|
1026
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$328K
|
–
|
–
|
–
|
|
|
1027
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$326K
|
-$46.5K
|
-1,696
|
-12%
|
|
|
1028
|
KeyBank National Association
Cleveland,
Ohio
|
$326K
|
-$47.5K
|
-1,736
|
-12%
|
|
|
1029
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$324K
|
+$355K
|
+12,954
|
New
|
|
|
1030
|
Golden State Wealth Management
Santa Ana,
California
|
$324K
|
–
|
–
|
–
|
|
|
1031
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$324K
|
-$261K
|
-9,512
|
-42%
|
|
|
1032
|
Omega Financial Group
Santa Barbara,
California
|
$320K
|
-$31.9K
|
-1,166
|
-8%
|
|
|
1033
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$319K
|
-$411
|
-15
|
-0.1%
|
|
|
1034
|
SFMG Wealth Advisors
Plano,
Texas
|
$319K
|
+$348K
|
+12,720
|
New
|
|
|
1035
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$318K
|
+$348K
|
+12,696
|
New
|
|
|
1036
|
Waterford Advisors
Orchard Park,
New York
|
$315K
|
–
|
–
|
–
|
|
|
1037
|
Brighton Jones LLC
Seattle,
Washington
|
$314K
|
+$10.1K
|
+368
|
+3%
|
|
|
1038
|
SteelPeak Wealth
Woodland Hills,
California
|
$314K
|
-$10.9K
|
-398
|
-3%
|
|
|
1039
|
Hudock Inc
Williamsport,
Pennsylvania
|
$313K
|
+$55
|
+2
|
+0%
|
|
|
1040
|
KFA Private Wealth Group
Tysons,
Virginia
|
$312K
|
+$110
|
+4
|
+0%
|
|
|
1041
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$312K
|
+$341K
|
+12,466
|
New
|
|
|
1042
|
Vista Capital Partners
Portland,
Oregon
|
$309K
|
-$36.2K
|
-1,320
|
-10%
|
|
|
1043
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$308K
|
-$25.8K
|
-942
|
-7%
|
|
|
1044
|
LGT Financial Advisors
Dallas,
Texas
|
$307K
|
-$2.52K
|
-92
|
-0.7%
|
|
|
1045
|
Coastwise Capital Group
La Jolla,
California
|
$306K
|
+$111K
|
+4,044
|
+50%
|
|
|
1046
|
Presidio Capital Management
San Diego,
California
|
$305K
|
+$102K
|
+3,725
|
+44%
|
|
|
1047
|
My Legacy Advisors
Bend,
Oregon
|
$303K
|
-$122K
|
-4,457
|
-27%
|
|
|
1048
|
American Financial & Tax Strategies
New York
|
$302K
|
–
|
–
|
–
|
|
|
1049
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$301K
|
-$13.1K
|
-478
|
-4%
|
|
|
1050
|
Ted Buchan & Co
San Diego,
California
|
$300K
|
–
|
–
|
–
|
|
