|
426
|
SOA Wealth Advisors
New York
|
$3.26M
|
+$102K
|
+498
|
+3%
|
|
|
427
|
Envision Financial
Brookfield,
Wisconsin
|
$3.23M
|
+$3.35M
|
+16,321
|
New
|
|
|
428
|
O'Connor Financial Group
Quincy,
Illinois
|
$3.23M
|
-$161K
|
-782
|
-5%
|
|
|
429
|
Fiduciary Financial Group
San Rafael,
California
|
$3.23M
|
+$164K
|
+798
|
+5%
|
|
|
430
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$3.22M
|
–
|
–
|
–
|
|
|
431
|
Echo45 Advisors
Walnut Creek,
California
|
$3.18M
|
+$264K
|
+1,285
|
+9%
|
|
|
432
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$3.17M
|
-$8.62K
|
-42
|
-0.3%
|
|
|
433
|
Forza Wealth Management
Sarasota,
Florida
|
$3.16M
|
–
|
–
|
–
|
|
|
434
|
WealthShield Partners
Cary,
North Carolina
|
$3.16M
|
-$333K
|
-1,624
|
-9%
|
|
|
435
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.16M
|
-$61.2K
|
-298
|
-2%
|
|
|
436
|
Community Financial Services Group
Newport,
Vermont
|
$3.14M
|
-$586K
|
-2,854
|
-15%
|
|
|
437
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3.13M
|
+$5.54K
|
+27
|
+0.2%
|
|
|
438
|
American Financial & Tax Strategies
New York
|
$3.12M
|
-$5.34K
|
-26
|
-0.2%
|
|
|
439
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$3.12M
|
-$34.3K
|
-167
|
-1%
|
|
|
440
|
Atomi Financial Group
New York
|
$3.11M
|
+$2.21M
|
+10,773
|
+218%
|
|
|
441
|
Brown Wealth Management
Naperville,
Illinois
|
$3.08M
|
+$83.3K
|
+406
|
+3%
|
|
|
442
|
Northwest Wealth Management
Spencer,
Iowa
|
$3.07M
|
-$242K
|
-1,180
|
-7%
|
|
|
443
|
Financial Engines Advisors
Santa Clara,
California
|
$3.02M
|
+$760K
|
+3,703
|
+32%
|
|
|
444
|
Geneos Wealth Management
Englewood,
Colorado
|
$3.01M
|
+$41.1K
|
+200
|
+1%
|
|
|
445
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$3M
|
+$16.2K
|
+79
|
+0.5%
|
|
|
446
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3M
|
-$4.11K
|
-20
|
-0.1%
|
|
|
447
|
Central Trust Company
Jefferson City,
Missouri
|
$3M
|
+$94.6K
|
+461
|
+3%
|
|
|
448
|
Hilltop National Bank
Casper,
Wyoming
|
$2.99M
|
+$722K
|
+3,518
|
+30%
|
|
|
449
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$2.99M
|
+$46.6K
|
+227
|
+2%
|
|
|
450
|
Diversify Wealth Management
Sandy,
Utah
|
$2.99M
|
+$18.1K
|
+88
|
+0.6%
|
|
