|
301
|
Kingswood Wealth Advisors
San Diego,
California
|
$970K
|
+$118K
|
+3,119
|
+15%
|
|
|
302
|
Financial Perspectives
Minneapolis,
Minnesota
|
$970K
|
–
|
–
|
–
|
|
|
303
|
SouthState Corp
Winter Haven,
Florida
|
$960K
|
+$4.53K
|
+120
|
+0.5%
|
|
|
304
|
Belpointe Asset Management
Reno,
Nevada
|
$955K
|
+$900K
|
+23,873
|
New
|
|
|
305
|
MASECO Private Wealth
London,
|
$940K
|
+$886K
|
+23,486
|
New
|
|
|
306
|
Keystone Wealth Services
Palm Desert,
California
|
$934K
|
+$7.88K
|
+209
|
+0.9%
|
|
|
307
|
Warner Financial
Bethesda,
Maryland
|
$933K
|
+$38.2K
|
+1,014
|
+5%
|
|
|
308
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$926K
|
-$18.3K
|
-485
|
-2%
|
|
|
309
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$925K
|
+$62.7K
|
+1,663
|
+8%
|
|
|
310
|
Comerica Bank
Dallas,
Texas
|
$904K
|
+$67.9K
|
+1,800
|
+9%
|
|
|
311
|
Kaizen Financial Strategies
Campbell,
California
|
$891K
|
–
|
–
|
–
|
|
|
312
|
Coldstream Capital Management
Bellevue,
Washington
|
$889K
|
-$38.1K
|
-1,010
|
-4%
|
|
|
313
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$883K
|
-$13M
|
-344,504
|
-94%
|
|
|
314
|
Northern Trust
Chicago,
Illinois
|
$872K
|
-$89.9K
|
-2,384
|
-10%
|
|
|
315
|
Advisory Services Network
Atlanta,
Georgia
|
$870K
|
-$419K
|
-11,107
|
-34%
|
|
|
316
|
Wealthfront Advisers
Palo Alto,
California
|
$860K
|
+$97.9K
|
+2,596
|
+14%
|
|
|
317
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$854K
|
+$271K
|
+7,185
|
+51%
|
|
|
318
|
Stone Summit Wealth
Miami,
Florida
|
$846K
|
-$66.8K
|
-1,772
|
-8%
|
|
|
319
|
Asset Dedication LLC
San Francisco,
California
|
$845K
|
-$27.4K
|
-727
|
-3%
|
|
|
320
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$839K
|
+$168K
|
+4,447
|
+27%
|
|
|
321
|
L.J. Altfest & Co
New York
|
$838K
|
+$13.5K
|
+359
|
+2%
|
|
|
322
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$821K
|
+$6.6K
|
+175
|
+0.9%
|
|
|
323
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$819K
|
+$121K
|
+3,208
|
+19%
|
|
|
324
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$788K
|
-$36.5K
|
-969
|
-5%
|
|
|
325
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$788K
|
–
|
–
|
–
|
|
