|
501
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$274K
|
-$27.9K
|
-472
|
-10%
|
|
|
502
|
Sequent Asset Management
Houston,
Texas
|
$270K
|
+$256K
|
+4,331
|
New
|
|
|
503
|
Drive Wealth Management
Lehi,
Utah
|
$269K
|
+$498K
|
+8,419
|
New
|
|
|
504
|
Summit Wealth Partners
Orlando,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
505
|
Family Investment Center
Saint Joseph,
Missouri
|
$266K
|
+$252K
|
+4,266
|
New
|
|
|
506
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$261K
|
–
|
–
|
–
|
|
|
507
|
MBE Wealth Management
Tomah,
Wisconsin
|
$258K
|
+$4.67K
|
+79
|
+2%
|
|
|
508
|
Goldstein Advisors
Madison,
Wisconsin
|
$253K
|
–
|
–
|
–
|
|
|
509
|
Silver Oak Advisory Group
Portland,
Oregon
|
$252K
|
–
|
–
|
–
|
|
|
510
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$251K
|
+$238K
|
+4,025
|
New
|
|
|
511
|
BluePointe Capital Management
Menlo Park,
California
|
$247K
|
+$2.96K
|
+50
|
+1%
|
|
|
512
|
Coldstream Capital Management
Bellevue,
Washington
|
$246K
|
+$234K
|
+3,954
|
New
|
|
|
513
|
Stokes Family Office
New Orleans,
Louisiana
|
$245K
|
-$59.1K
|
-998
|
-20%
|
|
|
514
|
NorthRock Partners
Minneapolis,
Minnesota
|
$241K
|
+$296
|
+5
|
+0.1%
|
|
|
515
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$234K
|
+$224K
|
+3,789
|
New
|
|
|
516
|
Regions Financial Corp
Birmingham,
Alabama
|
$232K
|
–
|
–
|
–
|
|
|
517
|
Flagstar Advisors
New York
|
$231K
|
+$2.72K
|
+46
|
+1%
|
|
|
518
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$231K
|
–
|
–
|
–
|
|
|
519
|
GDS Wealth Management
Flower Mound,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
520
|
McIlrath & Eck
Arlington,
Washington
|
$227K
|
+$7.69K
|
+130
|
+4%
|
|
|
521
|
Busey Bank
Urbana,
Illinois
|
$220K
|
–
|
–
|
–
|
|
|
522
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$219K
|
–
|
–
|
–
|
|
|
523
|
PDS Planning
Dublin,
Ohio
|
$218K
|
+$355
|
+6
|
+0.2%
|
|
|
524
|
Perennial Investment Advisors
Los Angeles,
California
|
$217K
|
+$118
|
+2
|
+0.1%
|
|
|
525
|
|
$216K
|
+$93.1K
|
+1,574
|
+83%
|
|
