|
401
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$389K
|
–
|
–
|
–
|
|
|
402
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$383K
|
+$90.3K
|
+582
|
+33%
|
|
|
403
|
|
$383K
|
+$33.7K
|
+217
|
+10%
|
|
|
404
|
Private Trust Company
Cleveland,
Ohio
|
$380K
|
+$103K
|
+665
|
+40%
|
|
|
405
|
Cloud Capital Management
Seattle,
Washington
|
$379K
|
–
|
–
|
–
|
|
|
406
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$374K
|
+$49.6K
|
+320
|
+16%
|
|
|
407
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$373K
|
-$26.7K
|
-172
|
-7%
|
|
|
408
|
Westco Advisory Services
Lynbrook,
New York
|
$373K
|
-$1.55K
|
-10
|
-0.4%
|
|
|
409
|
Strategic Financial Concepts
San Antonio,
Texas
|
$366K
|
+$31.6K
|
+204
|
+10%
|
|
|
410
|
CVFG LLC
Shelbyville,
Indiana
|
$364K
|
–
|
–
|
–
|
|
|
411
|
Summitry LLC
Foster City,
California
|
$364K
|
+$346K
|
+2,230
|
New
|
|
|
412
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$358K
|
+$1.4K
|
+9
|
+0.4%
|
|
|
413
|
LRI Investments
Palm Beach Gardens,
Florida
|
$353K
|
–
|
–
|
–
|
|
|
414
|
TIAA-CREF Individual & Institutional Services
New York
|
$352K
|
+$45.6K
|
+294
|
+16%
|
|
|
415
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$351K
|
-$125K
|
-804
|
-27%
|
|
|
416
|
Mission Wealth Management
Santa Barbara,
California
|
$350K
|
+$332K
|
+2,141
|
New
|
|
|
417
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$345K
|
-$28.4K
|
-183
|
-8%
|
|
|
418
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$345K
|
+$155
|
+1
|
+0%
|
|
|
419
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$344K
|
+$1.09K
|
+7
|
+0.3%
|
|
|
420
|
Lazari Capital Management
Woodland Hills,
California
|
$344K
|
–
|
–
|
–
|
|
|
421
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$343K
|
-$29.5K
|
-190
|
-8%
|
|
|
422
|
Pacific Capital Wealth Advisors
Corona,
California
|
$343K
|
–
|
–
|
–
|
|
|
423
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$339K
|
+$1.4K
|
+9
|
+0.4%
|
|
|
424
|
Lockerman Financial Group
Newport Beach,
California
|
$339K
|
+$155
|
+1
|
+0%
|
|
|
425
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$334K
|
+$4.96K
|
+32
|
+2%
|
|
