|
726
|
Lyell Wealth Management
Menlo Park,
California
|
$345K
|
–
|
–
|
–
|
|
|
727
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$345K
|
-$31.1K
|
-137
|
-8%
|
|
|
728
|
Mission Wealth Management
Santa Barbara,
California
|
$343K
|
+$12K
|
+53
|
+3%
|
|
|
729
|
Center for Financial Planning
Southfied,
Michigan
|
$341K
|
+$1.82K
|
+8
|
+0.5%
|
|
|
730
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$337K
|
-$44.3K
|
-195
|
-11%
|
|
|
731
|
Kestra Private Wealth Services
Austin,
Texas
|
$336K
|
+$13.6K
|
+60
|
+4%
|
|
|
732
|
Olympiad Research
Stamford,
Connecticut
|
$333K
|
+$154K
|
+679
|
+76%
|
|
|
733
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$332K
|
+$15.9K
|
+70
|
+5%
|
|
|
734
|
MTM Investment Management
Spartanburg,
South Carolina
|
$331K
|
+$4.77K
|
+21
|
+1%
|
|
|
735
|
Continuum Advisory
Eagle,
Idaho
|
$325K
|
+$11.1K
|
+49
|
+3%
|
|
|
736
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$325K
|
-$5.22K
|
-23
|
-1%
|
|
|
737
|
Angeles Wealth Management
Santa Monica,
California
|
$325K
|
+$2.04K
|
+9
|
+0.6%
|
|
|
738
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$324K
|
+$348K
|
+1,534
|
New
|
|
|
739
|
CX Institutional
Auburn,
Indiana
|
$324K
|
+$17K
|
+75
|
+5%
|
|
|
740
|
Checchi Capital Advisers
Beverly Hills,
California
|
$321K
|
-$11.1K
|
-49
|
-3%
|
|
|
741
|
Machina Capital
Paris,
France
|
$321K
|
+$344K
|
+1,516
|
New
|
|
|
742
|
Clal Insurance
Tel-Aviv,
Israel
|
$317K
|
+$341K
|
+1,500
|
New
|
|
|
743
|
Summit Trail Advisors
New York
|
$317K
|
-$8.86K
|
-39
|
-3%
|
|
|
744
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$314K
|
+$125K
|
+549
|
+59%
|
|
|
745
|
|
$312K
|
+$1.14K
|
+5
|
+0.3%
|
|
|
746
|
Ballentine Partners
Waltham,
Massachusetts
|
$304K
|
+$3.63K
|
+16
|
+1%
|
|
|
747
|
Nova R Wealth
Overland Park,
Kansas
|
$304K
|
–
|
–
|
–
|
|
|
748
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$303K
|
+$3.86K
|
+17
|
+1%
|
|
|
749
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$299K
|
+$8.41K
|
+37
|
+3%
|
|
|
750
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$299K
|
-$5.68K
|
-25
|
-2%
|
|
