|
351
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.16M
|
+$342K
|
+2,573
|
+17%
|
|
|
352
|
Smart Money Group
Eastland,
Texas
|
$2.14M
|
-$3.19M
|
-24,049
|
-60%
|
|
|
353
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2.12M
|
+$7.04K
|
+53
|
+0.3%
|
|
|
354
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.11M
|
-$84.7K
|
-638
|
-4%
|
|
|
355
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.08M
|
+$2.05M
|
+15,437
|
New
|
|
|
356
|
DB Wealth Management Group
San Diego,
California
|
$2.07M
|
-$33.6K
|
-253
|
-2%
|
|
|
357
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.06M
|
+$281K
|
+2,119
|
+16%
|
|
|
358
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.05M
|
+$158K
|
+1,190
|
+8%
|
|
|
359
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$2.04M
|
-$191K
|
-1,439
|
-9%
|
|
|
360
|
WBH Advisory
Baltimore,
Maryland
|
$2.03M
|
-$1.72M
|
-12,978
|
-45%
|
|
|
361
|
CFM Wealth Partners
Austin,
Texas
|
$2.01M
|
-$118K
|
-889
|
-6%
|
|
|
362
|
Straight Path Wealth Management
Jenison,
Michigan
|
$2.01M
|
+$1.06M
|
+8,005
|
+115%
|
|
|
363
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.96M
|
+$385K
|
+2,898
|
+25%
|
|
|
364
|
Macroview Investment Management
Bethesda,
Maryland
|
$1.92M
|
-$319K
|
-2,405
|
-14%
|
|
|
365
|
Stephens Consulting
Flint,
Michigan
|
$1.89M
|
-$96.3K
|
-725
|
-5%
|
|
|
366
|
Venturi Wealth Management
Austin,
Texas
|
$1.89M
|
+$25.9K
|
+195
|
+1%
|
|
|
367
|
Patron Partners
Houston,
Texas
|
$1.88M
|
-$5.84K
|
-44
|
-0.3%
|
|
|
368
|
Comerica Bank
Dallas,
Texas
|
$1.88M
|
+$90.8K
|
+684
|
+5%
|
|
|
369
|
Adero Partners
Pleasanton,
California
|
$1.85M
|
+$183K
|
+1,378
|
+11%
|
|
|
370
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$1.81M
|
-$173K
|
-1,304
|
-9%
|
|
|
371
|
Diversified Trust
Memphis,
Tennessee
|
$1.8M
|
-$257K
|
-1,936
|
-13%
|
|
|
372
|
SOL Capital Management
Rockville,
Maryland
|
$1.76M
|
+$194K
|
+1,460
|
+13%
|
|
|
373
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.75M
|
-$4.12K
|
-31
|
-0.2%
|
|
|
374
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.75M
|
+$1.08M
|
+8,153
|
+168%
|
|
|
375
|
Belpointe Asset Management
Reno,
Nevada
|
$1.71M
|
-$110K
|
-828
|
-6%
|
|
