|
401
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$805K
|
+$174K
|
+7,602
|
+28%
|
|
|
402
|
Financial Sense Advisors
San Diego,
California
|
$804K
|
-$104K
|
-4,512
|
-12%
|
|
|
403
|
Raymond James Trust
St. Petersburg,
Florida
|
$800K
|
-$11.4K
|
-498
|
-1%
|
|
|
404
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$788K
|
-$6.89K
|
-300
|
-0.9%
|
|
|
405
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$786K
|
–
|
–
|
–
|
|
|
406
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$775K
|
-$2.75K
|
-120
|
-0.4%
|
|
|
407
|
Geneos Wealth Management
Englewood,
Colorado
|
$772K
|
+$127K
|
+5,544
|
+20%
|
|
|
408
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$771K
|
–
|
–
|
–
|
|
|
409
|
Plancorp LLC
Saint Louis,
Missouri
|
$770K
|
–
|
–
|
–
|
|
|
410
|
Manchester Capital Management
Manchester,
Vermont
|
$769K
|
–
|
–
|
–
|
|
|
411
|
M&T Bank
Buffalo,
New York
|
$766K
|
-$60.3K
|
-2,628
|
-7%
|
|
|
412
|
Alpha Cubed Investments
Irvine,
California
|
$762K
|
+$94.3K
|
+4,110
|
+14%
|
|
|
413
|
Edgestream Partners
Princeton,
New Jersey
|
$761K
|
-$72.7K
|
-3,168
|
-9%
|
|
|
414
|
Toews Corporation
Northfield,
New Jersey
|
$761K
|
+$91.7K
|
+3,996
|
+14%
|
|
|
415
|
Avior Wealth Management
Omaha,
Nebraska
|
$760K
|
-$104K
|
-4,530
|
-12%
|
|
|
416
|
Orser Capital Management
Southlake,
Texas
|
$751K
|
+$698K
|
+30,420
|
New
|
|
|
417
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$746K
|
+$92.1K
|
+4,014
|
+14%
|
|
|
418
|
Cordasco Financial Network
Naples,
Florida
|
$742K
|
–
|
–
|
–
|
|
|
419
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$738K
|
+$723K
|
+31,494
|
New
|
|
|
420
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$737K
|
+$721K
|
+31,428
|
New
|
|
|
421
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$726K
|
–
|
–
|
–
|
|
|
422
|
RWA Wealth Partners
Newton,
Massachusetts
|
$726K
|
+$196K
|
+8,538
|
+38%
|
|
|
423
|
Moors & Cabot
Boston,
Massachusetts
|
$724K
|
+$6.47K
|
+282
|
+0.9%
|
|
|
424
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$722K
|
+$13.4K
|
+582
|
+2%
|
|
|
425
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$722K
|
+$79.2K
|
+3,450
|
+13%
|
|
