|
301
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$446K
|
+$346K
|
+18,860
|
New
|
|
|
302
|
EP Wealth Advisors
Torrance,
California
|
$433K
|
+$336K
|
+18,325
|
New
|
|
|
303
|
Vontobel Holding
Zurich,
Switzerland
|
$426K
|
–
|
–
|
–
|
|
|
304
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$426K
|
+$330K
|
+18,000
|
New
|
|
|
305
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$424K
|
+$43.4K
|
+2,367
|
+15%
|
|
|
306
|
Keystone Wealth Services
Palm Desert,
California
|
$417K
|
–
|
–
|
–
|
|
|
307
|
HM Payson & Co
Portland,
Maine
|
$416K
|
–
|
–
|
–
|
|
|
308
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$412K
|
+$641
|
+35
|
+0.2%
|
|
|
309
|
Worth Asset Management
Dallas,
Texas
|
$409K
|
–
|
–
|
–
|
|
|
310
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$405K
|
–
|
–
|
–
|
|
|
311
|
Salomon & Ludwin
Richmond,
Virginia
|
$402K
|
+$83.2K
|
+4,541
|
+40%
|
|
|
312
|
Principal Securities
Des Moines,
Iowa
|
$396K
|
-$12.5K
|
-684
|
-4%
|
|
|
313
|
Fiduciary Alliance
Greenville,
South Carolina
|
$396K
|
+$49.5K
|
+2,700
|
+19%
|
|
|
314
|
CoreCap Advisors
Southfield,
Michigan
|
$395K
|
+$16K
|
+871
|
+5%
|
|
|
315
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$395K
|
+$306K
|
+16,700
|
New
|
|
|
316
|
Clearstead Advisors
Cleveland,
Ohio
|
$392K
|
+$304K
|
+16,582
|
New
|
|
|
317
|
Krilogy Financial
St. Louis,
Missouri
|
$384K
|
+$202K
|
+11,000
|
New
|
|
|
318
|
M Holdings Securities
Portland,
Oregon
|
$381K
|
+$295K
|
+16,124
|
New
|
|
|
319
|
Mendota Financial Group
Madison,
Wisconsin
|
$378K
|
–
|
–
|
–
|
|
|
320
|
MGO One Seven
Beachwood,
Ohio
|
$367K
|
-$53K
|
-2,893
|
-16%
|
|
|
321
|
Novem Group
Rochester,
New York
|
$362K
|
+$3.21K
|
+175
|
+1%
|
|
|
322
|
Neuberger Berman Group
New York
|
$362K
|
-$103K
|
-5,642
|
-27%
|
|
|
323
|
Helen Stephens Group
Fort Worth,
Texas
|
$357K
|
+$277K
|
+15,100
|
New
|
|
|
324
|
Valmark Advisers
Akron,
Ohio
|
$357K
|
+$276K
|
+15,092
|
New
|
|
|
325
|
Pacific Wealth Management
San Diego,
California
|
$356K
|
–
|
–
|
–
|
|
