|
301
|
Marshall Investment Management
Littleton,
Colorado
|
$563K
|
–
|
–
|
–
|
|
|
302
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$548K
|
+$536K
|
+10,240
|
New
|
|
|
303
|
Greenline Partners
New York
|
$541K
|
+$197K
|
+3,764
|
+59%
|
|
|
304
|
Venturi Wealth Management
Austin,
Texas
|
$538K
|
–
|
–
|
–
|
|
|
305
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$538K
|
+$10.2K
|
+194
|
+2%
|
|
|
306
|
Cascade Financial Partners
San Diego,
California
|
$537K
|
+$20.9K
|
+399
|
+4%
|
|
|
307
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$535K
|
–
|
–
|
–
|
|
|
308
|
Commerce Bank
Kansas City,
Missouri
|
$532K
|
+$383K
|
+7,317
|
New
|
|
|
309
|
BOK Financial
Tulsa,
Oklahoma
|
$531K
|
–
|
–
|
–
|
|
|
310
|
Arete Wealth Advisors
Chicago,
Illinois
|
$527K
|
–
|
–
|
–
|
|
|
311
|
State of Wyoming
Cheyenne,
Wyoming
|
$523K
|
+$152K
|
+2,907
|
+42%
|
|
|
312
|
Bogart Wealth LLC
Mclean,
Virginia
|
$521K
|
–
|
–
|
–
|
|
|
313
|
International Assets Investment Management
Orlando,
Florida
|
$516K
|
+$124K
|
+2,370
|
+33%
|
|
|
314
|
Aire Advisors
Beverly Hills,
California
|
$515K
|
-$41K
|
-782
|
-8%
|
|
|
315
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$512K
|
+$15K
|
+286
|
+3%
|
|
|
316
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$512K
|
-$33.9K
|
-648
|
-6%
|
|
|
317
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$510K
|
+$3.46K
|
+66
|
+0.6%
|
|
|
318
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$504K
|
–
|
–
|
–
|
|
|
319
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$496K
|
+$2.83K
|
+54
|
+0.5%
|
|
|
320
|
Venture Visionary Partners
Sylvania,
Ohio
|
$493K
|
-$7.86K
|
-150
|
-2%
|
|
|
321
|
Rothschild Investment LLC
Chicago,
Illinois
|
$490K
|
-$41.9K
|
-800
|
-8%
|
|
|
322
|
Trueblood Wealth Management
Lima,
Ohio
|
$489K
|
+$1.36K
|
+26
|
+0.3%
|
|
|
323
|
Truist Financial
Charlotte,
North Carolina
|
$488K
|
+$21.1K
|
+403
|
+5%
|
|
|
324
|
True North Advisors
Dallas,
Texas
|
$482K
|
+$472K
|
+9,013
|
New
|
|
|
325
|
Regions Financial Corp
Birmingham,
Alabama
|
$482K
|
–
|
–
|
–
|
|
