|
401
|
Ford Financial Group
Fresno,
California
|
$300K
|
+$320K
|
+7,034
|
New
|
|
|
402
|
BOK Financial
Tulsa,
Oklahoma
|
$299K
|
–
|
–
|
–
|
|
|
403
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$299K
|
+$12.5K
|
+274
|
+4%
|
|
|
404
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$299K
|
+$79.3K
|
+1,742
|
+33%
|
|
|
405
|
M&T Bank
Buffalo,
New York
|
$296K
|
–
|
–
|
–
|
|
|
406
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$294K
|
–
|
–
|
–
|
|
|
407
|
Reston Wealth Management
Reston,
Virginia
|
$293K
|
+$10.6K
|
+232
|
+4%
|
|
|
408
|
Legacy Wealth Planning
Reno,
Nevada
|
$293K
|
+$76.5K
|
+1,680
|
+32%
|
|
|
409
|
Evergreen Capital Management
Bellevue,
Washington
|
$292K
|
-$30.8K
|
-676
|
-9%
|
|
|
410
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$292K
|
+$9.1K
|
+200
|
+3%
|
|
|
411
|
Alpha Capital Management
Austin,
Texas
|
$291K
|
–
|
–
|
–
|
|
|
412
|
Detalus Advisors
St. Louis,
Missouri
|
$285K
|
-$71.6K
|
-1,574
|
-19%
|
|
|
413
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$282K
|
–
|
–
|
–
|
|
|
414
|
Regal Investment Advisors
Kentwood,
Michigan
|
$280K
|
+$298K
|
+6,550
|
New
|
|
|
415
|
Stonegate Investment Group
Birmingham,
Alabama
|
$280K
|
+$298K
|
+6,550
|
New
|
|
|
416
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$278K
|
–
|
–
|
–
|
|
|
417
|
Lake Street Private Wealth
Chicago,
Illinois
|
$277K
|
+$22.3K
|
+490
|
+8%
|
|
|
418
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$277K
|
+$295K
|
+6,492
|
New
|
|
|
419
|
US Financial Advisors
Braintree,
Massachusetts
|
$276K
|
+$455
|
+10
|
+0.2%
|
|
|
420
|
RMR Wealth Builders
Montclair,
New Jersey
|
$274K
|
+$20.2K
|
+444
|
+7%
|
|
|
421
|
S.A. Mason
Holland,
Michigan
|
$273K
|
–
|
–
|
–
|
|
|
422
|
Good Life Advisors
Reading,
Pennsylvania
|
$271K
|
+$10.7K
|
+236
|
+4%
|
|
|
423
|
West Coast Financial
Santa Barbara,
California
|
$269K
|
–
|
–
|
–
|
|
|
424
|
XML Financial
Bethesda,
Maryland
|
$266K
|
+$7.19K
|
+158
|
+3%
|
|
|
425
|
Rockland Trust
Hanover,
Massachusetts
|
$263K
|
-$181K
|
-3,972
|
-39%
|
|
