|
751
|
Trilogy Capital
Irvine,
California
|
$340K
|
+$341K
|
+3,850
|
New
|
|
|
752
|
Joel Isaacson & Co
New York
|
$339K
|
–
|
–
|
–
|
|
|
753
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$338K
|
+$60.2K
|
+679
|
+22%
|
|
|
754
|
Financial Management Professionals
Austin,
Texas
|
$337K
|
+$339K
|
+3,822
|
New
|
|
|
755
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$335K
|
–
|
–
|
–
|
|
|
756
|
Sonora Investment Management
Tucson,
Arizona
|
$334K
|
+$83.5K
|
+942
|
+33%
|
|
|
757
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$334K
|
+$335K
|
+3,779
|
New
|
|
|
758
|
Innealta Capital
Austin,
Texas
|
$332K
|
-$17.9K
|
-202
|
-5%
|
|
|
759
|
Hotaling Investment Management
Wayne,
Pennsylvania
|
$330K
|
+$332K
|
+3,741
|
New
|
|
|
760
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$329K
|
+$71.2K
|
+803
|
+27%
|
|
|
761
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$327K
|
+$1.06K
|
+12
|
+0.3%
|
|
|
762
|
Golden State Wealth Management
Santa Ana,
California
|
$325K
|
-$2.59M
|
-29,181
|
-89%
|
|
|
763
|
|
$325K
|
+$8.16K
|
+92
|
+3%
|
|
|
764
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$323K
|
+$325K
|
+3,661
|
New
|
|
|
765
|
Charles Schwab Trust
Henderson,
Nevada
|
$323K
|
+$325K
|
+3,663
|
New
|
|
|
766
|
Summit Wealth Partners
Orlando,
Florida
|
$323K
|
+$3.46K
|
+39
|
+1%
|
|
|
767
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$322K
|
-$286K
|
-3,222
|
-47%
|
|
|
768
|
Matthew Hamilton Rosenberg
|
$320K
|
–
|
–
|
–
|
|
|
769
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$320K
|
+$8.6K
|
+97
|
+3%
|
|
|
770
|
Spearhead Capital Advisors
Wellington,
Florida
|
$319K
|
-$14.9K
|
-168
|
-4%
|
|
|
771
|
Opes Wealth Management
Menlo Park,
California
|
$319K
|
+$320K
|
+3,614
|
New
|
|
|
772
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$318K
|
–
|
–
|
–
|
|
|
773
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$316K
|
-$17K
|
-192
|
-5%
|
|
|
774
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$313K
|
-$129K
|
-1,451
|
-29%
|
|
|
775
|
Planned Solutions
Folsom,
California
|
$313K
|
+$314K
|
+3,543
|
New
|
|
