|
301
|
Circle Wealth Management
Summit,
New Jersey
|
$143K
|
–
|
–
|
–
|
|
|
302
|
Cary Street Partners
Richmond,
Virginia
|
$143K
|
+$31.1K
|
+667
|
+20%
|
|
|
303
|
United Advisor Group
Cincinnati,
Ohio
|
$142K
|
-$347K
|
-7,453
|
-65%
|
|
|
304
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$141K
|
+$185K
|
+3,962
|
New
|
|
|
305
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$140K
|
–
|
–
|
–
|
|
|
306
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$139K
|
-$40.8K
|
-876
|
-18%
|
|
|
307
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$139K
|
-$131K
|
-2,822
|
-42%
|
|
|
308
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$138K
|
-$65.9K
|
-1,415
|
-27%
|
|
|
309
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$137K
|
+$179K
|
+3,847
|
New
|
|
|
310
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$136K
|
-$30.5K
|
-656
|
-15%
|
|
|
311
|
J2 Capital Management
Troy,
Michigan
|
$136K
|
-$1.3K
|
-28
|
-0.7%
|
|
|
312
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$134K
|
–
|
–
|
–
|
|
|
313
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$134K
|
+$175K
|
+3,767
|
New
|
|
|
314
|
The Wealth Group
Eden Prairie,
Minnesota
|
$134K
|
+$175K
|
+3,760
|
New
|
|
|
315
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$132K
|
–
|
–
|
–
|
|
|
316
|
WESPAC Advisors
Orinda,
California
|
$130K
|
–
|
–
|
–
|
|
|
317
|
Clare Market Investments
Dallas,
Texas
|
$130K
|
-$37.3K
|
-801
|
-18%
|
|
|
318
|
WealthShield Partners
Cary,
North Carolina
|
$130K
|
-$39.3K
|
-843
|
-19%
|
|
|
319
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$129K
|
–
|
–
|
–
|
|
|
320
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$127K
|
+$166K
|
+3,561
|
New
|
|
|
321
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$127K
|
+$165K
|
+3,547
|
New
|
|
|
322
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$126K
|
+$164K
|
+3,532
|
New
|
|
|
323
|
Strategic Wealth Partners
Independence,
Ohio
|
$124K
|
–
|
–
|
–
|
|
|
324
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$123K
|
–
|
–
|
–
|
|
|
325
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$122K
|
+$159K
|
+3,406
|
New
|
|
