|
451
|
Core Wealth Partners
Santa Rosa,
California
|
$349K
|
–
|
–
|
–
|
|
|
452
|
Atwater Malick
Lancaster,
Pennsylvania
|
$343K
|
+$3.53K
|
+35
|
+1%
|
|
|
453
|
Prospera Financial Services
Dallas,
Texas
|
$339K
|
+$37.4K
|
+371
|
+12%
|
|
|
454
|
Holistic Planning
Nacogdoches,
Texas
|
$336K
|
+$336K
|
+3,337
|
New
|
|
|
455
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$333K
|
-$3.43K
|
-34
|
-1%
|
|
|
456
|
Avidian Wealth Enterprises
Houston,
Texas
|
$332K
|
+$333K
|
+3,299
|
New
|
|
|
457
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$330K
|
+$35.6K
|
+353
|
+12%
|
|
|
458
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$330K
|
+$4.54K
|
+45
|
+1%
|
|
|
459
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$328K
|
+$329K
|
+3,265
|
New
|
|
|
460
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$328K
|
-$75.2K
|
-746
|
-19%
|
|
|
461
|
M&T Bank
Buffalo,
New York
|
$327K
|
+$4.94K
|
+49
|
+2%
|
|
|
462
|
Aurelius Family Office
Bedford,
New Hampshire
|
$325K
|
+$326K
|
+3,230
|
New
|
|
|
463
|
Vaughan David Investments
Peoria,
Illinois
|
$322K
|
–
|
–
|
–
|
|
|
464
|
Morton Community Bank
East Peoria,
Illinois
|
$322K
|
–
|
–
|
–
|
|
|
465
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$318K
|
+$319K
|
+3,165
|
New
|
|
|
466
|
SVB Wealth
Boston,
Massachusetts
|
$312K
|
+$312K
|
+3,097
|
New
|
|
|
467
|
TCFG Wealth Management
Laguna Niguel,
California
|
$311K
|
-$98.6K
|
-978
|
-24%
|
|
|
468
|
Retirement Capital Strategies
San Jose,
California
|
$308K
|
–
|
–
|
–
|
|
|
469
|
Advisornet Financial
Minnetonka,
Minnesota
|
$304K
|
+$154K
|
+1,531
|
+103%
|
|
|
470
|
Golden State Equity Partners
South Coast Metro,
California
|
$304K
|
+$15K
|
+149
|
+5%
|
|
|
471
|
Echo Wealth Management
Plymouth,
Minnesota
|
$303K
|
-$1.11K
|
-11
|
-0.4%
|
|
|
472
|
PFG Investments
Woodbury,
New York
|
$301K
|
+$15.8K
|
+157
|
+6%
|
|
|
473
|
Level Four Advisory Services
Dallas,
Texas
|
$299K
|
-$12.4K
|
-123
|
-4%
|
|
|
474
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$298K
|
-$3.93K
|
-39
|
-1%
|
|
|
475
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$297K
|
-$9.37K
|
-93
|
-3%
|
|
