|
401
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$325K
|
-$222K
|
-3,724
|
-40%
|
|
|
402
|
D.A. Davidson & Co
Great Falls,
Montana
|
$324K
|
+$95K
|
+1,594
|
+41%
|
|
|
403
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$323K
|
–
|
–
|
–
|
|
|
404
|
Rockbridge Investment Management
Syracuse,
New York
|
$311K
|
+$8.77K
|
+147
|
+3%
|
|
|
405
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$308K
|
–
|
–
|
–
|
|
|
406
|
ASB Consultores
Aventura,
Florida
|
$305K
|
+$310K
|
+5,195
|
New
|
|
|
407
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$303K
|
-$105K
|
-1,769
|
-25%
|
|
|
408
|
Independent Financial Group
San Diego,
California
|
$300K
|
-$43.6K
|
-731
|
-13%
|
|
|
409
|
Gray Wealth Management
Bangor,
Maine
|
$297K
|
+$50.7K
|
+850
|
+20%
|
|
|
410
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$295K
|
+$300K
|
+5,027
|
New
|
|
|
411
|
Drive Wealth Management
Lehi,
Utah
|
$291K
|
-$119
|
-2
|
-0%
|
|
|
412
|
Prudential Financial
Newark,
New Jersey
|
$289K
|
+$58.1K
|
+975
|
+25%
|
|
|
413
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$288K
|
–
|
–
|
–
|
|
|
414
|
Schoolcraft Capital
Boulder,
Colorado
|
$281K
|
–
|
–
|
–
|
|
|
415
|
Glenview Trust
Louisville,
Kentucky
|
$280K
|
+$285K
|
+4,780
|
New
|
|
|
416
|
Moody National Bank Trust Division
Galveston,
Texas
|
$271K
|
–
|
–
|
–
|
|
|
417
|
Clearstead Advisors
Cleveland,
Ohio
|
$270K
|
–
|
–
|
–
|
|
|
418
|
TIAA FSB
Jacksonville,
Florida
|
$268K
|
+$273K
|
+4,577
|
New
|
|
|
419
|
Focused Wealth Management
Newburgh,
New York
|
$267K
|
-$28.6K
|
-479
|
-10%
|
|
|
420
|
Prospera Financial Services
Dallas,
Texas
|
$267K
|
+$894
|
+15
|
+0.3%
|
|
|
421
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$265K
|
+$6.44K
|
+108
|
+2%
|
|
|
422
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$265K
|
-$40.1K
|
-673
|
-13%
|
|
|
423
|
CoreCap Advisors
Southfield,
Michigan
|
$263K
|
+$267K
|
+4,480
|
New
|
|
|
424
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$257K
|
–
|
–
|
–
|
|
|
425
|
Latitude Advisors
Vero Beach,
Florida
|
$256K
|
-$203K
|
-3,399
|
-44%
|
|
