|
376
|
Jackson Wealth Management
Lake Mary,
Florida
|
$2.08M
|
+$42.3K
|
+299
|
+2%
|
|
|
377
|
Patron Partners
Houston,
Texas
|
$2.04M
|
-$14.8K
|
-105
|
-0.7%
|
|
|
378
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.04M
|
+$1.98M
|
+14,008
|
New
|
|
|
379
|
|
$2.04M
|
-$1.13M
|
-8,000
|
-36%
|
|
|
380
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.02M
|
+$1.17M
|
+8,301
|
+125%
|
|
|
381
|
Venturi Wealth Management
Austin,
Texas
|
$2.02M
|
-$575K
|
-4,070
|
-23%
|
|
|
382
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.02M
|
+$349K
|
+2,470
|
+22%
|
|
|
383
|
Belpointe Asset Management
Reno,
Nevada
|
$1.97M
|
-$5.56M
|
-39,360
|
-74%
|
|
|
384
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.91M
|
-$453K
|
-3,204
|
-20%
|
|
|
385
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$1.91M
|
+$1.85M
|
+13,086
|
New
|
|
|
386
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.9M
|
-$23.9K
|
-169
|
-1%
|
|
|
387
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.88M
|
-$16.1K
|
-114
|
-0.9%
|
|
|
388
|
|
$1.87M
|
-$543K
|
-3,843
|
-23%
|
|
|
389
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.86M
|
+$151K
|
+1,070
|
+9%
|
|
|
390
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.86M
|
+$46.2K
|
+327
|
+3%
|
|
|
391
|
Element Pointe Advisors
Miami,
Florida
|
$1.83M
|
–
|
–
|
–
|
|
|
392
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.81M
|
-$129K
|
-915
|
-7%
|
|
|
393
|
Adero Partners
Pleasanton,
California
|
$1.8M
|
-$19.5K
|
-138
|
-1%
|
|
|
394
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.8M
|
+$17.7K
|
+125
|
+1%
|
|
|
395
|
Vontobel Holding
Zurich,
Switzerland
|
$1.79M
|
-$7.77K
|
-55
|
-0.4%
|
|
|
396
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.78M
|
-$16.8K
|
-119
|
-1%
|
|
|
397
|
Comerica Bank
Dallas,
Texas
|
$1.76M
|
+$332K
|
+2,352
|
+21%
|
|
|
398
|
SOL Capital Management
Rockville,
Maryland
|
$1.7M
|
+$785K
|
+5,555
|
+91%
|
|
|
399
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.7M
|
+$1.65M
|
+11,641
|
New
|
|
|
400
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.69M
|
+$498K
|
+3,526
|
+44%
|
|
