|
351
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$816K
|
-$40K
|
-394
|
-5%
|
|
|
352
|
Diversify Wealth Management
Sandy,
Utah
|
$807K
|
+$780K
|
+7,693
|
New
|
|
|
353
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$807K
|
+$69.6K
|
+686
|
+10%
|
|
|
354
|
Aprio Wealth Management
Atlanta,
Georgia
|
$801K
|
-$219K
|
-2,161
|
-22%
|
|
|
355
|
Whittier Trust
South Pasadena,
California
|
$785K
|
–
|
–
|
–
|
|
|
356
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$777K
|
+$913
|
+9
|
+0.1%
|
|
|
357
|
Bessemer Group
Woodbridge,
New Jersey
|
$774K
|
+$191K
|
+1,884
|
+33%
|
|
|
358
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$768K
|
+$4.06K
|
+40
|
+0.5%
|
|
|
359
|
Innovative Wealth Building
California,
Maryland
|
$763K
|
-$1.72K
|
-17
|
-0.2%
|
|
|
360
|
Berman McAleer
Timonium,
Maryland
|
$749K
|
-$46.7K
|
-461
|
-6%
|
|
|
361
|
Choreo LLC
Rockford,
Illinois
|
$741K
|
-$202K
|
-1,994
|
-22%
|
|
|
362
|
D.A. Davidson & Co
Great Falls,
Montana
|
$737K
|
-$53K
|
-523
|
-7%
|
|
|
363
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$736K
|
-$4.46K
|
-44
|
-0.6%
|
|
|
364
|
Firestone Capital Management
Coral Gables,
Florida
|
$712K
|
–
|
–
|
–
|
|
|
365
|
Kingswood Wealth Advisors
San Diego,
California
|
$712K
|
–
|
–
|
–
|
|
|
366
|
DGS Capital Management
Jersey City,
New Jersey
|
$707K
|
-$7.61K
|
-75
|
-1%
|
|
|
367
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$703K
|
-$1.72K
|
-17
|
-0.2%
|
|
|
368
|
D.J. St. Germain
Springfield,
Massachusetts
|
$698K
|
–
|
–
|
–
|
|
|
369
|
Sachetta
Lynnfield,
Massachusetts
|
$694K
|
-$380K
|
-3,748
|
-36%
|
|
|
370
|
Coordinated Financial Services
Denver,
Colorado
|
$690K
|
-$22.7K
|
-224
|
-3%
|
|
|
371
|
Regimen Wealth
Atlanta,
Georgia
|
$690K
|
+$2.54K
|
+25
|
+0.4%
|
|
|
372
|
Axxcess Wealth Management
Carlsbad,
California
|
$688K
|
-$779K
|
-7,682
|
-53%
|
|
|
373
|
Waterloo Capital
Austin,
Texas
|
$682K
|
+$101
|
+1
|
+0%
|
|
|
374
|
Trust Point Inc
La Crosse,
Wisconsin
|
$677K
|
–
|
–
|
–
|
|
|
375
|
Barnes Wealth Management Group
Bakersfield,
California
|
$668K
|
-$3.85K
|
-38
|
-0.6%
|
|
