|
376
|
Summit Financial
Parsippany,
New Jersey
|
$727K
|
+$11K
|
+216
|
+2%
|
|
|
377
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$723K
|
+$181K
|
+3,572
|
+34%
|
|
|
378
|
&Partners
Nashville,
Tennessee
|
$716K
|
+$713K
|
+14,034
|
New
|
|
|
379
|
Donor Advised Charitable Giving
San Francisco,
California
|
$714K
|
+$8.79K
|
+173
|
+1%
|
|
|
380
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$711K
|
-$2.74K
|
-54
|
-0.4%
|
|
|
381
|
O'Rourke & Company
Boston,
Massachusetts
|
$711K
|
+$238K
|
+4,687
|
+51%
|
|
|
382
|
Vicus Capital
State College,
Pennsylvania
|
$709K
|
+$25.9K
|
+509
|
+4%
|
|
|
383
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$707K
|
-$197K
|
-3,878
|
-22%
|
|
|
384
|
Western Financial Corp
San Diego,
California
|
$703K
|
-$10.3K
|
-203
|
-1%
|
|
|
385
|
KFA Private Wealth Group
Tysons,
Virginia
|
$701K
|
–
|
–
|
–
|
|
|
386
|
RDA Financial Network
Akron,
Iowa
|
$696K
|
-$132K
|
-2,606
|
-16%
|
|
|
387
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$696K
|
-$158K
|
-3,103
|
-19%
|
|
|
388
|
Miracle Mile Advisors
Los Angeles,
California
|
$696K
|
+$693K
|
+13,633
|
New
|
|
|
389
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$686K
|
+$521K
|
+10,259
|
+322%
|
|
|
390
|
KeyBank National Association
Cleveland,
Ohio
|
$677K
|
+$4.01K
|
+79
|
+0.6%
|
|
|
391
|
Founders Financial Securities
Towson,
Maryland
|
$675K
|
+$170K
|
+3,340
|
+34%
|
|
|
392
|
Perigon Wealth Management
San Francisco,
California
|
$674K
|
+$101K
|
+1,987
|
+18%
|
|
|
393
|
Cardiff Park Advisors
Carlsbad,
California
|
$671K
|
-$26.4K
|
-519
|
-4%
|
|
|
394
|
Mustico Financial Group
Elmira,
New York
|
$661K
|
+$660K
|
+12,990
|
New
|
|
|
395
|
Portland Financial Advisors
Port Washington,
New York
|
$657K
|
+$39.1K
|
+769
|
+6%
|
|
|
396
|
New Insight Wealth Advisors
San Ramon,
California
|
$650K
|
+$647K
|
+12,737
|
New
|
|
|
397
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$650K
|
+$647K
|
+12,732
|
New
|
|
|
398
|
Professional Financial Advisors
North Platte,
Nebraska
|
$647K
|
-$75.9K
|
-1,495
|
-11%
|
|
|
399
|
Two West Capital Advisors
Overland Park,
Kansas
|
$643K
|
-$17.1K
|
-336
|
-3%
|
|
|
400
|
Impact Partnership Wealth
Marietta,
Georgia
|
$643K
|
+$640K
|
+12,597
|
New
|
|
