|
376
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$949K
|
–
|
–
|
–
|
|
|
377
|
Dudley Capital Management
Middleburg,
Virginia
|
$947K
|
+$170K
|
+6,239
|
+22%
|
|
|
378
|
Element Wealth
Ridgeland,
Mississippi
|
$944K
|
-$71.8K
|
-2,639
|
-7%
|
|
|
379
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$941K
|
-$30.3K
|
-1,115
|
-3%
|
|
|
380
|
TIAA-CREF Individual & Institutional Services
New York
|
$937K
|
-$789
|
-29
|
-0.1%
|
|
|
381
|
Simplicity Wealth
Summit,
New Jersey
|
$934K
|
+$927K
|
+34,082
|
New
|
|
|
382
|
Aspiriant LLC
Los Angeles,
California
|
$924K
|
+$18.5K
|
+681
|
+2%
|
|
|
383
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$915K
|
–
|
–
|
–
|
|
|
384
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$907K
|
-$36K
|
-1,324
|
-4%
|
|
|
385
|
Spirepoint Private Client
Vero Beach,
Florida
|
$904K
|
+$136
|
+5
|
+0%
|
|
|
386
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$903K
|
-$8.57K
|
-315
|
-0.9%
|
|
|
387
|
Climber Capital
Nyon,
Switzerland
|
$889K
|
–
|
–
|
–
|
|
|
388
|
GWN Securities
Palm Beach Gardens,
Florida
|
$887K
|
+$118K
|
+4,344
|
+15%
|
|
|
389
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$883K
|
-$10.1K
|
-370
|
-1%
|
|
|
390
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$879K
|
–
|
–
|
–
|
|
|
391
|
Beto Financial Group
Boise,
Idaho
|
$878K
|
-$3.41M
|
-125,513
|
-80%
|
|
|
392
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$876K
|
-$129K
|
-4,752
|
-13%
|
|
|
393
|
NorthRock Partners
Minneapolis,
Minnesota
|
$875K
|
-$3.45M
|
-126,880
|
-80%
|
|
|
394
|
Everpar Advisors
Tulsa,
Oklahoma
|
$869K
|
+$217K
|
+7,965
|
+34%
|
|
|
395
|
Beam Wealth Advisors
Covington,
Louisiana
|
$856K
|
+$850K
|
+31,246
|
New
|
|
|
396
|
Northern Trust
Chicago,
Illinois
|
$855K
|
-$27.1K
|
-995
|
-3%
|
|
|
397
|
Vicus Capital
State College,
Pennsylvania
|
$852K
|
+$23.5K
|
+864
|
+3%
|
|
|
398
|
American Wealth Advisors
Johns Creek,
Georgia
|
$851K
|
+$5.28K
|
+194
|
+0.6%
|
|
|
399
|
Leavell Investment Management
Mobile,
Alabama
|
$840K
|
-$19K
|
-700
|
-2%
|
|
|
400
|
Symphony Financial
Houston,
Texas
|
$837K
|
+$230K
|
+8,457
|
+39%
|
|
