|
301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$583K
|
+$31.9K
|
+305
|
+5%
|
|
|
302
|
Rockbridge Investment Management
Syracuse,
New York
|
$580K
|
-$7.74K
|
-74
|
-1%
|
|
|
303
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$578K
|
–
|
–
|
–
|
|
|
304
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$573K
|
+$2.82K
|
+27
|
+0.5%
|
|
|
305
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$571K
|
+$5.23K
|
+50
|
+0.9%
|
|
|
306
|
Ameraudi Asset Management
New York
|
$567K
|
–
|
–
|
–
|
|
|
307
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$564K
|
-$167K
|
-1,596
|
-22%
|
|
|
308
|
Destination Wealth Management
Walnut Creek,
California
|
$559K
|
–
|
–
|
–
|
|
|
309
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$554K
|
–
|
–
|
–
|
|
|
310
|
Fortress Financial Solutions
Tucson,
Arizona
|
$553K
|
-$58.7K
|
-561
|
-9%
|
|
|
311
|
Pinnacle Associates
New York
|
$553K
|
+$57.5K
|
+550
|
+11%
|
|
|
312
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$550K
|
-$5.54K
|
-53
|
-0.9%
|
|
|
313
|
Quantum Financial Planning Services
Spokane,
Washington
|
$542K
|
+$627
|
+6
|
+0.1%
|
|
|
314
|
Firestone Capital Management
Coral Gables,
Florida
|
$541K
|
+$3.35K
|
+32
|
+0.6%
|
|
|
315
|
Towerpoint Wealth
Sacramento,
California
|
$540K
|
+$249K
|
+2,378
|
+76%
|
|
|
316
|
|
$538K
|
+$64.3K
|
+615
|
+13%
|
|
|
317
|
InTrack Investment Management
South Burlington,
Vermont
|
$534K
|
-$24K
|
-230
|
-4%
|
|
|
318
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$532K
|
-$257K
|
-2,459
|
-31%
|
|
|
319
|
EP Wealth Advisors
Torrance,
California
|
$531K
|
-$429K
|
-4,102
|
-43%
|
|
|
320
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$530K
|
+$270K
|
+2,584
|
+91%
|
|
|
321
|
One Capital Management
Westlake Village,
California
|
$526K
|
+$562K
|
+5,374
|
New
|
|
|
322
|
Northeast Investment Management
Boston,
Massachusetts
|
$526K
|
-$123K
|
-1,181
|
-18%
|
|
|
323
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$512K
|
-$418
|
-4
|
-0.1%
|
|
|
324
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$509K
|
–
|
–
|
–
|
|
|
325
|
Peirce Capital Management
The Woodlands,
Texas
|
$504K
|
–
|
–
|
–
|
|
