|
501
|
Keystone Wealth Services
Palm Desert,
California
|
$338K
|
–
|
–
|
–
|
|
|
502
|
TrueWealth Advisors
Birmingham,
Alabama
|
$338K
|
–
|
–
|
–
|
|
|
503
|
Howe & Rusling
Rochester,
New York
|
$335K
|
–
|
–
|
–
|
|
|
504
|
Davenport & Co
Richmond,
Virginia
|
$334K
|
+$27K
|
+254
|
+9%
|
|
|
505
|
Kingswood Wealth Advisors
San Diego,
California
|
$334K
|
+$11.4K
|
+107
|
+4%
|
|
|
506
|
Two Sigma Securities
New York
|
$333K
|
-$197K
|
-1,859
|
-38%
|
|
|
507
|
Smart Portfolios LLC
Seattle,
Washington
|
$333K
|
-$10.9K
|
-103
|
-3%
|
|
|
508
|
Willner & Heller
Encino,
California
|
$333K
|
+$3.08K
|
+29
|
+1%
|
|
|
509
|
|
$332K
|
-$17.3K
|
-163
|
-5%
|
|
|
510
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$330K
|
–
|
–
|
–
|
|
|
511
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$328K
|
-$1.72M
|
-16,222
|
-85%
|
|
|
512
|
Fidelis Capital Partners
Tampa,
Florida
|
$326K
|
+$313K
|
+2,944
|
New
|
|
|
513
|
Capital Investment Advisors
Atlanta,
Georgia
|
$326K
|
+$8.6K
|
+81
|
+3%
|
|
|
514
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$323K
|
–
|
–
|
–
|
|
|
515
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$323K
|
-$62.2K
|
-586
|
-17%
|
|
|
516
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$322K
|
-$286K
|
-2,691
|
-48%
|
|
|
517
|
NorthRock Partners
Minneapolis,
Minnesota
|
$318K
|
-$22.3K
|
-210
|
-7%
|
|
|
518
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$318K
|
-$22.5K
|
-212
|
-7%
|
|
|
519
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$312K
|
+$212
|
+2
|
+0.1%
|
|
|
520
|
Curated Wealth Partners
El Segundo,
California
|
$312K
|
–
|
–
|
–
|
|
|
521
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$310K
|
-$234K
|
-2,202
|
-44%
|
|
|
522
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$308K
|
–
|
–
|
–
|
|
|
523
|
Advisornet Financial
Minnetonka,
Minnesota
|
$305K
|
-$28.1K
|
-265
|
-9%
|
|
|
524
|
Sand Hill Global Advisors
Palo Alto,
California
|
$301K
|
-$62.7K
|
-590
|
-18%
|
|
|
525
|
Webster Bank
Waterbury,
Connecticut
|
$300K
|
+$160K
|
+1,509
|
+125%
|
|
