|
276
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.67M
|
+$1.03M
|
+30,048
|
+37%
|
|
|
277
|
Novak Financial Planning
Bel Air,
Maryland
|
$3.66M
|
+$788K
|
+23,057
|
+26%
|
|
|
278
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.62M
|
+$98.9K
|
+2,894
|
+3%
|
|
|
279
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.6M
|
+$1.53M
|
+44,751
|
+68%
|
|
|
280
|
Perigon Wealth Management
San Francisco,
California
|
$3.6M
|
-$550K
|
-16,106
|
-13%
|
|
|
281
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$3.58M
|
-$1.15M
|
-33,672
|
-23%
|
|
|
282
|
IFP Advisors
Tampa,
Florida
|
$3.56M
|
-$11.8M
|
-344,340
|
-76%
|
|
|
283
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.56M
|
+$1.96M
|
+57,360
|
+110%
|
|
|
284
|
Gateway Advisory
Westfield,
New Jersey
|
$3.54M
|
+$47K
|
+1,374
|
+1%
|
|
|
285
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.53M
|
–
|
–
|
–
|
|
|
286
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$3.5M
|
+$1.13M
|
+33,077
|
+44%
|
|
|
287
|
Pathstone Family Office
Englewood,
New Jersey
|
$3.46M
|
+$125K
|
+3,646
|
+4%
|
|
|
288
|
RiverGlades Family Offices
Naples,
Florida
|
$3.42M
|
-$25K
|
-732
|
-0.7%
|
|
|
289
|
Belpointe Asset Management
Reno,
Nevada
|
$3.41M
|
-$1.65M
|
-48,309
|
-32%
|
|
|
290
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$3.41M
|
+$210K
|
+6,147
|
+6%
|
|
|
291
|
Laidlaw Wealth Management
New York City,
New York
|
$3.38M
|
+$506K
|
+14,810
|
+17%
|
|
|
292
|
Fermata Advisors
Sonoma,
California
|
$3.35M
|
+$3.54M
|
+103,532
|
New
|
|
|
293
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.34M
|
-$238K
|
-6,969
|
-6%
|
|
|
294
|
Ferris Capital
Marlborough,
Massachusetts
|
$3.33M
|
+$285K
|
+8,342
|
+9%
|
|
|
295
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.32M
|
+$1.54M
|
+45,195
|
+82%
|
|
|
296
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$3.32M
|
+$3.49M
|
+102,097
|
New
|
|
|
297
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$3.31M
|
+$101K
|
+2,968
|
+3%
|
|
|
298
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$3.26M
|
-$271K
|
-7,918
|
-7%
|
|
|
299
|
DCF Advisers
Greenwich,
Connecticut
|
$3.25M
|
–
|
–
|
–
|
|
|
300
|
Calton & Associates
Tampa,
Florida
|
$3.2M
|
+$3.36M
|
+98,455
|
New
|
|
