|
226
|
Insight Wealth Strategies
San Ramon,
California
|
$468K
|
+$2.7K
|
+104
|
+0.6%
|
|
|
227
|
Comerica Bank
Dallas,
Texas
|
$462K
|
+$160K
|
+6,150
|
+54%
|
|
|
228
|
Truist Financial
Charlotte,
North Carolina
|
$458K
|
+$160K
|
+6,160
|
+55%
|
|
|
229
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$458K
|
+$6.67K
|
+257
|
+1%
|
|
|
230
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$448K
|
+$106K
|
+4,100
|
+32%
|
|
|
231
|
Csenge Advisory Group
Clearwater,
Florida
|
$434K
|
-$37.9K
|
-1,460
|
-8%
|
|
|
232
|
Warther Private Wealth
Akron,
Ohio
|
$428K
|
–
|
–
|
–
|
|
|
233
|
Everhart Financial Group
Dublin,
Ohio
|
$425K
|
-$154K
|
-5,930
|
-27%
|
|
|
234
|
|
$423K
|
-$96K
|
-3,700
|
-19%
|
|
|
235
|
Larson Financial Group
St Louis,
Missouri
|
$421K
|
+$136K
|
+5,247
|
+49%
|
|
|
236
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$420K
|
+$56.4K
|
+2,175
|
+16%
|
|
|
237
|
Diversified
Wilmington,
Delaware
|
$418K
|
-$29.4K
|
-1,134
|
-7%
|
|
|
238
|
Diversified Enterprises
Wilmington,
Delaware
|
$418K
|
+$413K
|
+15,921
|
New
|
|
|
239
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$401K
|
–
|
–
|
–
|
|
|
240
|
Journey Strategic Wealth
Summit,
New Jersey
|
$396K
|
-$124K
|
-4,768
|
-24%
|
|
|
241
|
Platform Technology Partners
New York
|
$389K
|
+$385K
|
+14,820
|
New
|
|
|
242
|
Caldwell Trust
Venice,
Florida
|
$389K
|
-$77.8K
|
-3,000
|
-17%
|
|
|
243
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$373K
|
–
|
–
|
–
|
|
|
244
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$370K
|
+$39.6K
|
+1,525
|
+12%
|
|
|
245
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$366K
|
+$361K
|
+13,933
|
New
|
|
|
246
|
Fort Point Capital Partners
San Francisco,
California
|
$360K
|
–
|
–
|
–
|
|
|
247
|
IHT Wealth Management
Chicago,
Illinois
|
$355K
|
+$123K
|
+4,741
|
+54%
|
|
|
248
|
Concurrent Investment Advisors
Tampa,
Florida
|
$340K
|
-$17K
|
-657
|
-5%
|
|
|
249
|
Oppenheimer & Co
New York
|
$336K
|
+$28.6K
|
+1,101
|
+9%
|
|
|
250
|
Manning & Napier Advisors
Fairport,
New York
|
$333K
|
-$1.52M
|
-58,682
|
-82%
|
|
