|
226
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$732K
|
–
|
–
|
–
|
|
|
227
|
Concurrent Investment Advisors
Tampa,
Florida
|
$729K
|
+$86.9K
|
+1,399
|
+13%
|
|
|
228
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$720K
|
-$15.8K
|
-255
|
-2%
|
|
|
229
|
WESPAC Advisors
Orinda,
California
|
$718K
|
-$252K
|
-4,064
|
-25%
|
|
|
230
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$716K
|
+$501K
|
+8,065
|
+211%
|
|
|
231
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$715K
|
+$62
|
+1
|
+0%
|
|
|
232
|
Wealthfront Advisers
Palo Alto,
California
|
$714K
|
+$124K
|
+2,002
|
+20%
|
|
|
233
|
Sovran Advisors
San Diego,
California
|
$709K
|
-$106K
|
-1,708
|
-12%
|
|
|
234
|
International Assets Investment Management
Orlando,
Florida
|
$701K
|
-$67K
|
-1,079
|
-8%
|
|
|
235
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$695K
|
+$62
|
+1
|
+0%
|
|
|
236
|
Watchman Group
Plano,
Texas
|
$694K
|
–
|
–
|
–
|
|
|
237
|
Tradewinds LLC
Raleigh,
North Carolina
|
$693K
|
-$693K
|
-11,151
|
-49%
|
|
|
238
|
LRI Investments
Palm Beach Gardens,
Florida
|
$686K
|
–
|
–
|
–
|
|
|
239
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$682K
|
-$2.05K
|
-33
|
-0.3%
|
|
|
240
|
First Wilshire Securities Management
Pasadena,
California
|
$680K
|
-$62.1K
|
-1,000
|
-8%
|
|
|
241
|
D.A. Davidson & Co
Great Falls,
Montana
|
$675K
|
+$18.7K
|
+301
|
+3%
|
|
|
242
|
Spire Wealth Management
Mclean,
Virginia
|
$669K
|
-$55K
|
-886
|
-7%
|
|
|
243
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$664K
|
-$4.1K
|
-66
|
-0.6%
|
|
|
244
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$654K
|
+$675K
|
+10,863
|
New
|
|
|
245
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$632K
|
+$300K
|
+4,826
|
+85%
|
|
|
246
|
Balance Wealth
Delaware,
Ohio
|
$611K
|
+$631K
|
+10,155
|
New
|
|
|
247
|
Comerica Bank
Dallas,
Texas
|
$607K
|
+$108K
|
+1,732
|
+21%
|
|
|
248
|
Phraction Management
Colchester,
Connecticut
|
$603K
|
–
|
–
|
–
|
|
|
249
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$603K
|
–
|
–
|
–
|
|
|
250
|
Bramshill Investments
Naples,
Florida
|
$602K
|
+$621K
|
+10,000
|
New
|
|
