|
351
|
Soundwatch Capital
Rowayton,
Connecticut
|
$882K
|
+$308K
|
+3,965
|
+63%
|
|
|
352
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$876K
|
+$33.6K
|
+433
|
+4%
|
|
|
353
|
Phraction Management
Colchester,
Connecticut
|
$867K
|
–
|
–
|
–
|
|
|
354
|
Keeler Thomas Management
Orem,
Utah
|
$866K
|
-$722K
|
-9,303
|
-48%
|
|
|
355
|
Iams Wealth Management
Omaha,
Nebraska
|
$860K
|
+$59.4K
|
+765
|
+8%
|
|
|
356
|
Autumn Glory Partners
Dallas,
Texas
|
$851K
|
+$54.7K
|
+704
|
+7%
|
|
|
357
|
First Community Trust
Dubuque,
Iowa
|
$847K
|
-$43.6K
|
-562
|
-5%
|
|
|
358
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$811K
|
+$742K
|
+9,553
|
New
|
|
|
359
|
Nilsine Partners
Greenwood Village,
Colorado
|
$808K
|
+$544
|
+7
|
+0.1%
|
|
|
360
|
Root Financial Partners
Encinitas,
California
|
$801K
|
+$733K
|
+9,439
|
New
|
|
|
361
|
Kaydan Wealth Management
Fenton,
Michigan
|
$787K
|
–
|
–
|
–
|
|
|
362
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$785K
|
-$18.8K
|
-242
|
-3%
|
|
|
363
|
Gilbert & Cook
West Des Moines,
Iowa
|
$783K
|
+$91.8K
|
+1,182
|
+15%
|
|
|
364
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$777K
|
-$109K
|
-1,406
|
-13%
|
|
|
365
|
Scotia Capital
Toronto,
Ontario, Canada
|
$774K
|
+$47.7K
|
+614
|
+7%
|
|
|
366
|
Legacy Private Trust
Neenah,
Wisconsin
|
$752K
|
-$31.5K
|
-405
|
-4%
|
|
|
367
|
Aspiriant LLC
Los Angeles,
California
|
$732K
|
–
|
–
|
–
|
|
|
368
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$731K
|
+$403K
|
+5,184
|
+151%
|
|
|
369
|
HSBC Holdings
London,
United Kingdom
|
$719K
|
+$3.57K
|
+46
|
+0.5%
|
|
|
370
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$706K
|
+$1.17K
|
+15
|
+0.2%
|
|
|
371
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$699K
|
+$36.4K
|
+469
|
+6%
|
|
|
372
|
Belpointe Asset Management
Reno,
Nevada
|
$698K
|
+$14K
|
+180
|
+2%
|
|
|
373
|
RFG Advisory
Birmingham,
Alabama
|
$697K
|
+$279K
|
+3,591
|
+78%
|
|
|
374
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$696K
|
-$89.3K
|
-1,150
|
-12%
|
|
|
375
|
ICA Group Wealth Management
Denver,
Colorado
|
$685K
|
+$190K
|
+2,441
|
+43%
|
|
