|
326
|
|
$1.5M
|
+$1.35M
|
+20,475
|
New
|
|
|
327
|
Belpointe Asset Management
Reno,
Nevada
|
$1.49M
|
+$447K
|
+6,790
|
+50%
|
|
|
328
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.49M
|
+$338K
|
+5,135
|
+34%
|
|
|
329
|
SCS Capital Management
Boston,
Massachusetts
|
$1.48M
|
–
|
–
|
–
|
|
|
330
|
Allworth Financial
Folsom,
California
|
$1.47M
|
+$142K
|
+2,160
|
+12%
|
|
|
331
|
|
$1.47M
|
-$204K
|
-3,100
|
-13%
|
|
|
332
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
333
|
Venturi Wealth Management
Austin,
Texas
|
$1.46M
|
+$1.32M
|
+20,000
|
New
|
|
|
334
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.46M
|
-$45.8K
|
-695
|
-3%
|
|
|
335
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.45M
|
–
|
–
|
–
|
|
|
336
|
Liberty Wealth Management
Oakland,
California
|
$1.44M
|
-$116K
|
-1,765
|
-8%
|
|
|
337
|
Mission Wealth Management
Santa Barbara,
California
|
$1.44M
|
+$870K
|
+13,205
|
+205%
|
|
|
338
|
Oxbow Advisors
Austin,
Texas
|
$1.44M
|
–
|
–
|
–
|
|
|
339
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.42M
|
-$98.9K
|
-1,500
|
-7%
|
|
|
340
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.42M
|
-$62.9K
|
-955
|
-5%
|
|
|
341
|
Jefferies Financial Group
New York
|
$1.41M
|
+$618K
|
+9,375
|
+95%
|
|
|
342
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.41M
|
-$1.28M
|
-19,465
|
-50%
|
|
|
343
|
Capital Squared Financial
Rockville,
Maryland
|
$1.4M
|
+$1.26M
|
+19,145
|
New
|
|
|
344
|
Elevation Capital Advisory
Bend,
Oregon
|
$1.4M
|
+$1.26M
|
+19,100
|
New
|
|
|
345
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.39M
|
–
|
–
|
–
|
|
|
346
|
Certuity
North Palm Beach,
Florida
|
$1.39M
|
+$1.65K
|
+25
|
+0.1%
|
|
|
347
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.38M
|
+$139K
|
+2,105
|
+13%
|
|
|
348
|
|
$1.38M
|
–
|
–
|
–
|
|
|
349
|
LifeSteps Financial
Claremont,
California
|
$1.37M
|
-$16.5K
|
-250
|
-1%
|
|
|
350
|
Charles Schwab
San Francisco,
California
|
$1.34M
|
-$488K
|
-7,410
|
-29%
|
|
