|
351
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.5M
|
+$731K
|
+7,269
|
+96%
|
|
|
352
|
William Blair & Company
Chicago,
Illinois
|
$1.5M
|
-$34.5K
|
-343
|
-2%
|
|
|
353
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$1.48M
|
-$80K
|
-796
|
-5%
|
|
|
354
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$1.47M
|
+$721K
|
+7,169
|
+97%
|
|
|
355
|
Essex Savings Bank
Essex,
Connecticut
|
$1.46M
|
-$121K
|
-1,205
|
-8%
|
|
|
356
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$1.45M
|
-$243K
|
-2,414
|
-14%
|
|
|
357
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.44M
|
-$392K
|
-3,900
|
-21%
|
|
|
358
|
Richard P. Slaughter Associates
Austin,
Texas
|
$1.44M
|
-$234K
|
-2,323
|
-14%
|
|
|
359
|
Birch Capital Management
Dallas,
Texas
|
$1.43M
|
+$106K
|
+1,058
|
+8%
|
|
|
360
|
Private Trust Company
Cleveland,
Ohio
|
$1.4M
|
-$19.8K
|
-197
|
-1%
|
|
|
361
|
Towneley Capital Management
Laguna Hills,
California
|
$1.39M
|
-$1.23M
|
-12,278
|
-47%
|
|
|
362
|
MCF Advisors
Covington,
Kentucky
|
$1.38M
|
+$2.01K
|
+20
|
+0.1%
|
|
|
363
|
Shayne & Jacobs LLC
Nashville,
Tennessee
|
$1.38M
|
-$56.3K
|
-560
|
-4%
|
|
|
364
|
SouthState Corp
Winter Haven,
Florida
|
$1.36M
|
-$49.1K
|
-488
|
-3%
|
|
|
365
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$1.36M
|
+$312K
|
+3,105
|
+30%
|
|
|
366
|
Fort Point Capital Partners
San Francisco,
California
|
$1.35M
|
+$1.35M
|
+13,427
|
New
|
|
|
367
|
Sovran Advisors
San Diego,
California
|
$1.34M
|
+$119K
|
+1,187
|
+10%
|
|
|
368
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.32M
|
+$426K
|
+4,232
|
+48%
|
|
|
369
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.32M
|
-$37.4K
|
-372
|
-3%
|
|
|
370
|
Montis Financial
Waltham,
Massachusetts
|
$1.32M
|
-$118K
|
-1,173
|
-8%
|
|
|
371
|
L & S Advisors
Los Angeles,
California
|
$1.31M
|
+$183K
|
+1,820
|
+16%
|
|
|
372
|
Summa Corp
Tomball,
Texas
|
$1.25M
|
+$407K
|
+4,050
|
+48%
|
|
|
373
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.22M
|
-$144K
|
-1,430
|
-11%
|
|
|
374
|
Prospera Financial Services
Dallas,
Texas
|
$1.22M
|
-$67.9K
|
-675
|
-5%
|
|
|
375
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1.21M
|
-$7.24K
|
-72
|
-0.6%
|
|
