|
1301
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$320K
|
+$63.5K
|
+593
|
+25%
|
|
|
1302
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$318K
|
–
|
–
|
–
|
|
|
1303
|
Oakworth Capital
Birmingham,
Alabama
|
$318K
|
-$183K
|
-1,712
|
-37%
|
|
|
1304
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$317K
|
+$42K
|
+392
|
+15%
|
|
|
1305
|
|
$317K
|
+$9.42K
|
+88
|
+3%
|
|
|
1306
|
Berger Financial Group
Plymouth,
Minnesota
|
$316K
|
-$90.1K
|
-842
|
-22%
|
|
|
1307
|
5T Wealth
Napa,
California
|
$314K
|
+$314K
|
+2,933
|
New
|
|
|
1308
|
Cassady Wealth & Retirement Planning
Henderson,
Nevada
|
$313K
|
+$313K
|
+2,920
|
New
|
|
|
1309
|
Castle Wealth Management
West Palm Beach,
Florida
|
$312K
|
–
|
–
|
–
|
|
|
1310
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$312K
|
-$16.9K
|
-158
|
-5%
|
|
|
1311
|
Oxford Wealth Group
Orlando,
Florida
|
$312K
|
+$312K
|
+2,911
|
New
|
|
|
1312
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$312K
|
-$61.9K
|
-578
|
-17%
|
|
|
1313
|
Bank OZK
Little Rock,
Arkansas
|
$311K
|
+$27.4K
|
+256
|
+10%
|
|
|
1314
|
Global Assets Advisory
Orlando,
Florida
|
$310K
|
-$10.6K
|
-99
|
-3%
|
|
|
1315
|
Oder Investment Management
Woodland Hills,
California
|
$309K
|
+$11.1K
|
+104
|
+4%
|
|
|
1316
|
Downshift Financial
Boulder,
Colorado
|
$308K
|
+$306K
|
+2,854
|
New
|
|
|
1317
|
Patron Partners
Houston,
Texas
|
$306K
|
-$30.3K
|
-283
|
-9%
|
|
|
1318
|
Unified Investment Management
Atlanta,
Georgia
|
$305K
|
–
|
–
|
–
|
|
|
1319
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$305K
|
-$25.2K
|
-235
|
-8%
|
|
|
1320
|
Bay Colony Advisors
Concord,
Massachusetts
|
$304K
|
+$428
|
+4
|
+0.1%
|
|
|
1321
|
Evercore Wealth Management
New York
|
$303K
|
+$82.1K
|
+767
|
+37%
|
|
|
1322
|
Golden State Wealth Management
Santa Ana,
California
|
$303K
|
+$208K
|
+1,939
|
+218%
|
|
|
1323
|
Heritage Family Offices
Scottsdale,
Arizona
|
$302K
|
+$11.3K
|
+106
|
+4%
|
|
|
1324
|
Addison Capital
Conshohocken,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
1325
|
Cambient Family Office
Ada,
Michigan
|
$301K
|
+$301K
|
+2,808
|
New
|
|
