|
301
|
TL Private Wealth
Southlake,
Texas
|
$813K
|
-$530K
|
-4,765
|
-41%
|
|
|
302
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$808K
|
-$101K
|
-905
|
-12%
|
|
|
303
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$804K
|
+$29K
|
+261
|
+4%
|
|
|
304
|
Weil Company
San Diego,
California
|
$802K
|
–
|
–
|
–
|
|
|
305
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$795K
|
+$222
|
+2
|
+0%
|
|
|
306
|
9258 Wealth Management
Blue Ash,
Ohio
|
$781K
|
-$10.6K
|
-95
|
-1%
|
|
|
307
|
Franklin Resources
San Mateo,
California
|
$768K
|
-$667
|
-6
|
-0.1%
|
|
|
308
|
ClearBridge Investments
New York
|
$734K
|
-$36.1M
|
-324,915
|
-98%
|
|
|
309
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$733K
|
+$890
|
+8
|
+0.1%
|
|
|
310
|
Sage Financial Management Group
Mclean,
Virginia
|
$725K
|
-$107K
|
-958
|
-13%
|
|
|
311
|
Wealthspire Advisors (New York)
New York
|
$724K
|
+$5.01K
|
+45
|
+0.7%
|
|
|
312
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$718K
|
-$104K
|
-939
|
-13%
|
|
|
313
|
IEQ Capital
Foster City,
California
|
$711K
|
+$4.34K
|
+39
|
+0.6%
|
|
|
314
|
Park Avenue Securities
New York
|
$709K
|
+$328K
|
+2,948
|
+95%
|
|
|
315
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$708K
|
+$59.3K
|
+533
|
+10%
|
|
|
316
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$705K
|
-$10.7K
|
-96
|
-2%
|
|
|
317
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$703K
|
–
|
–
|
–
|
|
|
318
|
One Day In July LLC
Burlington,
Vermont
|
$703K
|
+$70.6K
|
+635
|
+12%
|
|
|
319
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$700K
|
–
|
–
|
–
|
|
|
320
|
Allen Capital Group
Grand Island,
Nebraska
|
$700K
|
-$11.7K
|
-105
|
-2%
|
|
|
321
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$696K
|
+$23.9K
|
+215
|
+4%
|
|
|
322
|
Insight Wealth Strategies
San Ramon,
California
|
$690K
|
+$445
|
+4
|
+0.1%
|
|
|
323
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$689K
|
+$890
|
+8
|
+0.1%
|
|
|
324
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$683K
|
+$556
|
+5
|
+0.1%
|
|
|
325
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$681K
|
-$62.4K
|
-561
|
-9%
|
|
