|
801
|
Global Assets Advisory
Orlando,
Florida
|
$581K
|
+$554K
|
+1,109
|
New
|
|
|
802
|
Shrier Wealth Management
Los Angeles,
California
|
$580K
|
-$29K
|
-58
|
-5%
|
|
|
803
|
Enzi Wealth
Austin,
Texas
|
$578K
|
-$4K
|
-8
|
-0.7%
|
|
|
804
|
Russell Investments Group
London,
United Kingdom
|
$577K
|
-$31.5K
|
-63
|
-5%
|
|
|
805
|
Choate Investment Advisors
Boston,
Massachusetts
|
$575K
|
–
|
–
|
–
|
|
|
806
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$575K
|
+$999
|
+2
|
+0.2%
|
|
|
807
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$574K
|
-$11.5K
|
-23
|
-2%
|
|
|
808
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$573K
|
–
|
–
|
–
|
|
|
809
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$567K
|
+$154K
|
+308
|
+40%
|
|
|
810
|
Warner Financial
Bethesda,
Maryland
|
$566K
|
+$499
|
+1
|
+0.1%
|
|
|
811
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$565K
|
–
|
–
|
–
|
|
|
812
|
Athena Investment Management
Orinda,
California
|
$563K
|
–
|
–
|
–
|
|
|
813
|
Meeder Advisory Services
Dublin,
Ohio
|
$562K
|
-$43.4K
|
-87
|
-7%
|
|
|
814
|
Smith Asset Management
Chiefland,
Florida
|
$562K
|
+$537K
|
+1,075
|
New
|
|
|
815
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$561K
|
–
|
–
|
–
|
|
|
816
|
Samalin Investment Counsel
Chappaqua,
New York
|
$556K
|
+$141K
|
+283
|
+36%
|
|
|
817
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$555K
|
+$34.5K
|
+69
|
+7%
|
|
|
818
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$552K
|
+$528K
|
+1,057
|
New
|
|
|
819
|
Madison Wealth Partners
Madison,
Wisconsin
|
$551K
|
+$527K
|
+1,055
|
New
|
|
|
820
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$550K
|
–
|
–
|
–
|
|
|
821
|
Sand Hill Global Advisors
Palo Alto,
California
|
$549K
|
–
|
–
|
–
|
|
|
822
|
Rosenblum Silverman Sutton
San Francisco,
California
|
$545K
|
-$5.99K
|
-12
|
-1%
|
|
|
823
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$544K
|
-$5.99K
|
-12
|
-1%
|
|
|
824
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$542K
|
-$50.9K
|
-102
|
-9%
|
|
|
825
|
Latitude Advisors
Vero Beach,
Florida
|
$541K
|
-$710K
|
-1,421
|
-58%
|
|
