|
326
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$510K
|
+$21.7K
|
+573
|
+5%
|
|
|
327
|
CIBC World Market
Toronto,
Ontario, Canada
|
$504K
|
-$87.5K
|
-2,310
|
-15%
|
|
|
328
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$499K
|
–
|
–
|
–
|
|
|
329
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$497K
|
-$63.9K
|
-1,685
|
-12%
|
|
|
330
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$496K
|
-$3.18K
|
-84
|
-0.7%
|
|
|
331
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$495K
|
-$6.18K
|
-163
|
-1%
|
|
|
332
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$492K
|
+$473K
|
+12,478
|
New
|
|
|
333
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$488K
|
–
|
–
|
–
|
|
|
334
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$482K
|
-$4.85K
|
-128
|
-1%
|
|
|
335
|
Fiduciary Trust
Boston,
Massachusetts
|
$480K
|
-$19.2K
|
-506
|
-4%
|
|
|
336
|
Sankala Group
Lyons,
Colorado
|
$477K
|
+$405K
|
+10,674
|
New
|
|
|
337
|
Fiduciary Group
Savannah,
Georgia
|
$477K
|
–
|
–
|
–
|
|
|
338
|
Alterna Wealth Management
Houston,
Texas
|
$470K
|
–
|
–
|
–
|
|
|
339
|
Global Retirement Partners
San Rafael,
California
|
$464K
|
+$364K
|
+9,601
|
+443%
|
|
|
340
|
Leo Wealth LLC
Hurst,
Texas
|
$460K
|
+$69.8K
|
+1,842
|
+19%
|
|
|
341
|
Citizens Financial Group
Providence,
Rhode Island
|
$459K
|
-$501K
|
-13,230
|
-53%
|
|
|
342
|
Crews Bank & Trust
Wauchula,
Florida
|
$444K
|
–
|
–
|
–
|
|
|
343
|
Evoke Wealth
Los Angeles,
California
|
$443K
|
+$6.1K
|
+161
|
+1%
|
|
|
344
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$436K
|
+$76
|
+2
|
+0%
|
|
|
345
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$429K
|
+$5.72K
|
+151
|
+1%
|
|
|
346
|
SWS Partners
Columbus,
Ohio
|
$422K
|
-$6.37K
|
-168
|
-2%
|
|
|
347
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$419K
|
-$246K
|
-6,491
|
-38%
|
|
|
348
|
Advyzon Investment Management
Lisle,
Illinois
|
$418K
|
+$16.5K
|
+435
|
+4%
|
|
|
349
|
TCI Wealth Advisors
Tucson,
Arizona
|
$414K
|
–
|
–
|
–
|
|
|
350
|
Beta Wealth Group
San Diego,
California
|
$412K
|
–
|
–
|
–
|
|
