|
301
|
Fidelity Investments
Boston,
Massachusetts
|
$426K
|
+$74.6K
|
+1,884
|
+22%
|
|
|
302
|
CFO Capital Management
Fairfield,
Connecticut
|
$425K
|
+$410K
|
+10,350
|
New
|
|
|
303
|
Cypress Point Wealth Management
Dallas,
Texas
|
$424K
|
–
|
–
|
–
|
|
|
304
|
Financial Insights
Tacoma,
Washington
|
$424K
|
+$15.3K
|
+386
|
+4%
|
|
|
305
|
Apriem Advisors
Irvine,
California
|
$420K
|
-$3.96K
|
-100
|
-1%
|
|
|
306
|
Truist Financial
Charlotte,
North Carolina
|
$417K
|
+$68.1K
|
+1,721
|
+20%
|
|
|
307
|
Prospera Financial Services
Dallas,
Texas
|
$413K
|
+$29.4K
|
+743
|
+8%
|
|
|
308
|
|
$413K
|
+$398K
|
+10,052
|
New
|
|
|
309
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$413K
|
+$398K
|
+10,049
|
New
|
|
|
310
|
SFMG Wealth Advisors
Plano,
Texas
|
$411K
|
–
|
–
|
–
|
|
|
311
|
Barclays
London,
United Kingdom
|
$411K
|
+$47.8K
|
+1,208
|
+14%
|
|
|
312
|
Tolleson Wealth Management
Dallas,
Texas
|
$406K
|
+$391K
|
+9,875
|
New
|
|
|
313
|
Curtis Advisory Group
Santa Barbara,
California
|
$401K
|
–
|
–
|
–
|
|
|
314
|
Cooper/Haims Advisors
Victor,
New York
|
$397K
|
+$383K
|
+9,669
|
New
|
|
|
315
|
Callan Family Office
Radnor,
Pennsylvania
|
$397K
|
+$1.43K
|
+36
|
+0.4%
|
|
|
316
|
Alpha Cubed Investments
Irvine,
California
|
$395K
|
+$47.5K
|
+1,200
|
+14%
|
|
|
317
|
Barnes Wealth Management Group
Bakersfield,
California
|
$392K
|
-$12.9K
|
-326
|
-3%
|
|
|
318
|
Modern Wealth Management
Lenexa,
Kansas
|
$391K
|
+$377K
|
+9,519
|
New
|
|
|
319
|
Fifth Third Securities
Cincinnati,
Ohio
|
$391K
|
+$376K
|
+9,508
|
New
|
|
|
320
|
Vicus Capital
State College,
Pennsylvania
|
$387K
|
-$11.2K
|
-282
|
-3%
|
|
|
321
|
Skyline Advisors
Bellingham,
Washington
|
$370K
|
–
|
–
|
–
|
|
|
322
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$368K
|
-$5.58K
|
-141
|
-2%
|
|
|
323
|
KCM Investment Advisors
Greenbrae,
California
|
$364K
|
–
|
–
|
–
|
|
|
324
|
TCFG Wealth Management
Laguna Niguel,
California
|
$362K
|
-$34.3K
|
-867
|
-9%
|
|
|
325
|
&Partners
Nashville,
Tennessee
|
$357K
|
–
|
–
|
–
|
|
