|
851
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$545K
|
-$203K
|
-2,222
|
-27%
|
|
|
852
|
Rede Wealth
Charlottesville,
Virginia
|
$543K
|
-$46.1K
|
-503
|
-8%
|
|
|
853
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$540K
|
-$1.79M
|
-19,500
|
-77%
|
|
|
854
|
Joel Isaacson & Co
New York
|
$540K
|
+$5.5K
|
+60
|
+1%
|
|
|
855
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$538K
|
+$537K
|
+5,867
|
New
|
|
|
856
|
Hobart Private Capital
Charlotte,
North Carolina
|
$538K
|
+$537K
|
+5,860
|
New
|
|
|
857
|
Prospera Financial Services
Dallas,
Texas
|
$535K
|
+$107K
|
+1,164
|
+25%
|
|
|
858
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$535K
|
+$534K
|
+5,828
|
New
|
|
|
859
|
Ceera Investments
Bellaire,
Texas
|
$533K
|
-$754K
|
-8,233
|
-59%
|
|
|
860
|
Weaver Consulting Group
Huntington Beach,
California
|
$532K
|
+$6.04K
|
+66
|
+1%
|
|
|
861
|
Sentinus LLC
Oak Brook,
Illinois
|
$531K
|
-$299K
|
-3,269
|
-36%
|
|
|
862
|
Auxano Advisors
Bellevue,
Washington
|
$530K
|
+$319K
|
+3,486
|
+152%
|
|
|
863
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$526K
|
-$72.1K
|
-787
|
-12%
|
|
|
864
|
Sepio Capital
Salt Lake City,
Utah
|
$523K
|
+$3.11K
|
+34
|
+0.6%
|
|
|
865
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$517K
|
+$488K
|
+5,329
|
+1,747%
|
|
|
866
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$512K
|
+$512K
|
+5,587
|
New
|
|
|
867
|
Rothschild Investment LLC
Chicago,
Illinois
|
$512K
|
-$17.8K
|
-194
|
-3%
|
|
|
868
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$511K
|
+$132K
|
+1,437
|
+35%
|
|
|
869
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$508K
|
+$1.1K
|
+12
|
+0.2%
|
|
|
870
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$504K
|
+$3.11K
|
+34
|
+0.6%
|
|
|
871
|
M&T Bank
Buffalo,
New York
|
$503K
|
-$146K
|
-1,591
|
-22%
|
|
|
872
|
Kestra Investment Management
Austin,
Texas
|
$502K
|
+$22.8K
|
+249
|
+5%
|
|
|
873
|
Oak Family Advisors
Chicago,
Illinois
|
$501K
|
+$501K
|
+5,466
|
New
|
|
|
874
|
MAS Advisors
Miami,
Florida
|
$501K
|
+$131K
|
+1,430
|
+35%
|
|
|
875
|
Schusterman Interests
Tulsa,
Oklahoma
|
$501K
|
–
|
–
|
–
|
|
