|
276
|
Heritage Family Offices
Scottsdale,
Arizona
|
$3.32M
|
+$1.23M
|
+13,740
|
+49%
|
|
|
277
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$3.32M
|
+$3.73M
|
+41,784
|
New
|
|
|
278
|
One Wealth Advisors
San Francisco,
California
|
$3.31M
|
+$463K
|
+5,181
|
+14%
|
|
|
279
|
Physician Wealth Advisors
Midvale,
Utah
|
$3.2M
|
+$776K
|
+8,686
|
+28%
|
|
|
280
|
Principal Financial Group
Des Moines,
Iowa
|
$3.19M
|
-$109M
|
-1,219,137
|
-97%
|
|
|
281
|
Sentinel Trust
Houston,
Texas
|
$3.15M
|
+$2.98M
|
+33,338
|
+525%
|
|
|
282
|
Simplicity Wealth
Summit,
New Jersey
|
$3.1M
|
+$995K
|
+11,141
|
+40%
|
|
|
283
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$3.1M
|
+$13.3K
|
+149
|
+0.4%
|
|
|
284
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$3.05M
|
+$75.2K
|
+842
|
+0.6%
|
|
|
285
|
Destiny Capital
Golden,
Colorado
|
$3.02M
|
+$2.29M
|
+25,591
|
+205%
|
|
|
286
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2.98M
|
-$287K
|
-3,219
|
-8%
|
|
|
287
|
Citizens Financial Group
Providence,
Rhode Island
|
$2.92M
|
-$76K
|
-851
|
-2%
|
|
|
288
|
Western Wealth Management
Golden,
Colorado
|
$2.85M
|
-$76.5K
|
-857
|
-2%
|
|
|
289
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.85M
|
+$135K
|
+1,511
|
+4%
|
|
|
290
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$2.84M
|
+$113K
|
+1,271
|
+4%
|
|
|
291
|
Portside Wealth Group
Provo,
Utah
|
$2.81M
|
+$338K
|
+3,787
|
+12%
|
|
|
292
|
American National Bank of Texas
Richardson,
Texas
|
$2.79M
|
-$24.4K
|
-273
|
-0.8%
|
|
|
293
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.69M
|
-$1.36M
|
-15,286
|
-31%
|
|
|
294
|
BCM Advisors
Lafayette,
Louisiana
|
$2.66M
|
+$1.28M
|
+14,361
|
+76%
|
|
|
295
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$2.65M
|
-$207K
|
-2,320
|
-6%
|
|
|
296
|
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
|
$2.64M
|
-$48K
|
-538
|
-2%
|
|
|
297
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$2.64M
|
–
|
–
|
–
|
|
|
298
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$2.64M
|
+$1.61M
|
+17,981
|
+118%
|
|
|
299
|
Rakuten Securities
Tokyo,
Japan
|
$2.63M
|
-$330K
|
-3,695
|
-10%
|
|
|
300
|
WFA of San Diego
San Diego,
California
|
$2.59M
|
-$106K
|
-1,185
|
-4%
|
|
