|
326
|
ORG Wealth Partners
Dallas,
Texas
|
$225K
|
+$219K
|
+1,130
|
New
|
|
|
327
|
Millstone Evans Group
Boulder,
Colorado
|
$223K
|
–
|
–
|
–
|
|
|
328
|
Koshinski Asset Management
Decatur,
Illinois
|
$221K
|
-$9.12K
|
-47
|
-4%
|
|
|
329
|
NFP Retirement Inc
Aliso Viejo,
California
|
$219K
|
+$213K
|
+1,099
|
New
|
|
|
330
|
AssetMark Inc
Concord,
California
|
$219K
|
-$352K
|
-1,813
|
-62%
|
|
|
331
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$218K
|
–
|
–
|
–
|
|
|
332
|
|
$217K
|
–
|
–
|
–
|
|
|
333
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$217K
|
-$33.8K
|
-174
|
-14%
|
|
|
334
|
First National Corp
Rockland,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
335
|
Global Retirement Partners
San Rafael,
California
|
$214K
|
+$105K
|
+542
|
+102%
|
|
|
336
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$213K
|
–
|
–
|
–
|
|
|
337
|
Huntington National Bank
Columbus,
Ohio
|
$213K
|
–
|
–
|
–
|
|
|
338
|
Chapin Davis
Baltimore,
Maryland
|
$209K
|
+$203K
|
+1,047
|
New
|
|
|
339
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$207K
|
-$17.3K
|
-89
|
-8%
|
|
|
340
|
Quotient Wealth Partners
Dallas,
Texas
|
$206K
|
+$200K
|
+1,031
|
New
|
|
|
341
|
Maia Wealth
Denver,
Colorado
|
$204K
|
+$196K
|
+1,011
|
New
|
|
|
342
|
Opulen Financial Group
Arlington,
Virginia
|
$203K
|
+$198K
|
+1,020
|
New
|
|
|
343
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$203K
|
+$197K
|
+1,017
|
New
|
|
|
344
|
Pacific Center for Financial Services
San Ramon,
California
|
$202K
|
–
|
–
|
–
|
|
|
345
|
Founders Financial Securities
Towson,
Maryland
|
$202K
|
+$196K
|
+1,012
|
New
|
|
|
346
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$202K
|
+$196K
|
+1,011
|
New
|
|
|
347
|
Cadence Bank
Tupelo,
Mississippi
|
$201K
|
+$196K
|
+1,009
|
New
|
|
|
348
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$189K
|
–
|
–
|
–
|
|
|
349
|
Legacy Bridge
West Des Moines,
Iowa
|
$151K
|
–
|
–
|
–
|
|
|
350
|
Private Trust Company
Cleveland,
Ohio
|
$146K
|
–
|
–
|
–
|
|
