|
326
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$907K
|
-$773
|
-42
|
-0.1%
|
|
|
327
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$899K
|
+$897K
|
+48,759
|
New
|
|
|
328
|
TAP Consulting
Kirkwood,
Missouri
|
$886K
|
+$617K
|
+33,546
|
+231%
|
|
|
329
|
Pacific Capital Wealth Advisors
Corona,
California
|
$866K
|
–
|
–
|
–
|
|
|
330
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$864K
|
-$37.9K
|
-2,061
|
-4%
|
|
|
331
|
Brighton Jones LLC
Seattle,
Washington
|
$864K
|
+$862K
|
+46,848
|
New
|
|
|
332
|
Steward Partners Investment Advisory
New York
|
$860K
|
+$353K
|
+19,197
|
+70%
|
|
|
333
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$858K
|
-$23.7K
|
-1,287
|
-3%
|
|
|
334
|
Lido Advisors
Los Angeles,
California
|
$852K
|
+$221K
|
+12,006
|
+35%
|
|
|
335
|
Davidson Trust Company
Seattle,
Washington
|
$845K
|
-$55.1K
|
-2,994
|
-6%
|
|
|
336
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$840K
|
–
|
–
|
–
|
|
|
337
|
CapWealth Advisors
Franklin,
Tennessee
|
$834K
|
-$195K
|
-10,602
|
-19%
|
|
|
338
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$820K
|
+$57.5K
|
+3,126
|
+8%
|
|
|
339
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$809K
|
+$16.4K
|
+891
|
+2%
|
|
|
340
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$797K
|
-$267K
|
-14,514
|
-25%
|
|
|
341
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$791K
|
-$85.7K
|
-4,659
|
-10%
|
|
|
342
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$791K
|
–
|
–
|
–
|
|
|
343
|
LifePlan Financial Group
Dayton,
Ohio
|
$790K
|
+$146K
|
+7,920
|
+23%
|
|
|
344
|
Smart Money Group
Eastland,
Texas
|
$781K
|
-$108K
|
-5,880
|
-12%
|
|
|
345
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$777K
|
+$333K
|
+18,093
|
+75%
|
|
|
346
|
WealthBridge Capital Management
Westerville,
Ohio
|
$769K
|
+$6.79K
|
+369
|
+0.9%
|
|
|
347
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$766K
|
-$178K
|
-9,669
|
-19%
|
|
|
348
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$756K
|
+$7.18K
|
+390
|
+1%
|
|
|
349
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$755K
|
+$37.4K
|
+2,031
|
+5%
|
|
|
350
|
Bank of Marin
Novato,
California
|
$746K
|
+$77.3K
|
+4,203
|
+12%
|
|
