|
351
|
Client First Investment Management
West Bend,
Wisconsin
|
$218K
|
-$37.1K
|
-619
|
-15%
|
|
|
352
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$215K
|
+$216K
|
+3,597
|
New
|
|
|
353
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$211K
|
-$71.1K
|
-1,185
|
-25%
|
|
|
354
|
WealthShield Partners
Cary,
North Carolina
|
$206K
|
–
|
–
|
–
|
|
|
355
|
Encompass Wealth Advisors
Portland,
Oregon
|
$200K
|
+$200K
|
+3,340
|
New
|
|
|
356
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$147K
|
-$12K
|
-200
|
-8%
|
|
|
357
|
Westside Investment Management
Santa Monica,
California
|
$138K
|
–
|
–
|
–
|
|
|
358
|
Dunhill Financial
London,
United Kingdom
|
$128K
|
-$4.08K
|
-68
|
Closed
|
|
|
359
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$120K
|
–
|
–
|
–
|
|
|
360
|
Root Financial Partners
Encinitas,
California
|
$113K
|
+$113K
|
+1,881
|
New
|
|
|
361
|
Raffa Wealth Management
Washington,
District of Columbia
|
$89.6K
|
-$2.52K
|
-42
|
-3%
|
|
|
362
|
Larson Financial Group
St Louis,
Missouri
|
$80.4K
|
-$9.06K
|
-151
|
-10%
|
|
|
363
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$74.8K
|
-$18.6K
|
-310
|
-20%
|
|
|
364
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$73.6K
|
+$180
|
+3
|
+0.2%
|
|
|
365
|
Insight Inv LLC
El Segundo,
California
|
$70.4K
|
–
|
–
|
–
|
|
|
366
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$68.9K
|
–
|
–
|
–
|
|
|
367
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$67.4K
|
+$67.5K
|
+1,125
|
New
|
|
|
368
|
Kelleher Financial Advisors
New York
|
$55.2K
|
+$55.2K
|
+921
|
New
|
|
|
369
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$54.8K
|
–
|
–
|
–
|
|
|
370
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$47.9K
|
–
|
–
|
–
|
|
|
371
|
SouthState Corp
Winter Haven,
Florida
|
$47.9K
|
+$48K
|
+800
|
New
|
|
|
372
|
Wealthspire Advisors (New York)
New York
|
$47.9K
|
+$48K
|
+800
|
New
|
|
|
373
|
Sunbelt Securities
Houston,
Texas
|
$40.2K
|
-$195K
|
-3,248
|
-83%
|
|
|
374
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$38K
|
+$420
|
+7
|
+1%
|
|
|
375
|
CX Institutional
Auburn,
Indiana
|
$35K
|
+$35.5K
|
+591
|
New
|
|
