|
876
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$297K
|
–
|
–
|
–
|
|
|
877
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$296K
|
–
|
–
|
–
|
|
|
878
|
Peterson Wealth Advisors
Orem,
Utah
|
$295K
|
–
|
–
|
–
|
|
|
879
|
|
$295K
|
+$294K
|
+6,693
|
New
|
|
|
880
|
Kestra Private Wealth Services
Austin,
Texas
|
$295K
|
+$294K
|
+6,697
|
New
|
|
|
881
|
Hills Bank & Trust
North Liberty,
Iowa
|
$294K
|
-$75.3K
|
-1,717
|
-20%
|
|
|
882
|
Centaurus Financial
Anaheim,
California
|
$294K
|
-$14.2K
|
-324
|
-5%
|
|
|
883
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$291K
|
-$1.36M
|
-30,919
|
-82%
|
|
|
884
|
First Foundation Advisors
Irvine,
California
|
$291K
|
-$51.5K
|
-1,174
|
-15%
|
|
|
885
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$291K
|
–
|
–
|
–
|
|
|
886
|
Inverness Counsel
New York
|
$291K
|
–
|
–
|
–
|
|
|
887
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$291K
|
–
|
–
|
–
|
|
|
888
|
Pathstone Family Office
Englewood,
New Jersey
|
$291K
|
+$7.24K
|
+165
|
+3%
|
|
|
889
|
Pillar Pacific Capital Management
Pacifica,
California
|
$290K
|
-$12K
|
-273
|
-4%
|
|
|
890
|
Asset Dedication LLC
San Francisco,
California
|
$290K
|
+$233K
|
+5,311
|
+422%
|
|
|
891
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$289K
|
-$15.4K
|
-350
|
-5%
|
|
|
892
|
Capital One Financial
Mclean,
Virginia
|
$288K
|
-$32.4K
|
-738
|
-10%
|
|
|
893
|
Bahl & Gaynor
Cincinnati,
Ohio
|
$288K
|
+$8.78K
|
+200
|
+3%
|
|
|
894
|
Norris Perne & French
Grand Rapids,
Michigan
|
$288K
|
+$43.9K
|
+1,000
|
+18%
|
|
|
895
|
AJ Wealth Strategies
New York
|
$286K
|
–
|
–
|
–
|
|
|
896
|
Focus Financial Network
Minneapolis,
Minnesota
|
$285K
|
+$11.8K
|
+269
|
+4%
|
|
|
897
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$285K
|
-$4.39K
|
-100
|
-2%
|
|
|
898
|
Pure Financial Advisors
San Diego,
California
|
$284K
|
-$8.47K
|
-193
|
-3%
|
|
|
899
|
Wealth Quarterback
Toms River,
New Jersey
|
$283K
|
–
|
–
|
–
|
|
|
900
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$283K
|
+$132
|
+3
|
+0%
|
|
