|
401
|
Pacific Center for Financial Services
San Ramon,
California
|
$831K
|
+$9.39K
|
+38
|
+1%
|
|
|
402
|
KDK Private Wealth Management
Houston,
Texas
|
$828K
|
-$87K
|
-352
|
-10%
|
|
|
403
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$828K
|
+$824K
|
+3,335
|
New
|
|
|
404
|
Financial Perspectives
Minneapolis,
Minnesota
|
$823K
|
+$494
|
+2
|
+0.1%
|
|
|
405
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$818K
|
-$191K
|
-772
|
-19%
|
|
|
406
|
Jefferies Financial Group
New York
|
$817K
|
+$30.4K
|
+123
|
+4%
|
|
|
407
|
Warner Financial
Bethesda,
Maryland
|
$812K
|
-$35.6K
|
-144
|
-4%
|
|
|
408
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$810K
|
-$8.9K
|
-36
|
-1%
|
|
|
409
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$809K
|
-$49.4K
|
-200
|
-6%
|
|
|
410
|
Vanguard Group
Malvern,
Pennsylvania
|
$803K
|
+$26.2K
|
+106
|
+3%
|
|
|
411
|
Park Avenue Securities
New York
|
$798K
|
-$505K
|
-2,045
|
-39%
|
|
|
412
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$798K
|
+$494
|
+2
|
+0.1%
|
|
|
413
|
Leavell Investment Management
Mobile,
Alabama
|
$797K
|
-$42.3K
|
-171
|
-5%
|
|
|
414
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$795K
|
–
|
–
|
–
|
|
|
415
|
Spire Wealth Management
Mclean,
Virginia
|
$794K
|
-$137K
|
-555
|
-15%
|
|
|
416
|
Disciplined Investors
Waco,
Texas
|
$792K
|
-$20K
|
-81
|
-2%
|
|
|
417
|
Ashton Thomas Securities
Rochester,
New York
|
$792K
|
-$9.39K
|
-38
|
-1%
|
|
|
418
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$791K
|
+$4.2K
|
+17
|
+0.5%
|
|
|
419
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$790K
|
–
|
–
|
–
|
|
|
420
|
Holderness Investments Company
Greensboro,
North Carolina
|
$785K
|
+$30.6K
|
+124
|
+4%
|
|
|
421
|
Kingswood Wealth Advisors
San Diego,
California
|
$785K
|
-$726K
|
-2,937
|
-48%
|
|
|
422
|
Long Island Wealth Management
Melville,
New York
|
$781K
|
-$65.7K
|
-266
|
-8%
|
|
|
423
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$774K
|
-$183K
|
-740
|
-19%
|
|
|
424
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$774K
|
-$166K
|
-672
|
-18%
|
|
|
425
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$766K
|
-$293K
|
-1,185
|
-28%
|
|
