|
401
|
West Family Investments
Carlsbad,
California
|
$360K
|
+$76.8K
|
+1,977
|
+29%
|
|
|
402
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$360K
|
–
|
–
|
–
|
|
|
403
|
Five Oceans Advisors
Santa Monica,
California
|
$359K
|
–
|
–
|
–
|
|
|
404
|
Fiduciary Trust
Boston,
Massachusetts
|
$359K
|
+$17.7K
|
+456
|
+5%
|
|
|
405
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$359K
|
+$85.2K
|
+2,193
|
+33%
|
|
|
406
|
GeoWealth Management
Chicago,
Illinois
|
$357K
|
+$131K
|
+3,370
|
+63%
|
|
|
407
|
Arax Advisory Partners
Denver,
Colorado
|
$357K
|
+$129K
|
+3,329
|
+62%
|
|
|
408
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$353K
|
+$23.4K
|
+602
|
+8%
|
|
|
409
|
Simmons Bank
Pine Bluff,
Arkansas
|
$353K
|
-$5.86K
|
-151
|
-2%
|
|
|
410
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$351K
|
+$14.9K
|
+384
|
+5%
|
|
|
411
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$351K
|
+$35.3K
|
+910
|
+12%
|
|
|
412
|
Trust Point Inc
La Crosse,
Wisconsin
|
$350K
|
+$81.4K
|
+2,095
|
+33%
|
|
|
413
|
Lido Advisors
Los Angeles,
California
|
$349K
|
-$12.5K
|
-322
|
-4%
|
|
|
414
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$343K
|
-$1.55K
|
-40
|
-0.5%
|
|
|
415
|
Evelyn Partners Investment Management Services
London,
|
$331K
|
–
|
–
|
–
|
|
|
416
|
Summit Global Investments
Bountiful,
Utah
|
$330K
|
-$1.75M
|
-45,158
|
-85%
|
|
|
417
|
Principal Street Partners
Memphis,
Tennessee
|
$324K
|
-$598K
|
-15,388
|
-66%
|
|
|
418
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$312K
|
+$295K
|
+7,606
|
New
|
|
|
419
|
|
$307K
|
+$291K
|
+7,484
|
New
|
|
|
420
|
Pure Financial Advisors
San Diego,
California
|
$303K
|
+$287K
|
+7,390
|
New
|
|
|
421
|
Westover Capital Advisors
Wilmington,
Delaware
|
$299K
|
–
|
–
|
–
|
|
|
422
|
Zhang Financial
Portage,
Michigan
|
$298K
|
-$48.2K
|
-1,242
|
-15%
|
|
|
423
|
Perigon Wealth Management
San Francisco,
California
|
$298K
|
-$21.9K
|
-564
|
-7%
|
|
|
424
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$297K
|
-$19.6K
|
-504
|
-7%
|
|
|
425
|
Cromwell Holdings
Jackson,
Wyoming
|
$297K
|
–
|
–
|
–
|
|
