|
351
|
Heritage Family Offices
Scottsdale,
Arizona
|
$568K
|
–
|
–
|
–
|
|
|
352
|
Parallel Advisors
San Francisco,
California
|
$567K
|
+$51.7K
|
+575
|
+10%
|
|
|
353
|
CIBC World Market
Toronto,
Ontario, Canada
|
$565K
|
-$1.05M
|
-11,684
|
-65%
|
|
|
354
|
Safeguard Investment Advisory Group
Corona,
California
|
$565K
|
-$71.2K
|
-791
|
-11%
|
|
|
355
|
Evercore Wealth Management
New York
|
$561K
|
–
|
–
|
–
|
|
|
356
|
Firestone Capital Management
Coral Gables,
Florida
|
$560K
|
-$111K
|
-1,234
|
-17%
|
|
|
357
|
Koshinski Asset Management
Decatur,
Illinois
|
$559K
|
+$13.3K
|
+148
|
+2%
|
|
|
358
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$555K
|
-$10.3K
|
-115
|
-2%
|
|
|
359
|
HBW Advisory Services
Simi Valley,
California
|
$554K
|
+$17.9K
|
+199
|
+3%
|
|
|
360
|
American Capital Advisory
Ketchum,
Idaho
|
$553K
|
–
|
–
|
–
|
|
|
361
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$553K
|
-$23.7K
|
-263
|
-4%
|
|
|
362
|
Americana Partners
Houston,
Texas
|
$550K
|
+$6.75K
|
+75
|
+1%
|
|
|
363
|
Trevian Wealth Management
Weston,
Massachusetts
|
$549K
|
–
|
–
|
–
|
|
|
364
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$545K
|
–
|
–
|
–
|
|
|
365
|
SouthState Corp
Winter Haven,
Florida
|
$544K
|
-$25K
|
-278
|
-4%
|
|
|
366
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$544K
|
–
|
–
|
–
|
|
|
367
|
Sassicaia Capital Advisers
Jericho,
New York
|
$539K
|
+$540K
|
+6,000
|
New
|
|
|
368
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$538K
|
-$105K
|
-1,170
|
-16%
|
|
|
369
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$537K
|
-$67.9K
|
-754
|
-11%
|
|
|
370
|
Meixler Investment Management
Show Low,
Arizona
|
$537K
|
-$20K
|
-222
|
-4%
|
|
|
371
|
Garde Capital
Seattle,
Washington
|
$533K
|
–
|
–
|
–
|
|
|
372
|
OneAscent Financial Services
Birmingham,
Alabama
|
$532K
|
-$31K
|
-345
|
-5%
|
|
|
373
|
Destiny Wealth Partners
Tavares,
Florida
|
$532K
|
-$6.3K
|
-70
|
-1%
|
|
|
374
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$527K
|
–
|
–
|
–
|
|
|
375
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$526K
|
-$360
|
-4
|
-0.1%
|
|
