|
901
|
Neville Rodie & Shaw
New York
|
$250K
|
–
|
–
|
–
|
|
|
902
|
West Michigan Advisors
Holland,
Michigan
|
$250K
|
+$10.5K
|
+629
|
+4%
|
|
|
903
|
Wealth Alliance
Mellville,
New York
|
$250K
|
-$4.68K
|
-281
|
-2%
|
|
|
904
|
Castleview Partners
Dallas,
Texas
|
$249K
|
+$252K
|
+15,122
|
New
|
|
|
905
|
Evolve Private Wealth
Los Angeles,
California
|
$249K
|
+$251K
|
+15,100
|
New
|
|
|
906
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$248K
|
-$24.1K
|
-1,445
|
-9%
|
|
|
907
|
Calamos Wealth Management
Naperville,
Illinois
|
$248K
|
+$949
|
+57
|
+0.4%
|
|
|
908
|
Clearstead Advisors
Cleveland,
Ohio
|
$248K
|
+$250K
|
+15,029
|
New
|
|
|
909
|
Stillwater Wealth Management Group
Juno Beach,
Florida
|
$247K
|
-$54.9K
|
-3,300
|
-18%
|
|
|
910
|
Rossby Financial
Melbourne,
Florida
|
$247K
|
-$49.5K
|
-2,972
|
-17%
|
|
|
911
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$247K
|
+$66.6K
|
+4,000
|
+36%
|
|
|
912
|
Financial Plan Inc
Bellingham,
Washington
|
$247K
|
+$250K
|
+15,000
|
New
|
|
|
913
|
Next Level Wealth Planning
Meridian,
Idaho
|
$247K
|
–
|
–
|
–
|
|
|
914
|
Sapient Capital
Indianapolis,
Indiana
|
$246K
|
–
|
–
|
–
|
|
|
915
|
American National Bank & Trust
Wichita Falls,
Texas
|
$245K
|
+$94.7K
|
+5,689
|
+62%
|
|
|
916
|
CFO4Life Group
Coppell,
Texas
|
$245K
|
+$3.53K
|
+212
|
+1%
|
|
|
917
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$243K
|
–
|
–
|
–
|
|
|
918
|
Greatmark Investment Partners
Columbus,
Georgia
|
$243K
|
–
|
–
|
–
|
|
|
919
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$242K
|
-$5.03K
|
-302
|
-2%
|
|
|
920
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$241K
|
–
|
–
|
–
|
|
|
921
|
Prossimo Advisors
San Luis Obispo,
California
|
$240K
|
–
|
–
|
–
|
|
|
922
|
Cura Wealth Advisors
Chicago,
Illinois
|
$239K
|
+$50.7K
|
+3,048
|
+27%
|
|
|
923
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$239K
|
–
|
–
|
–
|
|
|
924
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$239K
|
–
|
–
|
–
|
|
|
925
|
Kerr Financial Planning
Fresno,
California
|
$238K
|
+$3.96K
|
+238
|
+2%
|
|
