|
326
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$464K
|
-$118K
|
-1,925
|
-20%
|
|
|
327
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$463K
|
-$768K
|
-12,495
|
-62%
|
|
|
328
|
Burney Company
Reston,
Virginia
|
$453K
|
+$134K
|
+2,175
|
+42%
|
|
|
329
|
Grace Capital
Quincy,
Massachusetts
|
$448K
|
+$449K
|
+7,300
|
New
|
|
|
330
|
EPG Wealth Management
Atlanta,
Georgia
|
$445K
|
+$446K
|
+7,248
|
New
|
|
|
331
|
Matisse Capital
Portland,
Oregon
|
$442K
|
+$443K
|
+7,200
|
New
|
|
|
332
|
Retirement Capital Strategies
San Jose,
California
|
$440K
|
-$4.68M
|
-76,170
|
-91%
|
|
|
333
|
Pacific Financial Group
Bellevue,
Washington
|
$437K
|
+$54.6K
|
+888
|
+14%
|
|
|
334
|
Advisors Asset Management
Monument,
Colorado
|
$437K
|
+$98.2K
|
+1,598
|
+29%
|
|
|
335
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$434K
|
+$200K
|
+3,250
|
+85%
|
|
|
336
|
Charles Schwab Trust
Henderson,
Nevada
|
$430K
|
+$78.3K
|
+1,273
|
+22%
|
|
|
337
|
Freedom Investment Management
Hartford,
Connecticut
|
$421K
|
+$22K
|
+358
|
+6%
|
|
|
338
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$419K
|
-$919K
|
-14,952
|
-69%
|
|
|
339
|
CWA Asset Management Group
Naples,
Florida
|
$418K
|
-$30.7K
|
-500
|
-7%
|
|
|
340
|
Legacy Bridge
West Des Moines,
Iowa
|
$418K
|
–
|
–
|
–
|
|
|
341
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$410K
|
+$40K
|
+650
|
+11%
|
|
|
342
|
Wedbush Securities
Los Angeles,
California
|
$406K
|
-$591K
|
-9,622
|
-59%
|
|
|
343
|
Montecito Bank & Trust
Santa Barbara,
California
|
$405K
|
-$92.2K
|
-1,500
|
-19%
|
|
|
344
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$404K
|
–
|
–
|
–
|
|
|
345
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$403K
|
-$18.3K
|
-298
|
-4%
|
|
|
346
|
LGL Partners
Philadelphia,
Pennsylvania
|
$397K
|
+$307
|
+5
|
+0.1%
|
|
|
347
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$396K
|
–
|
–
|
–
|
|
|
348
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$396K
|
+$123
|
+2
|
+0%
|
|
|
349
|
NWAM LLC
Mercer Island,
Washington
|
$389K
|
+$390K
|
+6,342
|
New
|
|
|
350
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$387K
|
–
|
–
|
–
|
|
