|
801
|
Evercore Wealth Management
New York
|
$352K
|
–
|
–
|
–
|
|
|
802
|
Marotta Asset Management
Charlottesville,
Virginia
|
$352K
|
–
|
–
|
–
|
|
|
803
|
Angeles Wealth Management
Santa Monica,
California
|
$349K
|
–
|
–
|
–
|
|
|
804
|
PGIM Custom Harvest
Newark,
New Jersey
|
$346K
|
–
|
–
|
–
|
|
|
805
|
BWM Planning
The Woodlands,
Texas
|
$342K
|
+$16.2K
|
+460
|
+5%
|
|
|
806
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$341K
|
-$187K
|
-5,322
|
-35%
|
|
|
807
|
Kingswood Wealth Advisors
San Diego,
California
|
$340K
|
+$346K
|
+9,820
|
New
|
|
|
808
|
Significant Wealth Partners
Cary,
Illinois
|
$338K
|
–
|
–
|
–
|
|
|
809
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$337K
|
–
|
–
|
–
|
|
|
810
|
Iams Wealth Management
Omaha,
Nebraska
|
$334K
|
–
|
–
|
–
|
|
|
811
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$333K
|
–
|
–
|
–
|
|
|
812
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$329K
|
+$335K
|
+9,525
|
New
|
|
|
813
|
WR Wealth Planners
Columbia,
Missouri
|
$329K
|
-$46.3K
|
-1,314
|
-12%
|
|
|
814
|
Wallace Advisory Group
Lafayette,
California
|
$328K
|
+$916
|
+26
|
+0.3%
|
|
|
815
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$327K
|
–
|
–
|
–
|
|
|
816
|
Von Berge Wealth Management Group
San Diego,
California
|
$326K
|
+$1.76K
|
+50
|
+0.6%
|
|
|
817
|
McBroom & Associates
Las Vegas,
Nevada
|
$325K
|
–
|
–
|
–
|
|
|
818
|
Matisse Capital
Portland,
Oregon
|
$324K
|
+$951
|
+27
|
+0.3%
|
|
|
819
|
Summit Financial Strategies
Columbus,
Ohio
|
$323K
|
–
|
–
|
–
|
|
|
820
|
E&G Advisors
Houston,
Texas
|
$322K
|
–
|
–
|
–
|
|
|
821
|
Spire Wealth Management
Mclean,
Virginia
|
$322K
|
–
|
–
|
–
|
|
|
822
|
Fielder Capital Group
Nashville,
Tennessee
|
$322K
|
–
|
–
|
–
|
|
|
823
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$321K
|
–
|
–
|
–
|
|
|
824
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$321K
|
–
|
–
|
–
|
|
|
825
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$319K
|
+$325K
|
+9,232
|
New
|
|
