|
276
|
First American Trust
Santa Ana,
California
|
$445K
|
+$459K
|
+9,480
|
New
|
|
|
277
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$444K
|
+$22K
|
+455
|
+5%
|
|
|
278
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$444K
|
+$457K
|
+9,450
|
New
|
|
|
279
|
Bank of the West
Monterey Park,
California
|
$436K
|
-$264K
|
-5,450
|
-37%
|
|
|
280
|
Simmons Bank
Pine Bluff,
Arkansas
|
$436K
|
–
|
–
|
–
|
|
|
281
|
Roundview Capital
Princeton,
New Jersey
|
$436K
|
+$191K
|
+3,940
|
+74%
|
|
|
282
|
EP Wealth Advisors
Torrance,
California
|
$435K
|
–
|
–
|
–
|
|
|
283
|
Ford Financial Group
Fresno,
California
|
$434K
|
-$7.5K
|
-155
|
-2%
|
|
|
284
|
WealthSource Partners
San Luis Obispo,
California
|
$430K
|
-$63.4K
|
-1,310
|
-13%
|
|
|
285
|
Summit Wealth Partners
Orlando,
Florida
|
$430K
|
–
|
–
|
–
|
|
|
286
|
Mutual Advisors
Omaha,
Nebraska
|
$428K
|
+$440K
|
+9,105
|
New
|
|
|
287
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$426K
|
-$27.6K
|
-570
|
-6%
|
|
|
288
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$422K
|
+$24.9K
|
+515
|
+6%
|
|
|
289
|
Adero Partners
Pleasanton,
California
|
$414K
|
–
|
–
|
–
|
|
|
290
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$409K
|
–
|
–
|
–
|
|
|
291
|
Raymond James Trust
St. Petersburg,
Florida
|
$405K
|
–
|
–
|
–
|
|
|
292
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$404K
|
-$195K
|
-4,025
|
-32%
|
|
|
293
|
Patten Group
Chattanooga,
Tennessee
|
$404K
|
+$55.4K
|
+1,145
|
+15%
|
|
|
294
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$403K
|
–
|
–
|
–
|
|
|
295
|
Bailard
Foster City,
California
|
$399K
|
–
|
–
|
–
|
|
|
296
|
Merit Financial Group
Alpharetta,
Georgia
|
$397K
|
–
|
–
|
–
|
|
|
297
|
Stockman Wealth Management
Billings,
Montana
|
$390K
|
–
|
–
|
–
|
|
|
298
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$378K
|
+$390K
|
+8,060
|
New
|
|
|
299
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$377K
|
+$242K
|
+5,010
|
+189%
|
|
|
300
|
Investors Research Corp
Atlanta,
Georgia
|
$373K
|
+$37.7K
|
+780
|
+11%
|
|
