|
501
|
Atomi Financial Group
New York
|
$284K
|
+$284K
|
+4,726
|
New
|
|
|
502
|
My Personal CFO LLC
Vancouver,
Washington
|
$283K
|
–
|
–
|
–
|
|
|
503
|
Lido Advisors
Los Angeles,
California
|
$282K
|
-$9.93K
|
-165
|
-3%
|
|
|
504
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$279K
|
–
|
–
|
–
|
|
|
505
|
SteelPeak Wealth
Woodland Hills,
California
|
$278K
|
–
|
–
|
–
|
|
|
506
|
Financial Symmetry
Raleigh,
North Carolina
|
$277K
|
-$15.8K
|
-263
|
-5%
|
|
|
507
|
Frank Rimerman Advisors
Palo Alto,
California
|
$275K
|
-$60
|
-1
|
-0%
|
|
|
508
|
M&T Bank
Buffalo,
New York
|
$273K
|
+$273K
|
+4,543
|
New
|
|
|
509
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$268K
|
-$11.6K
|
-192
|
-4%
|
|
|
510
|
Family Investment Center
Saint Joseph,
Missouri
|
$266K
|
+$10.1K
|
+168
|
+4%
|
|
|
511
|
Focus Partners Wealth
Boston,
Massachusetts
|
$265K
|
–
|
–
|
–
|
|
|
512
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$264K
|
+$265K
|
+4,400
|
New
|
|
|
513
|
Sequent Asset Management
Houston,
Texas
|
$260K
|
–
|
–
|
–
|
|
|
514
|
Summit Wealth Partners
Orlando,
Florida
|
$257K
|
–
|
–
|
–
|
|
|
515
|
MBE Wealth Management
Tomah,
Wisconsin
|
$254K
|
+$4.88K
|
+81
|
+2%
|
|
|
516
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
517
|
Two West Capital Advisors
Overland Park,
Kansas
|
$250K
|
+$251K
|
+4,169
|
New
|
|
|
518
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$250K
|
-$14.2K
|
-236
|
-5%
|
|
|
519
|
GDS Wealth Management
Flower Mound,
Texas
|
$246K
|
+$25.7K
|
+427
|
+12%
|
|
|
520
|
Goldstein Advisors
Madison,
Wisconsin
|
$244K
|
–
|
–
|
–
|
|
|
521
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$242K
|
+$129K
|
+2,144
|
+113%
|
|
|
522
|
Silver Oak Advisory Group
Portland,
Oregon
|
$242K
|
–
|
–
|
–
|
|
|
523
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
524
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$241K
|
+$242K
|
+4,016
|
New
|
|
|
525
|
Lynch & Associates
Newburgh,
Indiana
|
$239K
|
+$239K
|
+3,973
|
New
|
|
