|
401
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$285K
|
-$165K
|
-3,012
|
-36%
|
|
|
402
|
Capital Investment Advisors
Atlanta,
Georgia
|
$282K
|
+$293K
|
+5,364
|
New
|
|
|
403
|
Country Club Bank
Kansas City,
Missouri
|
$276K
|
–
|
–
|
–
|
|
|
404
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$276K
|
+$47.8K
|
+875
|
+20%
|
|
|
405
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$268K
|
–
|
–
|
–
|
|
|
406
|
Darrow Company
Needham,
Massachusetts
|
$262K
|
-$41.1K
|
-752
|
-13%
|
|
|
407
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$258K
|
-$41.9K
|
-767
|
-14%
|
|
|
408
|
Orca Investment Management
Roseburg,
Oregon
|
$257K
|
+$17.9K
|
+328
|
+7%
|
|
|
409
|
Gradient Capital Advisors
San Diego,
California
|
$257K
|
-$280K
|
-5,122
|
-51%
|
|
|
410
|
Catalyst Private Wealth
San Mateo,
California
|
$256K
|
–
|
–
|
–
|
|
|
411
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$253K
|
–
|
–
|
–
|
|
|
412
|
Wilson & Boucher Capital Management
Moraga,
California
|
$252K
|
–
|
–
|
–
|
|
|
413
|
Belpointe Asset Management
Reno,
Nevada
|
$251K
|
-$4.04K
|
-74
|
-2%
|
|
|
414
|
Focused Wealth Management
Newburgh,
New York
|
$249K
|
+$1.42K
|
+26
|
+0.6%
|
|
|
415
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$249K
|
-$24.8K
|
-454
|
-9%
|
|
|
416
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
417
|
Comerica Bank
Dallas,
Texas
|
$247K
|
+$257K
|
+4,697
|
New
|
|
|
418
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$246K
|
+$256K
|
+4,691
|
New
|
|
|
419
|
WJ Wealth Management
Glendale,
Arizona
|
$245K
|
–
|
–
|
–
|
|
|
420
|
Liberty Wealth Management
Oakland,
California
|
$245K
|
+$255K
|
+4,662
|
New
|
|
|
421
|
Donaldson Capital Management
Evansville,
Indiana
|
$232K
|
-$13.3K
|
-243
|
-5%
|
|
|
422
|
First National Bank of Omaha
Omaha,
Nebraska
|
$232K
|
-$4.1K
|
-75
|
-2%
|
|
|
423
|
Glassman Wealth Services
Vienna,
Virginia
|
$231K
|
–
|
–
|
–
|
|
|
424
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$224K
|
–
|
–
|
–
|
|
|
425
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$223K
|
-$6.56K
|
-120
|
-3%
|
|
