|
526
|
Apriem Advisors
Irvine,
California
|
$247K
|
+$228K
|
+2,290
|
New
|
|
|
527
|
One Wealth Advisors
San Francisco,
California
|
$245K
|
–
|
–
|
–
|
|
|
528
|
Balanced Wealth Group
Westlake,
Ohio
|
$243K
|
–
|
–
|
–
|
|
|
529
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$242K
|
-$1.15M
|
-11,490
|
-84%
|
|
|
530
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$238K
|
–
|
–
|
–
|
|
|
531
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$236K
|
+$219K
|
+2,192
|
New
|
|
|
532
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$236K
|
+$218K
|
+2,189
|
New
|
|
|
533
|
Prosperity Financial Group
San Ramon,
California
|
$235K
|
+$218K
|
+2,184
|
New
|
|
|
534
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$235K
|
–
|
–
|
–
|
|
|
535
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$232K
|
-$80.7K
|
-809
|
-27%
|
|
|
536
|
Level Four Advisory Services
Dallas,
Texas
|
$231K
|
+$214K
|
+2,148
|
New
|
|
|
537
|
Huntington National Bank
Columbus,
Ohio
|
$231K
|
+$168K
|
+1,689
|
+371%
|
|
|
538
|
Royal Fund Management
Lady Lake,
Florida
|
$231K
|
-$39.9K
|
-400
|
-16%
|
|
|
539
|
Truvestments Capital
Sarasota,
Florida
|
$228K
|
-$12.1K
|
-121
|
-5%
|
|
|
540
|
HB Wealth Management
Atlanta,
Georgia
|
$226K
|
+$209K
|
+2,101
|
New
|
|
|
541
|
Choreo LLC
Rockford,
Illinois
|
$226K
|
+$209K
|
+2,100
|
New
|
|
|
542
|
Impact Partnership Wealth
Marietta,
Georgia
|
$226K
|
+$209K
|
+2,097
|
New
|
|
|
543
|
Bangor Savings Bank
Bangor,
Maine
|
$225K
|
-$34.7K
|
-348
|
-14%
|
|
|
544
|
Vise Technologies
New York
|
$223K
|
+$207K
|
+2,072
|
New
|
|
|
545
|
Capstone Investment Advisors
New York
|
$222K
|
-$92.8K
|
-931
|
-31%
|
|
|
546
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$219K
|
+$203K
|
+2,033
|
New
|
|
|
547
|
|
$217K
|
+$201K
|
+2,013
|
New
|
|
|
548
|
First National Trust
Hermitage,
Pennsylvania
|
$215K
|
+$199K
|
+2,000
|
New
|
|
|
549
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$215K
|
+$199K
|
+2,000
|
New
|
|
|
550
|
NKCFO LLC
Geneva,
Illinois
|
$215K
|
-$329K
|
-3,300
|
-62%
|
|
