|
301
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$850K
|
+$278
|
+3
|
+0%
|
|
|
302
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$843K
|
+$270K
|
+2,914
|
+48%
|
|
|
303
|
Central Trust Company
Jefferson City,
Missouri
|
$838K
|
–
|
–
|
–
|
|
|
304
|
Meitav Investment House
Bene-Beraq,
Israel
|
$834K
|
+$828K
|
+8,932
|
New
|
|
|
305
|
Castle Wealth Management
West Palm Beach,
Florida
|
$830K
|
-$78.5K
|
-847
|
-9%
|
|
|
306
|
City State Bank
Norwalk,
Iowa
|
$826K
|
+$71.4K
|
+770
|
+10%
|
|
|
307
|
Tradition Wealth Management
Edina,
Minnesota
|
$821K
|
+$29.1K
|
+314
|
+4%
|
|
|
308
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$817K
|
+$3.61K
|
+39
|
+0.5%
|
|
|
309
|
Shelton Capital Management
Denver,
Colorado
|
$806K
|
-$38.8K
|
-419
|
-5%
|
|
|
310
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$802K
|
+$4.36K
|
+47
|
+0.6%
|
|
|
311
|
Perspective Wealth Advisors
Loveland,
Colorado
|
$793K
|
-$497K
|
-5,365
|
-39%
|
|
|
312
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$792K
|
-$145K
|
-1,569
|
-16%
|
|
|
313
|
Bessemer Group
Woodbridge,
New Jersey
|
$787K
|
–
|
–
|
–
|
|
|
314
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$785K
|
–
|
–
|
–
|
|
|
315
|
Artesa Financial Group
Conroe,
Texas
|
$778K
|
+$927
|
+10
|
+0.1%
|
|
|
316
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$771K
|
+$44K
|
+475
|
+6%
|
|
|
317
|
Koshinski Asset Management
Decatur,
Illinois
|
$770K
|
-$181K
|
-1,948
|
-19%
|
|
|
318
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$767K
|
-$46.5K
|
-502
|
-6%
|
|
|
319
|
CVA Family Office
Denver,
Colorado
|
$750K
|
+$1.39K
|
+15
|
+0.2%
|
|
|
320
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$748K
|
-$208K
|
-2,246
|
-22%
|
|
|
321
|
Brown Advisory
Baltimore,
Maryland
|
$748K
|
+$2.5K
|
+27
|
+0.3%
|
|
|
322
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$735K
|
–
|
–
|
–
|
|
|
323
|
Planning Directions
Glen Mills,
Pennsylvania
|
$725K
|
+$304K
|
+3,286
|
+73%
|
|
|
324
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$725K
|
+$124K
|
+1,343
|
+21%
|
|
|
325
|
Turner Financial Group
Pace,
Florida
|
$713K
|
+$708K
|
+7,636
|
New
|
|
