|
301
|
AWM Capital
Phoenix,
Arizona
|
$645K
|
–
|
–
|
–
|
|
|
302
|
SageView Advisory Group
Newport Beach,
California
|
$638K
|
+$642K
|
+9,337
|
New
|
|
|
303
|
Montecito Bank & Trust
Santa Barbara,
California
|
$632K
|
-$6.87K
|
-100
|
-1%
|
|
|
304
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$630K
|
+$153K
|
+2,223
|
+32%
|
|
|
305
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$629K
|
-$49.7K
|
-723
|
-7%
|
|
|
306
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$621K
|
-$68.7K
|
-1,000
|
-10%
|
|
|
307
|
Parcion Private Wealth
Bellevue,
Washington
|
$613K
|
–
|
–
|
–
|
|
|
308
|
Venture Visionary Partners
Sylvania,
Ohio
|
$612K
|
+$34.6K
|
+503
|
+6%
|
|
|
309
|
Avior Wealth Management
Omaha,
Nebraska
|
$611K
|
-$86.2K
|
-1,254
|
-12%
|
|
|
310
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$611K
|
+$179K
|
+2,603
|
+41%
|
|
|
311
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$607K
|
-$608K
|
-8,847
|
-50%
|
|
|
312
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$603K
|
-$10K
|
-146
|
-2%
|
|
|
313
|
Belpointe Asset Management
Reno,
Nevada
|
$602K
|
+$258K
|
+3,757
|
+74%
|
|
|
314
|
Truepoint Inc
Cincinnati,
Ohio
|
$596K
|
-$79.2K
|
-1,152
|
-12%
|
|
|
315
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$594K
|
+$825
|
+12
|
+0.1%
|
|
|
316
|
Norwood Financial
Honesdale,
Pennsylvania
|
$593K
|
-$58.4K
|
-849
|
-9%
|
|
|
317
|
TIAA FSB
Jacksonville,
Florida
|
$579K
|
-$37.4K
|
-544
|
-6%
|
|
|
318
|
Park Avenue Securities
New York
|
$576K
|
-$434K
|
-6,310
|
-43%
|
|
|
319
|
City Holding Co
Charleston,
West Virginia
|
$570K
|
–
|
–
|
–
|
|
|
320
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$570K
|
-$14.1K
|
-205
|
-2%
|
|
|
321
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$563K
|
+$5.36K
|
+78
|
+1%
|
|
|
322
|
Beacon Pointe Advisors
Newport Beach,
California
|
$559K
|
+$1.86K
|
+27
|
+0.3%
|
|
|
323
|
Griffin Asset Management
New York
|
$558K
|
+$13K
|
+189
|
+2%
|
|
|
324
|
Norway Savings Bank
Portland,
Maine
|
$558K
|
-$40.8K
|
-593
|
-7%
|
|
|
325
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$556K
|
–
|
–
|
–
|
|
