|
526
|
Personal CFO Solutions
Chester,
New Jersey
|
$290K
|
+$8.27K
|
+114
|
+3%
|
|
|
527
|
Oppenheimer & Co
New York
|
$290K
|
+$50.8K
|
+700
|
+21%
|
|
|
528
|
One Wealth Advisors
San Francisco,
California
|
$285K
|
+$10.6K
|
+146
|
+4%
|
|
|
529
|
Lockerman Financial Group
Newport Beach,
California
|
$284K
|
–
|
–
|
–
|
|
|
530
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$282K
|
+$16K
|
+221
|
+6%
|
|
|
531
|
MTM Investment Management
Spartanburg,
South Carolina
|
$280K
|
-$200K
|
-2,759
|
-41%
|
|
|
532
|
Venture Visionary Partners
Sylvania,
Ohio
|
$279K
|
+$290
|
+4
|
+0.1%
|
|
|
533
|
Sequoia Financial Advisors
Akron,
Ohio
|
$279K
|
+$12.3K
|
+169
|
+4%
|
|
|
534
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$278K
|
-$111K
|
-1,525
|
-28%
|
|
|
535
|
Los Angeles Capital Management
Los Angeles,
California
|
$277K
|
+$34.5K
|
+475
|
+14%
|
|
|
536
|
Janiczek Wealth Management
Denver,
Colorado
|
$275K
|
+$31.3K
|
+431
|
+13%
|
|
|
537
|
Stonegate Investment Group
Birmingham,
Alabama
|
$272K
|
–
|
–
|
–
|
|
|
538
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$266K
|
+$1.38K
|
+19
|
+0.5%
|
|
|
539
|
Washington Trust
Westerly,
Rhode Island
|
$266K
|
–
|
–
|
–
|
|
|
540
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$265K
|
–
|
–
|
–
|
|
|
541
|
Summit Trail Advisors
New York
|
$264K
|
+$30K
|
+414
|
+13%
|
|
|
542
|
Avior Wealth Management
Omaha,
Nebraska
|
$264K
|
–
|
–
|
–
|
|
|
543
|
Impact Partnership Wealth
Marietta,
Georgia
|
$262K
|
+$265K
|
+3,651
|
+8,693%
|
|
|
544
|
Angeles Investment Advisors
Santa Monica,
California
|
$262K
|
-$19.5K
|
-269
|
-7%
|
|
|
545
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$261K
|
–
|
–
|
–
|
|
|
546
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$260K
|
+$266K
|
+3,670
|
New
|
|
|
547
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$260K
|
+$266K
|
+3,663
|
New
|
|
|
548
|
Trust Asset Management
Houston,
Texas
|
$259K
|
–
|
–
|
–
|
|
|
549
|
Naviter Wealth
Little Rock,
Arkansas
|
$256K
|
-$4.5K
|
-62
|
-2%
|
|
|
550
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
$255K
|
-$9.07K
|
-125
|
-3%
|
|
