|
201
|
Evanson Asset Management
Carmel,
California
|
$438K
|
–
|
–
|
–
|
|
|
202
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$428K
|
+$27.9K
|
+678
|
+7%
|
|
|
203
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$426K
|
-$33.9K
|
-824
|
-8%
|
|
|
204
|
Kestra Investment Management
Austin,
Texas
|
$426K
|
+$418K
|
+10,145
|
New
|
|
|
205
|
Valued Retirements
Houston,
Texas
|
$422K
|
–
|
–
|
–
|
|
|
206
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$422K
|
–
|
–
|
–
|
|
|
207
|
J.W. Cole Advisors
Tampa,
Florida
|
$418K
|
-$20.5K
|
-497
|
-5%
|
|
|
208
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$401K
|
+$1.03K
|
+25
|
+0.3%
|
|
|
209
|
Wealthspire Advisors (New York)
New York
|
$395K
|
+$387K
|
+9,407
|
New
|
|
|
210
|
CFO4Life Group
Coppell,
Texas
|
$390K
|
–
|
–
|
–
|
|
|
211
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$390K
|
+$13.5K
|
+327
|
+4%
|
|
|
212
|
Mercer Global Advisors
Denver,
Colorado
|
$385K
|
+$12.7K
|
+308
|
+3%
|
|
|
213
|
Traveka Wealth
Los Altos,
California
|
$381K
|
-$123K
|
-2,976
|
-25%
|
|
|
214
|
Choreo LLC
Rockford,
Illinois
|
$380K
|
–
|
–
|
–
|
|
|
215
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$378K
|
+$371K
|
+9,000
|
New
|
|
|
216
|
Security Financial Services
Fort Wayne,
Indiana
|
$376K
|
-$3.84M
|
-93,233
|
-91%
|
|
|
217
|
Raymond James Trust
St. Petersburg,
Florida
|
$368K
|
+$126K
|
+3,069
|
+54%
|
|
|
218
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$366K
|
–
|
–
|
–
|
|
|
219
|
Garde Capital
Seattle,
Washington
|
$366K
|
–
|
–
|
–
|
|
|
220
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$355K
|
-$2.6K
|
-63
|
-0.7%
|
|
|
221
|
Curi RMB Capital
Chicago,
Illinois
|
$355K
|
–
|
–
|
–
|
|
|
222
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$354K
|
+$347K
|
+8,423
|
New
|
|
|
223
|
Avior Wealth Management
Omaha,
Nebraska
|
$352K
|
-$285K
|
-6,926
|
-45%
|
|
|
224
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$342K
|
–
|
–
|
–
|
|
|
225
|
Calton & Associates
Tampa,
Florida
|
$339K
|
-$135K
|
-3,282
|
-29%
|
|
