|
301
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$431K
|
–
|
–
|
–
|
|
|
302
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$425K
|
–
|
–
|
–
|
|
|
303
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$414K
|
+$418K
|
+8,476
|
New
|
|
|
304
|
Mason & Associates (California)
Los Angeles,
California
|
$412K
|
+$413K
|
+8,379
|
New
|
|
|
305
|
BFSG LLC
Irvine,
California
|
$411K
|
–
|
–
|
–
|
|
|
306
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$409K
|
–
|
–
|
–
|
|
|
307
|
IFG Advisors
St. Louis,
Missouri
|
$408K
|
+$68.2K
|
+1,385
|
+20%
|
|
|
308
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$407K
|
+$67.3K
|
+1,366
|
+20%
|
|
|
309
|
RFG Advisory
Birmingham,
Alabama
|
$404K
|
+$30.9K
|
+628
|
+8%
|
|
|
310
|
Omega Financial Group
Santa Barbara,
California
|
$404K
|
+$36K
|
+730
|
+10%
|
|
|
311
|
Wellington Shields Capital Management
New York
|
$393K
|
–
|
–
|
–
|
|
|
312
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$392K
|
–
|
–
|
–
|
|
|
313
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$390K
|
+$391K
|
+7,938
|
New
|
|
|
314
|
UMB Bank
Kansas City,
Missouri
|
$388K
|
+$389K
|
+7,894
|
New
|
|
|
315
|
|
$387K
|
+$359K
|
+7,282
|
+1,228%
|
|
|
316
|
RDA Financial Network
Akron,
Iowa
|
$382K
|
-$162K
|
-3,290
|
-30%
|
|
|
317
|
BOK Financial
Tulsa,
Oklahoma
|
$381K
|
+$115K
|
+2,340
|
+43%
|
|
|
318
|
Sutton Place Investors
Katonah,
New York
|
$372K
|
+$373K
|
+7,564
|
New
|
|
|
319
|
Investment Partners
New Philadelphia,
Ohio
|
$360K
|
–
|
–
|
–
|
|
|
320
|
Venturi Wealth Management
Austin,
Texas
|
$360K
|
–
|
–
|
–
|
|
|
321
|
First Trust Advisors
Wheaton,
Illinois
|
$360K
|
+$7.49K
|
+152
|
+2%
|
|
|
322
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$359K
|
–
|
–
|
–
|
|
|
323
|
Icon Wealth Partners
Houston,
Texas
|
$358K
|
–
|
–
|
–
|
|
|
324
|
Elmwood Wealth Management
Berkeley,
California
|
$355K
|
+$356K
|
+7,225
|
New
|
|
|
325
|
SVB Wealth
Boston,
Massachusetts
|
$354K
|
-$15K
|
-305
|
-4%
|
|
