|
801
|
Franklin Resources
San Mateo,
California
|
$403K
|
–
|
–
|
–
|
|
|
802
|
Soltis Investment Advisors
St. George,
Utah
|
$401K
|
+$155K
|
+2,534
|
+68%
|
|
|
803
|
Axxcess Wealth Management
Carlsbad,
California
|
$401K
|
-$1.23M
|
-20,136
|
-76%
|
|
|
804
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$401K
|
+$5.98K
|
+98
|
+2%
|
|
|
805
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$400K
|
+$83.3K
|
+1,366
|
+28%
|
|
|
806
|
Mendel Capital Management
Little Rock,
Arkansas
|
$400K
|
+$488
|
+8
|
+0.1%
|
|
|
807
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$399K
|
+$44.2K
|
+725
|
+13%
|
|
|
808
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$396K
|
+$378K
|
+6,200
|
New
|
|
|
809
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$393K
|
+$375K
|
+6,144
|
New
|
|
|
810
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$386K
|
+$63.5K
|
+1,041
|
+21%
|
|
|
811
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$385K
|
+$1.34K
|
+22
|
+0.4%
|
|
|
812
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$385K
|
–
|
–
|
–
|
|
|
813
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$385K
|
-$150K
|
-2,462
|
-29%
|
|
|
814
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$377K
|
+$359K
|
+5,890
|
New
|
|
|
815
|
PGIM Custom Harvest
Newark,
New Jersey
|
$373K
|
-$447K
|
-7,324
|
-56%
|
|
|
816
|
Lion Street Advisors
Austin,
Texas
|
$369K
|
+$352K
|
+5,768
|
New
|
|
|
817
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$368K
|
-$15.2K
|
-250
|
-4%
|
|
|
818
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$365K
|
+$79.7K
|
+1,307
|
+30%
|
|
|
819
|
Abound Financial
Granite Bay,
California
|
$365K
|
–
|
–
|
–
|
|
|
820
|
Vident Advisory
Alpharetta,
Georgia
|
$365K
|
–
|
–
|
–
|
|
|
821
|
Castle Wealth Management
West Palm Beach,
Florida
|
$361K
|
+$14.5K
|
+238
|
+4%
|
|
|
822
|
Silvercrest Asset Management
New York
|
$361K
|
-$61
|
-1
|
-0%
|
|
|
823
|
Continuum Advisory
Eagle,
Idaho
|
$360K
|
-$18.6K
|
-305
|
-5%
|
|
|
824
|
Edgestream Partners
Princeton,
New Jersey
|
$360K
|
+$141K
|
+2,315
|
+70%
|
|
|
825
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$355K
|
+$118K
|
+1,941
|
+54%
|
|
