|
301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$593K
|
+$944
|
+9
|
+0.2%
|
|
|
302
|
InTrack Investment Management
South Burlington,
Vermont
|
$591K
|
+$91.2K
|
+869
|
+18%
|
|
|
303
|
Wealthspire Advisors (New York)
New York
|
$588K
|
–
|
–
|
–
|
|
|
304
|
Equitable Holdings
New York
|
$588K
|
-$195K
|
-1,860
|
-25%
|
|
|
305
|
Appleton Partners
Boston,
Massachusetts
|
$580K
|
-$2.62K
|
-25
|
-0.5%
|
|
|
306
|
Quantum Financial Planning Services
Spokane,
Washington
|
$580K
|
+$580K
|
+5,528
|
New
|
|
|
307
|
Firestone Capital Management
Coral Gables,
Florida
|
$576K
|
+$1.89K
|
+18
|
+0.3%
|
|
|
308
|
Sulzberger Capital Advisors
Miami,
Florida
|
$554K
|
+$554K
|
+5,281
|
New
|
|
|
309
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$549K
|
–
|
–
|
–
|
|
|
310
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$545K
|
+$546K
|
+5,200
|
New
|
|
|
311
|
Peirce Capital Management
The Woodlands,
Texas
|
$540K
|
–
|
–
|
–
|
|
|
312
|
Pinnacle Associates
New York
|
$534K
|
+$44.2K
|
+421
|
+9%
|
|
|
313
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$533K
|
-$25.7K
|
-245
|
-5%
|
|
|
314
|
Lodestar Private Asset Management
Alamo,
California
|
$531K
|
+$315
|
+3
|
+0.1%
|
|
|
315
|
Brighton Jones LLC
Seattle,
Washington
|
$528K
|
+$10.3K
|
+98
|
+2%
|
|
|
316
|
|
$526K
|
-$33.4K
|
-318
|
-6%
|
|
|
317
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$515K
|
+$1.36K
|
+13
|
+0.3%
|
|
|
318
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$513K
|
–
|
–
|
–
|
|
|
319
|
RAM Investment Partners
Bellevue,
Washington
|
$512K
|
–
|
–
|
–
|
|
|
320
|
|
$511K
|
-$41.3K
|
-394
|
-7%
|
|
|
321
|
Neuberger Berman Group
New York
|
$509K
|
+$509K
|
+4,849
|
New
|
|
|
322
|
Albion Financial Group
Salt Lake City,
Utah
|
$503K
|
+$388K
|
+3,700
|
+336%
|
|
|
323
|
TPG Financial Advisors
Portland,
Oregon
|
$502K
|
+$36.7K
|
+350
|
+8%
|
|
|
324
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$501K
|
+$15K
|
+143
|
+3%
|
|
|
325
|
PDS Planning
Dublin,
Ohio
|
$494K
|
+$9.55K
|
+91
|
+2%
|
|
