|
301
|
Personal CFO Solutions
Chester,
New Jersey
|
$445K
|
+$217K
|
+917
|
+87%
|
|
|
302
|
Trexquant Investment
Stamford,
Connecticut
|
$444K
|
+$465K
|
+1,964
|
New
|
|
|
303
|
Glassman Wealth Services
Vienna,
Virginia
|
$438K
|
–
|
–
|
–
|
|
|
304
|
Keystone Wealth Services
Palm Desert,
California
|
$435K
|
+$456K
|
+1,925
|
New
|
|
|
305
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$426K
|
–
|
–
|
–
|
|
|
306
|
TrinityPoint Wealth
Milford,
Connecticut
|
$424K
|
-$53.3K
|
-225
|
-11%
|
|
|
307
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$421K
|
+$5.68K
|
+24
|
+1%
|
|
|
308
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$419K
|
–
|
–
|
–
|
|
|
309
|
S.C. Financial Services
Scottsdale,
Arizona
|
$413K
|
+$469K
|
+1,983
|
New
|
|
|
310
|
M&T Bank
Buffalo,
New York
|
$412K
|
+$172K
|
+725
|
+66%
|
|
|
311
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$408K
|
+$427K
|
+1,804
|
New
|
|
|
312
|
Miracle Mile Advisors
Los Angeles,
California
|
$403K
|
–
|
–
|
–
|
|
|
313
|
MGO One Seven
Beachwood,
Ohio
|
$399K
|
–
|
–
|
–
|
|
|
314
|
Crown Wealth Group
Charlotte,
North Carolina
|
$394K
|
+$413K
|
+1,743
|
New
|
|
|
315
|
Belpointe Asset Management
Reno,
Nevada
|
$390K
|
+$92.1K
|
+389
|
+29%
|
|
|
316
|
TownSquare Capital
Provo,
Utah
|
$388K
|
-$78.6K
|
-332
|
-16%
|
|
|
317
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$387K
|
-$61.8K
|
-261
|
-13%
|
|
|
318
|
Commerce Bank
Kansas City,
Missouri
|
$384K
|
+$78.8K
|
+333
|
+24%
|
|
|
319
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$383K
|
+$3.55K
|
+15
|
+0.9%
|
|
|
320
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$381K
|
–
|
–
|
–
|
|
|
321
|
Covington Capital Management
Los Angeles,
California
|
$379K
|
–
|
–
|
–
|
|
|
322
|
Madison Wealth Partners
Madison,
Wisconsin
|
$377K
|
–
|
–
|
–
|
|
|
323
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$377K
|
+$18.2K
|
+77
|
+5%
|
|
|
324
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$366K
|
-$7.1K
|
-30
|
-2%
|
|
|
325
|
Horizon Wealth Management
La Grange,
Illinois
|
$363K
|
+$380K
|
+1,607
|
New
|
|
