|
276
|
Bank of New York Mellon
New York
|
$605K
|
+$142K
|
+1,374
|
+29%
|
|
|
277
|
Farther Finance Advisors
San Francisco,
California
|
$603K
|
-$99K
|
-956
|
-14%
|
|
|
278
|
Kane Investment Management
Los Gatos,
California
|
$589K
|
+$619K
|
+5,982
|
New
|
|
|
279
|
Bank of Marin
Novato,
California
|
$586K
|
–
|
–
|
–
|
|
|
280
|
Perigon Wealth Management
San Francisco,
California
|
$571K
|
+$137K
|
+1,320
|
+31%
|
|
|
281
|
Advisory Alpha
Holland,
Michigan
|
$566K
|
-$1.55K
|
-15
|
-0.3%
|
|
|
282
|
Concurrent Investment Advisors
Tampa,
Florida
|
$565K
|
+$594K
|
+5,742
|
New
|
|
|
283
|
AE Wealth Management
Topeka,
Kansas
|
$560K
|
-$42.2K
|
-408
|
-7%
|
|
|
284
|
Golden State Wealth Management
Santa Ana,
California
|
$555K
|
+$583K
|
+5,631
|
New
|
|
|
285
|
Fortis Group Advisors
Westwood,
New Jersey
|
$550K
|
-$176K
|
-1,703
|
-23%
|
|
|
286
|
Investmark Advisory Group
Shelton,
Connecticut
|
$539K
|
–
|
–
|
–
|
|
|
287
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$526K
|
+$503K
|
+4,859
|
New
|
|
|
288
|
Compass Financial Services
West Des Moines,
Iowa
|
$523K
|
+$550K
|
+5,309
|
New
|
|
|
289
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$518K
|
+$27.1K
|
+262
|
+5%
|
|
|
290
|
Solutions 4 Wealth
Southlake,
Texas
|
$516K
|
-$10.2K
|
-99
|
-2%
|
|
|
291
|
Keystone Wealth Services
Palm Desert,
California
|
$484K
|
-$850K
|
-8,214
|
-63%
|
|
|
292
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$469K
|
+$237K
|
+2,291
|
+93%
|
|
|
293
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$463K
|
+$221K
|
+2,139
|
+84%
|
|
|
294
|
NWAM LLC
Mercer Island,
Washington
|
$447K
|
+$140K
|
+1,352
|
+42%
|
|
|
295
|
Hancock Whitney
Gulfport,
Mississippi
|
$444K
|
–
|
–
|
–
|
|
|
296
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$441K
|
-$932
|
-9
|
-0.2%
|
|
|
297
|
Crew Capital Management
Cincinnati,
Ohio
|
$431K
|
+$454K
|
+4,381
|
New
|
|
|
298
|
Park Avenue Securities
New York
|
$430K
|
+$452K
|
+4,367
|
New
|
|
|
299
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$425K
|
-$382K
|
-3,694
|
-46%
|
|
|
300
|
HRC Wealth Management
Moscow,
Idaho
|
$423K
|
+$45.5K
|
+439
|
+11%
|
|
