|
326
|
Rollins Financial Advisors
New York City,
New York
|
$883K
|
-$134K
|
-2,601
|
-14%
|
|
|
327
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$875K
|
–
|
–
|
–
|
|
|
328
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$867K
|
+$45.8K
|
+890
|
+6%
|
|
|
329
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$862K
|
+$816K
|
+15,846
|
New
|
|
|
330
|
Warwick Investment Management
Bryan,
Texas
|
$859K
|
+$1.6K
|
+31
|
+0.2%
|
|
|
331
|
Advisory Services & Investments
Bend,
Oregon
|
$851K
|
-$6.18K
|
-120
|
-0.8%
|
|
|
332
|
Falcon Wealth Planning
Ontario,
California
|
$845K
|
+$51
|
+1
|
+0%
|
|
|
333
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$815K
|
-$130K
|
-2,529
|
-14%
|
|
|
334
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$811K
|
–
|
–
|
–
|
|
|
335
|
CPA Asset Management
West Palm Beach,
Florida
|
$808K
|
–
|
–
|
–
|
|
|
336
|
Waverly Advisors
Birmingham,
Alabama
|
$800K
|
+$18.4K
|
+357
|
+2%
|
|
|
337
|
Rockefeller Capital Management
New York
|
$798K
|
-$43.4K
|
-844
|
-5%
|
|
|
338
|
Capital Investment Advisors
Atlanta,
Georgia
|
$796K
|
–
|
–
|
–
|
|
|
339
|
KeyBank National Association
Cleveland,
Ohio
|
$788K
|
–
|
–
|
–
|
|
|
340
|
Olistico Wealth
Tulsa,
Oklahoma
|
$776K
|
+$463
|
+9
|
+0.1%
|
|
|
341
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$761K
|
–
|
–
|
–
|
|
|
342
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$760K
|
-$40.4K
|
-784
|
-5%
|
|
|
343
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$759K
|
-$28.5K
|
-554
|
-4%
|
|
|
344
|
Signet Financial Management
Parsippany,
New Jersey
|
$754K
|
+$285K
|
+5,538
|
+67%
|
|
|
345
|
SignatureFD
Atlanta,
Georgia
|
$732K
|
+$692K
|
+13,440
|
New
|
|
|
346
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$717K
|
-$104K
|
-2,022
|
-13%
|
|
|
347
|
Fidelity Investments
Boston,
Massachusetts
|
$713K
|
+$250K
|
+4,848
|
+59%
|
|
|
348
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$711K
|
+$115K
|
+2,232
|
+21%
|
|
|
349
|
Caprock Group
Boise,
Idaho
|
$711K
|
–
|
–
|
–
|
|
|
350
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$704K
|
–
|
–
|
–
|
|
