|
326
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$446K
|
-$1.16M
|
-27,894
|
-72%
|
|
|
327
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$445K
|
+$83
|
+2
|
+0%
|
|
|
328
|
American Trust
Lexington,
Kentucky
|
$438K
|
+$5.44K
|
+131
|
+1%
|
|
|
329
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$433K
|
+$163K
|
+3,921
|
+60%
|
|
|
330
|
Kingswood Wealth Advisors
San Diego,
California
|
$430K
|
+$194K
|
+4,685
|
+83%
|
|
|
331
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$428K
|
-$763K
|
-18,378
|
-64%
|
|
|
332
|
Florin Court Capital
London,
United Kingdom
|
$424K
|
–
|
–
|
–
|
|
|
333
|
Ascent Group
Virginia Beach,
Virginia
|
$410K
|
+$101K
|
+2,424
|
+33%
|
|
|
334
|
High Net Worth Advisory Group
Naples,
Florida
|
$410K
|
–
|
–
|
–
|
|
|
335
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$408K
|
+$7.84K
|
+189
|
+2%
|
|
|
336
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$407K
|
+$498
|
+12
|
+0.1%
|
|
|
337
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$404K
|
+$50.5K
|
+1,216
|
+14%
|
|
|
338
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$401K
|
-$22.8K
|
-550
|
-5%
|
|
|
339
|
Diversify Wealth Management
Sandy,
Utah
|
$399K
|
+$37.9K
|
+912
|
+10%
|
|
|
340
|
Perennial Investment Advisors
Los Angeles,
California
|
$393K
|
+$4.61K
|
+111
|
+1%
|
|
|
341
|
Lockerman Financial Group
Newport Beach,
California
|
$392K
|
+$1.04K
|
+25
|
+0.3%
|
|
|
342
|
Accel Wealth Management
Waverly,
Iowa
|
$389K
|
+$5.64K
|
+136
|
+1%
|
|
|
343
|
Bank of Marin
Novato,
California
|
$381K
|
-$2.95K
|
-71
|
-0.8%
|
|
|
344
|
Planned Solutions
Folsom,
California
|
$380K
|
+$10.1K
|
+244
|
+3%
|
|
|
345
|
Huntleigh Advisors
St. Louis,
Missouri
|
$380K
|
+$34K
|
+818
|
+10%
|
|
|
346
|
Allworth Financial
Folsom,
California
|
$378K
|
-$37K
|
-892
|
-9%
|
|
|
347
|
Investment Planning Advisors
Cumming,
Georgia
|
$376K
|
-$24.8K
|
-597
|
-6%
|
|
|
348
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$373K
|
-$31.2K
|
-751
|
-8%
|
|
|
349
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$371K
|
+$64.5K
|
+1,555
|
+21%
|
|
|
350
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$368K
|
-$19.9K
|
-480
|
-5%
|
|
