|
1026
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$365K
|
–
|
–
|
–
|
|
|
1027
|
Golden State Wealth Management
Santa Ana,
California
|
$361K
|
+$354K
|
+12,953
|
New
|
|
|
1028
|
SteelPeak Wealth
Woodland Hills,
California
|
$361K
|
+$11.1K
|
+405
|
+3%
|
|
|
1029
|
Pinnacle Associates
New York
|
$360K
|
-$17.1K
|
-625
|
-5%
|
|
|
1030
|
Copley Financial Group
San Diego,
California
|
$358K
|
+$60K
|
+2,194
|
+21%
|
|
|
1031
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$355K
|
+$301
|
+11
|
+0.1%
|
|
|
1032
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$353K
|
+$3.42K
|
+125
|
+1%
|
|
|
1033
|
National Wealth Management Group
Cincinnati,
Ohio
|
$351K
|
+$106K
|
+3,870
|
+44%
|
|
|
1034
|
Waterford Advisors
Orchard Park,
New York
|
$351K
|
–
|
–
|
–
|
|
|
1035
|
Patten & Patten
Chattanooga,
Tennessee
|
$350K
|
+$344K
|
+12,572
|
New
|
|
|
1036
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$349K
|
+$342K
|
+12,518
|
New
|
|
|
1037
|
Hudock Inc
Williamsport,
Pennsylvania
|
$348K
|
+$82
|
+3
|
+0%
|
|
|
1038
|
First Pacific Financial
Vancouver,
Washington
|
$348K
|
+$273
|
+10
|
+0.1%
|
|
|
1039
|
KFA Private Wealth Group
Tysons,
Virginia
|
$348K
|
+$27
|
+1
|
+0%
|
|
|
1040
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$346K
|
-$55
|
-2
|
-0%
|
|
|
1041
|
LGT Financial Advisors
Dallas,
Texas
|
$344K
|
-$137K
|
-5,015
|
-29%
|
|
|
1042
|
Forum Financial Management
Lombard,
Illinois
|
$343K
|
+$273
|
+10
|
+0.1%
|
|
|
1043
|
Brighton Jones LLC
Seattle,
Washington
|
$340K
|
+$273
|
+10
|
+0.1%
|
|
|
1044
|
American Financial & Tax Strategies
New York
|
$337K
|
-$49.1K
|
-1,796
|
-13%
|
|
|
1045
|
Peterson Wealth Advisors
Orem,
Utah
|
$334K
|
+$323K
|
+11,801
|
New
|
|
|
1046
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$334K
|
+$301
|
+11
|
+0.1%
|
|
|
1047
|
Ted Buchan & Co
San Diego,
California
|
$334K
|
+$71.1K
|
+2,600
|
+28%
|
|
|
1048
|
Paladin Advisory Group
Clive,
Iowa
|
$331K
|
–
|
–
|
–
|
|
|
1049
|
Burney Company
Reston,
Virginia
|
$325K
|
-$267K
|
-9,752
|
-46%
|
|
|
1050
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$324K
|
+$318K
|
+11,619
|
New
|
|
