|
701
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.35M
|
+$169K
|
+588
|
+13%
|
|
|
702
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.35M
|
+$58.3K
|
+203
|
+4%
|
|
|
703
|
Capital Management Associates (New York)
New York
|
$1.35M
|
–
|
–
|
–
|
|
|
704
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.33M
|
-$587K
|
-2,043
|
-29%
|
|
|
705
|
Wealth Alliance
Mellville,
New York
|
$1.33M
|
+$28.4K
|
+99
|
+2%
|
|
|
706
|
Karp Capital Management
Sausalito,
California
|
$1.32M
|
-$1.65M
|
-5,739
|
-54%
|
|
|
707
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.31M
|
-$89.3K
|
-311
|
-6%
|
|
|
708
|
First Eagle Investment Management
New York
|
$1.3M
|
+$125K
|
+436
|
+10%
|
|
|
709
|
Fund Management at Engine No 1
San Francisco,
California
|
$1.29M
|
-$83.3K
|
-290
|
-6%
|
|
|
710
|
Argent Trust Co
Nashville,
Tennessee
|
$1.27M
|
-$14.9K
|
-52
|
-1%
|
|
|
711
|
Freedom Day Solutions
Houston,
Texas
|
$1.27M
|
-$12.9K
|
-45
|
-0.9%
|
|
|
712
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.27M
|
-$1.65M
|
-5,731
|
-55%
|
|
|
713
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$1.26M
|
+$3.73K
|
+13
|
+0.3%
|
|
|
714
|
AE Wealth Management
Topeka,
Kansas
|
$1.26M
|
+$251K
|
+874
|
+23%
|
|
|
715
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.25M
|
–
|
–
|
–
|
|
|
716
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$1.25M
|
+$888K
|
+3,093
|
+200%
|
|
|
717
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.25M
|
+$787K
|
+2,740
|
+149%
|
|
|
718
|
Summit Financial
Parsippany,
New Jersey
|
$1.22M
|
-$395K
|
-1,377
|
-23%
|
|
|
719
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.21M
|
+$3.45K
|
+12
|
+0.3%
|
|
|
720
|
Graham Capital Management
Rowayton,
Connecticut
|
$1.21M
|
+$1.28M
|
+4,474
|
New
|
|
|
721
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.2M
|
+$174K
|
+607
|
+16%
|
|
|
722
|
Insight Wealth Strategies
San Ramon,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
723
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.19M
|
+$233K
|
+810
|
+22%
|
|
|
724
|
Coastline Trust
Providence,
Rhode Island
|
$1.18M
|
-$124K
|
-431
|
-9%
|
|
|
725
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$1.17M
|
–
|
–
|
–
|
|
