|
851
|
Charles Schwab Trust
Henderson,
Nevada
|
$323K
|
–
|
–
|
–
|
|
|
852
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$322K
|
-$6.95K
|
-79
|
-2%
|
|
|
853
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$321K
|
+$59.3K
|
+674
|
+23%
|
|
|
854
|
Matthew Hamilton Rosenberg
|
$320K
|
–
|
–
|
–
|
|
|
855
|
FLC Capital Advisors
Palm Desert,
California
|
$315K
|
-$29.9K
|
-340
|
-9%
|
|
|
856
|
Golden State Wealth Management
Santa Ana,
California
|
$315K
|
-$9.86K
|
-112
|
-3%
|
|
|
857
|
Creative Financial Designs
Kokomo,
Indiana
|
$315K
|
+$16.8K
|
+191
|
+6%
|
|
|
858
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$314K
|
+$313K
|
+3,561
|
New
|
|
|
859
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$312K
|
-$118K
|
-1,340
|
-27%
|
|
|
860
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$312K
|
-$86.8K
|
-986
|
-22%
|
|
|
861
|
Berry Group
Worcester,
Massachusetts
|
$312K
|
+$16.9K
|
+192
|
+6%
|
|
|
862
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$312K
|
+$311K
|
+3,533
|
New
|
|
|
863
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$311K
|
-$43.3K
|
-492
|
-12%
|
|
|
864
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$311K
|
-$8.45K
|
-96
|
-3%
|
|
|
865
|
Intellectus Partners
San Francisco,
California
|
$310K
|
-$220K
|
-2,500
|
-42%
|
|
|
866
|
Verity Asset Management
Durham,
North Carolina
|
$303K
|
-$3.34M
|
-37,971
|
-92%
|
|
|
867
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$302K
|
+$301K
|
+3,421
|
New
|
|
|
868
|
Icon Wealth Partners
Houston,
Texas
|
$297K
|
-$13.2K
|
-150
|
-4%
|
|
|
869
|
Howe & Rusling
Rochester,
New York
|
$296K
|
-$195K
|
-2,216
|
-40%
|
|
|
870
|
MGO One Seven
Beachwood,
Ohio
|
$296K
|
-$13.9K
|
-158
|
-4%
|
|
|
871
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$296K
|
–
|
–
|
–
|
|
|
872
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$293K
|
–
|
–
|
–
|
|
|
873
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$293K
|
–
|
–
|
–
|
|
|
874
|
Kaizen Financial Strategies
Campbell,
California
|
$290K
|
+$289K
|
+3,287
|
New
|
|
|
875
|
McRae Capital Management
Morristown,
New Jersey
|
$288K
|
+$287K
|
+3,262
|
New
|
|
