|
276
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.3M
|
+$700K
|
+18,688
|
+117%
|
|
|
277
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$1.26M
|
-$80.8K
|
-2,158
|
-6%
|
|
|
278
|
Neumann Capital Management
Foster City,
California
|
$1.24M
|
+$43.8K
|
+1,171
|
+4%
|
|
|
279
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.24M
|
-$5.84K
|
-156
|
-0.5%
|
|
|
280
|
XY Planning Network
Bozeman,
Montana
|
$1.21M
|
+$1.21M
|
+32,385
|
New
|
|
|
281
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$1.2M
|
-$131K
|
-3,491
|
-10%
|
|
|
282
|
Vestwell Advisors
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
283
|
Sunbelt Securities
Houston,
Texas
|
$1.18M
|
-$22.7K
|
-606
|
-2%
|
|
|
284
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.18M
|
+$287K
|
+7,653
|
+32%
|
|
|
285
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1.18M
|
+$113K
|
+3,015
|
+11%
|
|
|
286
|
Moors & Cabot
Boston,
Massachusetts
|
$1.17M
|
+$94.3K
|
+2,519
|
+9%
|
|
|
287
|
TD Private Client Wealth
New York
|
$1.17M
|
+$1.11M
|
+29,574
|
+1,871%
|
|
|
288
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.16M
|
-$13.8K
|
-368
|
-1%
|
|
|
289
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.14M
|
+$493K
|
+13,170
|
+77%
|
|
|
290
|
M Holdings Securities
Portland,
Oregon
|
$1.14M
|
+$1.14M
|
+30,358
|
New
|
|
|
291
|
Millennium Management
New York
|
$1.13M
|
-$91.9K
|
-2,455
|
-7%
|
|
|
292
|
Decker Retirement Planning
Levi,
Utah
|
$1.08M
|
+$127K
|
+3,402
|
+13%
|
|
|
293
|
PFG Advisors
Phoenix,
Arizona
|
$1.08M
|
+$440K
|
+11,757
|
+69%
|
|
|
294
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$1.06M
|
+$322K
|
+8,609
|
+43%
|
|
|
295
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$1.06M
|
-$1.42K
|
-38
|
-0.1%
|
|
|
296
|
AllStreet Capital Advisors
Los Angeles,
California
|
$1.05M
|
+$1.05M
|
+28,016
|
New
|
|
|
297
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.05M
|
+$292K
|
+7,798
|
+39%
|
|
|
298
|
M&T Bank
Buffalo,
New York
|
$1.04M
|
+$89K
|
+2,378
|
+9%
|
|
|
299
|
Private Advisor Group
Morristown,
New Jersey
|
$1.01M
|
+$60.2K
|
+1,608
|
+6%
|
|
|
300
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$988K
|
+$18.8K
|
+501
|
+2%
|
|
