|
526
|
RBA Wealth Management
Newport Beach,
California
|
$230K
|
+$2.32K
|
+46
|
+1%
|
|
|
527
|
Simplify Asset Management
Las Vegas,
Nevada
|
$227K
|
+$227K
|
+4,500
|
New
|
|
|
528
|
Weatherly Asset Management
Del Mar,
California
|
$224K
|
–
|
–
|
–
|
|
|
529
|
|
$222K
|
–
|
–
|
–
|
|
|
530
|
Continuum Advisory
Eagle,
Idaho
|
$220K
|
+$220K
|
+4,364
|
New
|
|
|
531
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$219K
|
-$52.2K
|
-1,035
|
-19%
|
|
|
532
|
Congress Wealth Management
Boston,
Massachusetts
|
$218K
|
–
|
–
|
–
|
|
|
533
|
WealthShield Partners
Cary,
North Carolina
|
$218K
|
-$151K
|
-3,000
|
-41%
|
|
|
534
|
DFPG Investments
Sandy,
Utah
|
$217K
|
-$2.33M
|
-46,232
|
-91%
|
|
|
535
|
First National Corp
Rockland,
Massachusetts
|
$215K
|
+$216K
|
+4,271
|
New
|
|
|
536
|
Williams Jones Wealth Management
New York
|
$214K
|
–
|
–
|
–
|
|
|
537
|
Level Four Advisory Services
Dallas,
Texas
|
$213K
|
-$16.2K
|
-322
|
-7%
|
|
|
538
|
Old Port Advisors
Portland,
Maine
|
$211K
|
-$14.8K
|
-293
|
-7%
|
|
|
539
|
Fortis Advisors
Wayne,
Pennsylvania
|
$208K
|
–
|
–
|
–
|
|
|
540
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$204K
|
-$488K
|
-9,666
|
-70%
|
|
|
541
|
Autumn Glory Partners
Dallas,
Texas
|
$203K
|
–
|
–
|
–
|
|
|
542
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$203K
|
+$203K
|
+4,024
|
New
|
|
|
543
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$203K
|
-$2.85M
|
-56,466
|
-93%
|
|
|
544
|
Clearview Wealth Advisors
Salem,
Oregon
|
$202K
|
–
|
–
|
–
|
|
|
545
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$202K
|
+$202K
|
+4,000
|
New
|
|
|
546
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$201K
|
-$117K
|
-2,309
|
-37%
|
|
|
547
|
Cambridge Trust
Cambridge,
Massachusetts
|
$200K
|
–
|
–
|
–
|
|
|
548
|
Family Asset Management
Charleston,
South Carolina
|
$195K
|
+$92K
|
+1,824
|
+89%
|
|
|
549
|
Ancora Advisors
Cleveland,
Ohio
|
$190K
|
+$5.4K
|
+107
|
+3%
|
|
|
550
|
Fidelity Investments
Boston,
Massachusetts
|
$182K
|
+$49.3K
|
+978
|
+37%
|
|
