|
301
|
Private Trust Company
Cleveland,
Ohio
|
$386K
|
–
|
–
|
–
|
|
|
302
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$382K
|
+$85.7K
|
+1,353
|
+29%
|
|
|
303
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$373K
|
+$2.34K
|
+37
|
+0.6%
|
|
|
304
|
Paragon Financial Partners
Woodland Hills,
California
|
$370K
|
-$111K
|
-1,758
|
-23%
|
|
|
305
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$369K
|
+$1.96K
|
+31
|
+0.5%
|
|
|
306
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$368K
|
+$86.3K
|
+1,363
|
+31%
|
|
|
307
|
Farther Finance Advisors
San Francisco,
California
|
$362K
|
-$21.1K
|
-333
|
-6%
|
|
|
308
|
Westshore Wealth
Newport Beach,
California
|
$353K
|
+$354K
|
+5,583
|
New
|
|
|
309
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$350K
|
+$351K
|
+5,540
|
New
|
|
|
310
|
Meridian Financial
Holliston,
Massachusetts
|
$350K
|
+$98.5K
|
+1,556
|
+39%
|
|
|
311
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$346K
|
+$31.7K
|
+500
|
+10%
|
|
|
312
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$343K
|
+$5K
|
+79
|
+1%
|
|
|
313
|
Westover Capital Advisors
Wilmington,
Delaware
|
$342K
|
-$21.2K
|
-335
|
-6%
|
|
|
314
|
PFG Advisors
Phoenix,
Arizona
|
$339K
|
-$8.3K
|
-131
|
-2%
|
|
|
315
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$339K
|
+$340K
|
+5,368
|
New
|
|
|
316
|
Raymond James Trust
St. Petersburg,
Florida
|
$339K
|
+$117K
|
+1,841
|
+52%
|
|
|
317
|
Pasadena Private Wealth
Pasadena,
California
|
$335K
|
-$15.5K
|
-244
|
-4%
|
|
|
318
|
Crabel Capital Management
Los Angeles,
California
|
$332K
|
+$332K
|
+5,248
|
New
|
|
|
319
|
Mission Wealth Management
Santa Barbara,
California
|
$332K
|
+$332K
|
+5,248
|
New
|
|
|
320
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$327K
|
+$328K
|
+5,173
|
New
|
|
|
321
|
M&T Bank
Buffalo,
New York
|
$327K
|
–
|
–
|
–
|
|
|
322
|
Summit Wealth Group
White River Junction,
Vermont
|
$326K
|
-$19.9M
|
-314,868
|
-98%
|
|
|
323
|
Element Wealth
Ridgeland,
Mississippi
|
$320K
|
+$1.77K
|
+28
|
+0.6%
|
|
|
324
|
Signet Financial Management
Parsippany,
New Jersey
|
$318K
|
+$1.01K
|
+16
|
+0.3%
|
|
|
325
|
Proficio Capital Partners
Newton,
Massachusetts
|
$316K
|
–
|
–
|
–
|
|
