|
501
|
Seven Post Investment Office
San Francisco,
California
|
$230K
|
–
|
–
|
–
|
|
|
502
|
Axxcess Wealth Management
Carlsbad,
California
|
$226K
|
-$126K
|
-1,313
|
-35%
|
|
|
503
|
Kestra Advisory Services
Austin,
Texas
|
$226K
|
+$235K
|
+2,450
|
New
|
|
|
504
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$226K
|
-$155K
|
-1,611
|
-40%
|
|
|
505
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$225K
|
+$15K
|
+156
|
+7%
|
|
|
506
|
Provident Wealth Management
Brentwood,
Tennessee
|
$223K
|
–
|
–
|
–
|
|
|
507
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$222K
|
+$33.9K
|
+353
|
+17%
|
|
|
508
|
Advisory Research
Chicago,
Illinois
|
$220K
|
+$229K
|
+2,383
|
New
|
|
|
509
|
Elk River Wealth Management
Denver,
Colorado
|
$218K
|
–
|
–
|
–
|
|
|
510
|
Highlander Partners
Dallas,
Texas
|
$218K
|
–
|
–
|
–
|
|
|
511
|
Summit Financial Strategies
Columbus,
Ohio
|
$213K
|
–
|
–
|
–
|
|
|
512
|
Eagle Strategies
New York
|
$212K
|
-$3.55K
|
-37
|
-2%
|
|
|
513
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$212K
|
–
|
–
|
–
|
|
|
514
|
|
$209K
|
+$217K
|
+2,265
|
New
|
|
|
515
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$209K
|
–
|
–
|
–
|
|
|
516
|
J2 Capital Management
Troy,
Michigan
|
$208K
|
-$3.36K
|
-35
|
-2%
|
|
|
517
|
Chesley Taft & Associates
Chicago,
Illinois
|
$205K
|
–
|
–
|
–
|
|
|
518
|
PDS Planning
Dublin,
Ohio
|
$204K
|
–
|
–
|
–
|
|
|
519
|
Maryland Capital Advisors
Chester,
Maryland
|
$197K
|
–
|
–
|
–
|
|
|
520
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$186K
|
+$1.05K
|
+11
|
+0.5%
|
|
|
521
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$184K
|
+$288
|
+3
|
+0.2%
|
|
|
522
|
SG Americas Securities
New York
|
$182K
|
-$3.38M
|
-35,196
|
-95%
|
|
|
523
|
Harbour Investments
Madison,
Wisconsin
|
$178K
|
-$78.1K
|
-814
|
-30%
|
|
|
524
|
MV Capital Management
Bethesda,
Maryland
|
$166K
|
–
|
–
|
–
|
|
|
525
|
Baker Avenue Asset Management
San Francisco,
California
|
$158K
|
–
|
–
|
–
|
|
