach,
California
|
$319K
|
-$5.62K
|
-180
|
-2%
|
|
|
324
|
Simon Quick Advisors
Morristown,
New Jersey
|
$319K
|
–
|
–
|
–
|
|
|
325
|
Csenge Advisory Group
Clearwater,
Florida
|
$319K
|
+$100K
|
+3,216
|
+39%
|
|
