|
351
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.79M
|
-$250K
|
-3,205
|
-13%
|
|
|
352
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.79M
|
+$721K
|
+9,251
|
+73%
|
|
|
353
|
Stockman Wealth Management
Billings,
Montana
|
$1.79M
|
+$72.4K
|
+930
|
+4%
|
|
|
354
|
Herbst Group
Westport,
Connecticut
|
$1.79M
|
-$39.3K
|
-505
|
-2%
|
|
|
355
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$1.78M
|
-$23.4K
|
-300
|
-1%
|
|
|
356
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.77M
|
+$1.4M
|
+17,998
|
+482%
|
|
|
357
|
Wellington Shields Capital Management
New York
|
$1.77M
|
+$76.5K
|
+982
|
+5%
|
|
|
358
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.77M
|
+$641K
|
+8,233
|
+61%
|
|
|
359
|
Naples Money Management
Naples,
Florida
|
$1.76M
|
+$1.68M
|
+21,600
|
New
|
|
|
360
|
Per Stirling Capital Management
Austin,
Texas
|
$1.76M
|
+$1.2M
|
+15,387
|
+251%
|
|
|
361
|
Cutler Group
San Francisco,
California
|
$1.75M
|
+$1.67M
|
+21,450
|
New
|
|
|
362
|
Roberts Wealth Advisors
Palo Alto,
California
|
$1.74M
|
-$325K
|
-4,174
|
-16%
|
|
|
363
|
MontVue Capital Management
Lynchburg,
Virginia
|
$1.71M
|
-$68.1K
|
-874
|
-4%
|
|
|
364
|
Level Four Advisory Services
Dallas,
Texas
|
$1.7M
|
–
|
–
|
–
|
|
|
365
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$1.68M
|
+$1.61M
|
+20,625
|
New
|
|
|
366
|
Boltwood Capital Management
Walnut Creek,
California
|
$1.67M
|
+$9.74K
|
+125
|
+0.6%
|
|
|
367
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.67M
|
-$2.88M
|
-36,945
|
-64%
|
|
|
368
|
Avitas Wealth Management
Los Angeles,
California
|
$1.66M
|
-$33.6K
|
-431
|
-2%
|
|
|
369
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.66M
|
-$78K
|
-1,002
|
-5%
|
|
|
370
|
Private Trust Company
Cleveland,
Ohio
|
$1.65M
|
+$252K
|
+3,241
|
+19%
|
|
|
371
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.64M
|
+$523K
|
+6,717
|
+50%
|
|
|
372
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.62M
|
-$233M
|
-2,989,196
|
-99%
|
|
|
373
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.6M
|
-$26.8K
|
-344
|
-2%
|
|
|
374
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.6M
|
+$26.5K
|
+340
|
+2%
|
|
|
375
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.59M
|
-$56.5K
|
-725
|
-4%
|
|
