|
326
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1.05M
|
+$75.3K
|
+1,043
|
+8%
|
|
|
327
|
Whittier Trust
South Pasadena,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
328
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.03M
|
+$27.9K
|
+386
|
+3%
|
|
|
329
|
IFG Advisory
Atlanta,
Georgia
|
$990K
|
+$31.9K
|
+442
|
+3%
|
|
|
330
|
Brookstone Capital Management
Wheaton,
Illinois
|
$986K
|
+$159K
|
+2,207
|
+20%
|
|
|
331
|
Perigon Wealth Management
San Francisco,
California
|
$965K
|
-$15.5K
|
-215
|
-2%
|
|
|
332
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$959K
|
–
|
–
|
–
|
|
|
333
|
Sunbelt Securities
Houston,
Texas
|
$958K
|
+$905K
|
+12,538
|
+2,326%
|
|
|
334
|
Kingswood Wealth Advisors
San Diego,
California
|
$953K
|
-$65K
|
-900
|
-6%
|
|
|
335
|
Kera Capital Partners
San Jose,
California
|
$945K
|
–
|
–
|
–
|
|
|
336
|
IEQ Capital
Foster City,
California
|
$939K
|
+$28.5K
|
+395
|
+3%
|
|
|
337
|
Oppenheimer & Co
New York
|
$939K
|
-$132K
|
-1,832
|
-13%
|
|
|
338
|
Running Point Capital Advisors
El Segundo,
California
|
$938K
|
-$38.3K
|
-530
|
-4%
|
|
|
339
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$929K
|
+$915K
|
+12,679
|
New
|
|
|
340
|
BCS Wealth Management
Johnson City,
Tennessee
|
$917K
|
+$366K
|
+5,076
|
+68%
|
|
|
341
|
Axxcess Wealth Management
Carlsbad,
California
|
$914K
|
+$13.1K
|
+181
|
+1%
|
|
|
342
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$914K
|
+$13.1K
|
+181
|
+1%
|
|
|
343
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$914K
|
+$145K
|
+2,010
|
+19%
|
|
|
344
|
Balanced Wealth Group
Westlake,
Ohio
|
$911K
|
–
|
–
|
–
|
|
|
345
|
Brown Advisory
Baltimore,
Maryland
|
$893K
|
-$242K
|
-3,357
|
-22%
|
|
|
346
|
|
$892K
|
+$86.5K
|
+1,198
|
+11%
|
|
|
347
|
SteelPeak Wealth
Woodland Hills,
California
|
$884K
|
-$16K
|
-222
|
-2%
|
|
|
348
|
Evernest Financial Advisors
Carmel,
Indiana
|
$883K
|
–
|
–
|
–
|
|
|
349
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$882K
|
–
|
–
|
–
|
|
|
350
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$877K
|
+$613K
|
+8,499
|
+245%
|
|
