|
301
|
Client 1st Advisory Group
Dunedin,
Florida
|
$390K
|
-$94.2K
|
-910
|
-19%
|
|
|
302
|
Journey Strategic Wealth
Summit,
New Jersey
|
$388K
|
-$17K
|
-164
|
-4%
|
|
|
303
|
One Day In July LLC
Burlington,
Vermont
|
$387K
|
-$75K
|
-725
|
-16%
|
|
|
304
|
Whittier Trust
South Pasadena,
California
|
$387K
|
–
|
–
|
–
|
|
|
305
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$383K
|
+$21.9K
|
+212
|
+6%
|
|
|
306
|
J.W. Coons Advisors
Columbus,
Ohio
|
$379K
|
–
|
–
|
–
|
|
|
307
|
Essex Financial Services
Essex,
Connecticut
|
$378K
|
-$93.5K
|
-904
|
-19%
|
|
|
308
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$371K
|
-$137K
|
-1,321
|
-26%
|
|
|
309
|
FAS Wealth Partners
Leawood,
Kansas
|
$365K
|
-$72.3M
|
-698,500
|
-99%
|
|
|
310
|
EWG Elevate
Roseville,
California
|
$365K
|
+$379K
|
+3,663
|
New
|
|
|
311
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$351K
|
–
|
–
|
–
|
|
|
312
|
SigFig Wealth Management
San Francisco,
California
|
$348K
|
+$12.4K
|
+120
|
+4%
|
|
|
313
|
MMBG Investment Advisors
Miami,
Florida
|
$347K
|
–
|
–
|
–
|
|
|
314
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$343K
|
+$162K
|
+1,568
|
+84%
|
|
|
315
|
Atomi Financial Group
New York
|
$340K
|
+$354K
|
+3,420
|
New
|
|
|
316
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$335K
|
-$2.03M
|
-19,642
|
-85%
|
|
|
317
|
American Trust
Lexington,
Kentucky
|
$328K
|
+$341K
|
+3,299
|
New
|
|
|
318
|
Iams Wealth Management
Omaha,
Nebraska
|
$325K
|
+$338K
|
+3,262
|
New
|
|
|
319
|
Channel Wealth
Santa Barbara,
California
|
$320K
|
+$9K
|
+87
|
+3%
|
|
|
320
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$316K
|
+$56.9K
|
+550
|
+21%
|
|
|
321
|
Moment Partners
San Francisco,
California
|
$313K
|
+$325K
|
+3,141
|
New
|
|
|
322
|
Lane & Associates
Moorestown,
New Jersey
|
$312K
|
-$196K
|
-1,892
|
-38%
|
|
|
323
|
Private Trust Company
Cleveland,
Ohio
|
$307K
|
+$44.2K
|
+427
|
+16%
|
|
|
324
|
Congress Wealth Management
Boston,
Massachusetts
|
$303K
|
+$35.6K
|
+344
|
+13%
|
|
|
325
|
Omega Financial Group
Santa Barbara,
California
|
$299K
|
+$9K
|
+87
|
+3%
|
|
