|
326
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.13M
|
+$169K
|
+597
|
+9%
|
|
|
327
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.13M
|
-$983K
|
-3,479
|
-31%
|
|
|
328
|
BTC Capital Management
Des Moines,
Iowa
|
$2.13M
|
+$7.63K
|
+27
|
+0.4%
|
|
|
329
|
Creekside Partners
Petaluma,
California
|
$2.13M
|
+$2.26K
|
+8
|
+0.1%
|
|
|
330
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.12M
|
+$2.14M
|
+7,583
|
New
|
|
|
331
|
Argent Trust Co
Nashville,
Tennessee
|
$2.12M
|
+$5.65K
|
+20
|
+0.3%
|
|
|
332
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.11M
|
+$57.9K
|
+205
|
+3%
|
|
|
333
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.11M
|
+$67.6K
|
+239
|
+3%
|
|
|
334
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.1M
|
+$9.04K
|
+32
|
+0.4%
|
|
|
335
|
Dentgroup
Baton Rouge,
Louisiana
|
$2.1M
|
-$283
|
-1
|
-0%
|
|
|
336
|
Richardson Financial Services
Medway,
Massachusetts
|
$2.07M
|
+$6.78K
|
+24
|
+0.3%
|
|
|
337
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.07M
|
-$24.6K
|
-87
|
-1%
|
|
|
338
|
Wealthedge Investment Advisors
New York
|
$2.07M
|
+$2.08M
|
+7,376
|
New
|
|
|
339
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.01M
|
-$97K
|
-343
|
-5%
|
|
|
340
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.99M
|
+$49.7K
|
+176
|
+3%
|
|
|
341
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.98M
|
-$42.4K
|
-150
|
-2%
|
|
|
342
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$1.97M
|
-$297K
|
-1,052
|
-13%
|
|
|
343
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.97M
|
+$411K
|
+1,454
|
+26%
|
|
|
344
|
Whittier Trust
South Pasadena,
California
|
$1.97M
|
+$713K
|
+2,521
|
+56%
|
|
|
345
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.96M
|
+$924K
|
+3,269
|
+88%
|
|
|
346
|
MAI Capital Management
Independence,
Ohio
|
$1.96M
|
+$330K
|
+1,169
|
+20%
|
|
|
347
|
BOK Financial
Tulsa,
Oklahoma
|
$1.96M
|
+$148K
|
+525
|
+8%
|
|
|
348
|
Valley Wealth Managers
Paramus,
New Jersey
|
$1.96M
|
-$169K
|
-598
|
-8%
|
|
|
349
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$1.96M
|
–
|
–
|
–
|
|
|
350
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.95M
|
+$119K
|
+420
|
+6%
|
|
