|
301
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.03M
|
+$5K
|
+80
|
+0.5%
|
|
|
302
|
WealthShield Partners
Cary,
North Carolina
|
$1.02M
|
-$2.92M
|
-46,788
|
-74%
|
|
|
303
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.02M
|
-$250
|
-4
|
-0%
|
|
|
304
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.01M
|
-$19.6K
|
-314
|
-2%
|
|
|
305
|
Rede Wealth
Charlottesville,
Virginia
|
$1.01M
|
-$24.4K
|
-391
|
-2%
|
|
|
306
|
Midwest Financial Group
Overland Park,
Kansas
|
$1.01M
|
+$1.01M
|
+16,191
|
New
|
|
|
307
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.01M
|
+$500
|
+8
|
+0%
|
|
|
308
|
VitalStone Financial
Shavano Park,
Texas
|
$997K
|
+$906K
|
+14,498
|
+65,900%
|
|
|
309
|
Legacy Private Trust
Neenah,
Wisconsin
|
$996K
|
-$70.7K
|
-1,131
|
-7%
|
|
|
310
|
Trilogy Capital
Irvine,
California
|
$994K
|
-$472K
|
-7,550
|
-32%
|
|
|
311
|
Ancora Advisors
Cleveland,
Ohio
|
$984K
|
-$48.2K
|
-771
|
-5%
|
|
|
312
|
Principle Wealth Partners
Madison,
Connecticut
|
$975K
|
–
|
–
|
–
|
|
|
313
|
St Louis Trust
Saint Louis,
Missouri
|
$972K
|
–
|
–
|
–
|
|
|
314
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$971K
|
-$179K
|
-2,861
|
-16%
|
|
|
315
|
Cambridge Trust
Cambridge,
Massachusetts
|
$966K
|
–
|
–
|
–
|
|
|
316
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$962K
|
+$166K
|
+2,656
|
+21%
|
|
|
317
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$962K
|
+$964K
|
+15,421
|
New
|
|
|
318
|
|
$957K
|
-$5.01M
|
-80,142
|
-84%
|
|
|
319
|
Childress Capital Advisors
Houston,
Texas
|
$949K
|
–
|
–
|
–
|
|
|
320
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$939K
|
+$4.37K
|
+70
|
+0.5%
|
|
|
321
|
KeyBank National Association
Cleveland,
Ohio
|
$936K
|
–
|
–
|
–
|
|
|
322
|
Prelude Capital Management
New York
|
$932K
|
+$933K
|
+14,937
|
New
|
|
|
323
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$905K
|
-$62K
|
-993
|
-6%
|
|
|
324
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$897K
|
-$36.7K
|
-588
|
-4%
|
|
|
325
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$890K
|
-$43.4K
|
-695
|
-5%
|
|
