|
451
|
Stone Summit Wealth
Miami,
Florida
|
$200K
|
+$200K
|
+3,933
|
New
|
|
|
452
|
CVA Family Office
Denver,
Colorado
|
$196K
|
–
|
–
|
–
|
|
|
453
|
Hills Bank & Trust
North Liberty,
Iowa
|
$182K
|
–
|
–
|
–
|
|
|
454
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$172K
|
+$172K
|
+3,386
|
New
|
|
|
455
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$166K
|
+$66K
|
+1,300
|
+66%
|
|
|
456
|
Centaurus Financial
Anaheim,
California
|
$158K
|
-$3.3K
|
-65
|
-2%
|
|
|
457
|
Elevation Wealth Partners
Santa Rosa,
California
|
$142K
|
–
|
–
|
–
|
|
|
458
|
Millstone Evans Group
Boulder,
Colorado
|
$132K
|
–
|
–
|
–
|
|
|
459
|
SouthState Corp
Winter Haven,
Florida
|
$126K
|
-$152K
|
-2,987
|
-55%
|
|
|
460
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$122K
|
+$914
|
+18
|
+0.8%
|
|
|
461
|
Key Financial Inc
West Chester,
Pennsylvania
|
$108K
|
–
|
–
|
–
|
|
|
462
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$106K
|
+$106K
|
+2,083
|
New
|
|
|
463
|
Longview Asset Management (California)
San Rafael,
California
|
$101K
|
+$100K
|
+1,975
|
New
|
|
|
464
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$99.3K
|
–
|
–
|
–
|
|
|
465
|
GAMMA Investing
Foster City,
California
|
$96.5K
|
-$832K
|
-16,388
|
-90%
|
|
|
466
|
Principia Wealth Advisory
Dallas,
Texas
|
$94.7K
|
–
|
–
|
–
|
|
|
467
|
Financial Management Professionals
Austin,
Texas
|
$89.7K
|
+$89.4K
|
+1,761
|
New
|
|
|
468
|
EPG Wealth Management
Atlanta,
Georgia
|
$88.9K
|
+$660
|
+13
|
+0.8%
|
|
|
469
|
Clark Wealth Partners
O'fallon,
Illinois
|
$81.7K
|
+$609
|
+12
|
+0.8%
|
|
|
470
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$66.8K
|
+$11.4K
|
+224
|
+21%
|
|
|
471
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$58.3K
|
–
|
–
|
–
|
|
|
472
|
West Paces Advisors
Atlanta,
Georgia
|
$54.2K
|
–
|
–
|
–
|
|
|
473
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$50.9K
|
–
|
–
|
–
|
|
|
474
|
Briaud Financial Planning
College Station,
Texas
|
$45K
|
+$45.8K
|
+903
|
New
|
|
|
475
|
Rossby Financial
Melbourne,
Florida
|
$44.6K
|
+$1.52K
|
+30
|
+4%
|
|
