|
351
|
CWA Asset Management Group
Naples,
Florida
|
$386K
|
+$366K
|
+5,979
|
New
|
|
|
352
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$382K
|
+$82.5K
|
+1,348
|
+30%
|
|
|
353
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$376K
|
–
|
–
|
–
|
|
|
354
|
Truist Financial
Charlotte,
North Carolina
|
$355K
|
+$68.4K
|
+1,117
|
+25%
|
|
|
355
|
Peak Planning Group
Centennial,
Colorado
|
$350K
|
-$20.8K
|
-339
|
-6%
|
|
|
356
|
Ruedi Wealth Management
Champaign,
Illinois
|
$344K
|
+$796
|
+13
|
+0.2%
|
|
|
357
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$331K
|
+$314K
|
+5,129
|
New
|
|
|
358
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$331K
|
+$314K
|
+5,129
|
New
|
|
|
359
|
Eaton-Cambridge
Phoenix,
Arizona
|
$323K
|
-$918
|
-15
|
-0.3%
|
|
|
360
|
Willow Creek Wealth Management
Sebastopol,
California
|
$317K
|
+$48.7K
|
+796
|
+19%
|
|
|
361
|
Chris Bulman
Roseville,
California
|
$297K
|
+$282K
|
+4,605
|
New
|
|
|
362
|
Diversify Wealth Management
Sandy,
Utah
|
$288K
|
+$277K
|
+4,529
|
New
|
|
|
363
|
Cornerstone Management
Duluth,
Georgia
|
$288K
|
-$13.8K
|
-226
|
-5%
|
|
|
364
|
Squire Investment Management Company
Orem,
Utah
|
$284K
|
-$673
|
-11
|
-0.2%
|
|
|
365
|
Vista Capital Partners
Portland,
Oregon
|
$276K
|
-$15.2K
|
-249
|
-5%
|
|
|
366
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$275K
|
-$261K
|
-4,265
|
-50%
|
|
|
367
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$271K
|
–
|
–
|
–
|
|
|
368
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$252K
|
+$239K
|
+3,898
|
New
|
|
|
369
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$247K
|
+$234K
|
+3,828
|
New
|
|
|
370
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
371
|
Mainsail Asset Management
Birmingham,
Alabama
|
$240K
|
+$227K
|
+3,713
|
New
|
|
|
372
|
Angeles Wealth Management
Santa Monica,
California
|
$236K
|
+$209K
|
+3,417
|
+1,479%
|
|
|
373
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$235K
|
–
|
–
|
–
|
|
|
374
|
Avion Wealth
The Woodlands,
Texas
|
$233K
|
–
|
–
|
–
|
|
|
375
|
Atlas Brown
Louisville,
Kentucky
|
$233K
|
+$7.35K
|
+120
|
+3%
|
|
