|
801
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$309K
|
+$12K
|
+98
|
+4%
|
|
|
802
|
Kera Capital Partners
San Jose,
California
|
$308K
|
+$299K
|
+2,438
|
New
|
|
|
803
|
Wealth Alliance
Mellville,
New York
|
$305K
|
-$47.1K
|
-384
|
-14%
|
|
|
804
|
Root Financial Partners
Encinitas,
California
|
$305K
|
+$49.3K
|
+402
|
+20%
|
|
|
805
|
Bridgelight Financial Advisors
Shelton,
Connecticut
|
$304K
|
-$2.94K
|
-24
|
-1%
|
|
|
806
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$303K
|
-$166K
|
-1,350
|
-36%
|
|
|
807
|
Atria Investments
Charlotte,
North Carolina
|
$302K
|
-$114K
|
-927
|
-28%
|
|
|
808
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$301K
|
+$28.3K
|
+231
|
+11%
|
|
|
809
|
Samalin Investment Counsel
Chappaqua,
New York
|
$300K
|
-$10.4K
|
-85
|
-3%
|
|
|
810
|
Personal CFO Solutions
Chester,
New Jersey
|
$300K
|
-$23.3K
|
-190
|
-7%
|
|
|
811
|
TIAA-CREF Individual & Institutional Services
New York
|
$299K
|
-$1.23K
|
-10
|
-0.4%
|
|
|
812
|
Intrua Financial
Houston,
Texas
|
$298K
|
+$1.35K
|
+11
|
+0.5%
|
|
|
813
|
Fayez Sarofim & Co
Houston,
Texas
|
$298K
|
+$9.81K
|
+80
|
+4%
|
|
|
814
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$298K
|
+$39.2K
|
+320
|
+16%
|
|
|
815
|
Avidian Wealth Enterprises
Houston,
Texas
|
$297K
|
+$15.4K
|
+126
|
+6%
|
|
|
816
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$297K
|
+$2.94K
|
+24
|
+1%
|
|
|
817
|
Smith, Moore & Co
Clayton,
Missouri
|
$294K
|
+$9.32K
|
+76
|
+3%
|
|
|
818
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$294K
|
-$4.17K
|
-34
|
-1%
|
|
|
819
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$294K
|
-$8.21K
|
-67
|
-3%
|
|
|
820
|
MBL Wealth
Charlotte,
North Carolina
|
$293K
|
+$284K
|
+2,320
|
New
|
|
|
821
|
Strategic Blueprint
Atlanta,
Georgia
|
$292K
|
-$368
|
-3
|
-0.1%
|
|
|
822
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$291K
|
–
|
–
|
–
|
|
|
823
|
CWA Asset Management Group
Naples,
Florida
|
$291K
|
-$42.3K
|
-345
|
-13%
|
|
|
824
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$290K
|
-$8.58K
|
-70
|
-3%
|
|
|
825
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$289K
|
-$613
|
-5
|
-0.2%
|
|
