|
351
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$1.58M
|
+$52.3K
|
+1,114
|
+4%
|
|
|
352
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.58M
|
+$403K
|
+8,595
|
+36%
|
|
|
353
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.55M
|
-$60K
|
-1,279
|
-4%
|
|
|
354
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.55M
|
+$106K
|
+2,249
|
+8%
|
|
|
355
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.54M
|
+$591K
|
+12,595
|
+65%
|
|
|
356
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.54M
|
-$21.1K
|
-450
|
-1%
|
|
|
357
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.54M
|
+$132K
|
+2,816
|
+10%
|
|
|
358
|
MKT Advisors
Escondido,
California
|
$1.53M
|
+$110K
|
+2,335
|
+8%
|
|
|
359
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.53M
|
-$47
|
-1
|
-0%
|
|
|
360
|
Avantax Advisory Services
Dallas,
Texas
|
$1.5M
|
-$152K
|
-3,238
|
-9%
|
|
|
361
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1.47M
|
-$11.7K
|
-250
|
-0.8%
|
|
|
362
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.47M
|
+$200K
|
+4,270
|
+16%
|
|
|
363
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$1.45M
|
-$798
|
-17
|
-0.1%
|
|
|
364
|
Stone Summit Wealth
Miami,
Florida
|
$1.45M
|
-$49K
|
-1,045
|
-3%
|
|
|
365
|
Perigon Wealth Management
San Francisco,
California
|
$1.45M
|
+$341K
|
+7,275
|
+32%
|
|
|
366
|
Forte Capital
Rochester,
New York
|
$1.45M
|
+$59K
|
+1,257
|
+4%
|
|
|
367
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.44M
|
–
|
–
|
–
|
|
|
368
|
Private Trust Company
Cleveland,
Ohio
|
$1.42M
|
-$280K
|
-5,976
|
-17%
|
|
|
369
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.41M
|
-$2.58K
|
-55
|
-0.2%
|
|
|
370
|
Beacon Financial Group
Dallas,
Texas
|
$1.38M
|
–
|
–
|
–
|
|
|
371
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.34M
|
-$47
|
-1
|
-0%
|
|
|
372
|
Stableford Capital II
Scottsdale,
Arizona
|
$1.34M
|
+$1.4M
|
+29,886
|
New
|
|
|
373
|
Safeguard Financial
Minocqua,
Wisconsin
|
$1.33M
|
-$107K
|
-2,273
|
-8%
|
|
|
374
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.31M
|
+$106K
|
+2,249
|
+9%
|
|
|
375
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.3M
|
-$91K
|
-1,939
|
-7%
|
|
