|
426
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$3.26M
|
+$58.8K
|
+323
|
+2%
|
|
|
427
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.25M
|
-$157K
|
-863
|
-5%
|
|
|
428
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$3.25M
|
+$3.25M
|
+17,871
|
New
|
|
|
429
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.24M
|
+$185K
|
+1,016
|
+6%
|
|
|
430
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$3.23M
|
+$3.23M
|
+17,749
|
New
|
|
|
431
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.22M
|
+$4.01K
|
+22
|
+0.1%
|
|
|
432
|
Custom Index Systems
New York
|
$3.19M
|
-$1.13M
|
-6,226
|
-26%
|
|
|
433
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.19M
|
+$25K
|
+137
|
+0.8%
|
|
|
434
|
Stegner Investment Associates
Louisville,
Kentucky
|
$3.16M
|
-$546
|
-3
|
-0%
|
|
|
435
|
Calamos Advisors
Naperville,
Illinois
|
$3.15M
|
+$43.9K
|
+241
|
+1%
|
|
|
436
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$3.15M
|
-$729
|
-4
|
-0%
|
|
|
437
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$3.13M
|
-$39.3K
|
-216
|
-1%
|
|
|
438
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$3.08M
|
+$96.9K
|
+532
|
+3%
|
|
|
439
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$3.07M
|
-$200K
|
-1,099
|
-6%
|
|
|
440
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$3.05M
|
–
|
–
|
–
|
|
|
441
|
West Coast Financial
Santa Barbara,
California
|
$3.03M
|
-$236K
|
-1,296
|
-7%
|
|
|
442
|
Ascent Wealth Partners
New Hartford,
New York
|
$3.03M
|
+$62.7K
|
+344
|
+2%
|
|
|
443
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$3.02M
|
-$87.2K
|
-479
|
-3%
|
|
|
444
|
All Season Financial Advisors
Denver,
Colorado
|
$3M
|
-$2.62M
|
-14,396
|
-47%
|
|
|
445
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$2.99M
|
–
|
–
|
–
|
|
|
446
|
Peregrine Asset Advisers
Portland,
Oregon
|
$2.97M
|
-$95.4K
|
-524
|
-3%
|
|
|
447
|
Tobias Financial Advisors
Plantation,
Florida
|
$2.96M
|
-$18.4K
|
-101
|
-0.6%
|
|
|
448
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.95M
|
+$2.03M
|
+11,157
|
+221%
|
|
|
449
|
Mosley Wealth Management
Anaheim,
California
|
$2.92M
|
+$343K
|
+1,882
|
+13%
|
|
|
450
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$2.92M
|
+$262K
|
+1,436
|
+10%
|
|
