|
301
|
UMB Bank
Kansas City,
Missouri
|
$690K
|
+$6.86K
|
+286
|
+1%
|
|
|
302
|
Tempus Wealth Planning
Irvine,
California
|
$686K
|
-$109K
|
-4,540
|
-14%
|
|
|
303
|
Advocate Group
Minnetonka,
Minnesota
|
$676K
|
+$8.72K
|
+364
|
+1%
|
|
|
304
|
Bayshore Asset Management
Coral Gables,
Florida
|
$675K
|
–
|
–
|
–
|
|
|
305
|
|
$664K
|
–
|
–
|
–
|
|
|
306
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$662K
|
-$4.46K
|
-186
|
-0.7%
|
|
|
307
|
WealthSource Partners
San Luis Obispo,
California
|
$657K
|
+$291K
|
+12,124
|
+79%
|
|
|
308
|
Somerset Group
Wayzata,
Minnesota
|
$647K
|
-$136K
|
-5,682
|
-17%
|
|
|
309
|
Frontier Asset Management
Sheridan,
Wyoming
|
$640K
|
+$120K
|
+5,026
|
+23%
|
|
|
310
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$638K
|
-$70.3K
|
-2,934
|
-10%
|
|
|
311
|
Summit Asset Management
Memphis,
Tennessee
|
$632K
|
-$49.9K
|
-2,080
|
-7%
|
|
|
312
|
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
$631K
|
-$5.51M
|
-230,032
|
-90%
|
|
|
313
|
REDW Wealth
Albuquerque,
New Mexico
|
$630K
|
-$3.21K
|
-134
|
-0.5%
|
|
|
314
|
Laidlaw Wealth Management
New York City,
New York
|
$618K
|
-$1.74M
|
-72,684
|
-74%
|
|
|
315
|
Prospera Financial Services
Dallas,
Texas
|
$614K
|
+$615K
|
+25,642
|
New
|
|
|
316
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$608K
|
-$261K
|
-10,876
|
-30%
|
|
|
317
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$606K
|
–
|
–
|
–
|
|
|
318
|
RFP Financial Group
Atlanta,
Georgia
|
$601K
|
+$594K
|
+24,794
|
+8,669%
|
|
|
319
|
Comerica Bank
Dallas,
Texas
|
$600K
|
+$600K
|
+25,040
|
New
|
|
|
320
|
HC Advisors
Sandy Springs,
Georgia
|
$588K
|
+$11.3K
|
+470
|
+2%
|
|
|
321
|
National Wealth Management Group
Cincinnati,
Ohio
|
$586K
|
+$79.4K
|
+3,312
|
+16%
|
|
|
322
|
L.J. Altfest & Co
New York
|
$576K
|
+$207K
|
+8,638
|
+56%
|
|
|
323
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$573K
|
+$159K
|
+6,646
|
+38%
|
|
|
324
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$572K
|
+$89.3K
|
+3,726
|
+18%
|
|
|
325
|
Avantax Advisory Services
Dallas,
Texas
|
$571K
|
+$12.2K
|
+508
|
+2%
|
|
