|
401
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$237K
|
–
|
–
|
–
|
|
|
402
|
Solano Wealth Management
Fairfield,
California
|
$231K
|
+$226K
|
+4,577
|
New
|
|
|
403
|
CX Institutional
Auburn,
Indiana
|
$228K
|
-$1.74M
|
-35,254
|
-89%
|
|
|
404
|
First National Bank of Omaha
Omaha,
Nebraska
|
$226K
|
-$17.3K
|
-350
|
-7%
|
|
|
405
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$217K
|
+$346
|
+7
|
+0.2%
|
|
|
406
|
One Wealth Advisors
San Francisco,
California
|
$213K
|
–
|
–
|
–
|
|
|
407
|
Colony Group
Boston,
Massachusetts
|
$213K
|
-$394K
|
-7,986
|
-65%
|
|
|
408
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$213K
|
+$208K
|
+4,214
|
New
|
|
|
409
|
Mather Group
Chicago,
Illinois
|
$210K
|
+$206K
|
+4,174
|
New
|
|
|
410
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$207K
|
+$395
|
+8
|
+0.2%
|
|
|
411
|
Orin Green Financial
San Diego,
California
|
$207K
|
+$203K
|
+4,107
|
New
|
|
|
412
|
Adams Wealth Management
Logan,
Utah
|
$205K
|
+$201K
|
+4,073
|
New
|
|
|
413
|
WT Wealth Management
Scottsdale,
Arizona
|
$205K
|
+$200K
|
+4,058
|
New
|
|
|
414
|
Destination Wealth Management
Walnut Creek,
California
|
$204K
|
+$199K
|
+4,039
|
New
|
|
|
415
|
Paragon Financial Partners
Woodland Hills,
California
|
$202K
|
+$197K
|
+3,998
|
New
|
|
|
416
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$195K
|
–
|
–
|
–
|
|
|
417
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$182K
|
–
|
–
|
–
|
|
|
418
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$179K
|
+$175K
|
+3,550
|
New
|
|
|
419
|
Matrix Private Capital Group
New York
|
$179K
|
–
|
–
|
–
|
|
|
420
|
BOK Financial
Tulsa,
Oklahoma
|
$151K
|
-$890K
|
-18,032
|
-86%
|
|
|
421
|
Compass Wealth Management
Guilford,
Connecticut
|
$139K
|
-$6.42K
|
-130
|
-5%
|
|
|
422
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$127K
|
+$124K
|
+2,520
|
New
|
|
|
423
|
Aspire Private Capital
Cornelius,
North Carolina
|
$124K
|
+$19.4K
|
+393
|
+19%
|
|
|
424
|
Sunbelt Securities
Houston,
Texas
|
$124K
|
+$123K
|
+2,486
|
New
|
|
|
425
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$116K
|
-$6.07K
|
-123
|
-5%
|
|
