|
526
|
CX Institutional
Auburn,
Indiana
|
$342K
|
+$1.3K
|
+12
|
+0.4%
|
|
|
527
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$341K
|
-$29.9K
|
-276
|
-8%
|
|
|
528
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$340K
|
+$3.25K
|
+30
|
+1%
|
|
|
529
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$340K
|
+$1.08K
|
+10
|
+0.3%
|
|
|
530
|
SC&H Financial Advisors
Sparks,
Maryland
|
$340K
|
+$325
|
+3
|
+0.1%
|
|
|
531
|
Valued Wealth Advisors
Holladay,
Utah
|
$338K
|
-$15.5K
|
-143
|
-4%
|
|
|
532
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$330K
|
–
|
–
|
–
|
|
|
533
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$330K
|
+$34.8K
|
+322
|
+12%
|
|
|
534
|
Clifford Group
Wayland,
Massachusetts
|
$330K
|
-$9.09K
|
-84
|
-3%
|
|
|
535
|
Wealthspan Partners
Davenport,
Iowa
|
$328K
|
-$8.44K
|
-78
|
-3%
|
|
|
536
|
Tred Avon Family Wealth
Easton,
Maryland
|
$327K
|
+$25.8K
|
+238
|
+9%
|
|
|
537
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$324K
|
+$974
|
+9
|
+0.3%
|
|
|
538
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$324K
|
+$102K
|
+945
|
+47%
|
|
|
539
|
KWB Wealth
Redlands,
California
|
$323K
|
+$12.6K
|
+116
|
+4%
|
|
|
540
|
Brookstone Capital Management
Wheaton,
Illinois
|
$322K
|
+$316K
|
+2,924
|
New
|
|
|
541
|
Silver Oak Securities
Jackson,
Tennessee
|
$320K
|
-$35.9K
|
-332
|
-10%
|
|
|
542
|
Atala Financial
Calabasas,
California
|
$319K
|
–
|
–
|
–
|
|
|
543
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$318K
|
–
|
–
|
–
|
|
|
544
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$318K
|
-$35.6K
|
-329
|
-10%
|
|
|
545
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$313K
|
+$38.3K
|
+354
|
+14%
|
|
|
546
|
Heritage Family Offices
Scottsdale,
Arizona
|
$312K
|
–
|
–
|
–
|
|
|
547
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$312K
|
+$306K
|
+2,832
|
New
|
|
|
548
|
Elevatus Welath Management
Victor,
New York
|
$310K
|
+$1.19K
|
+11
|
+0.4%
|
|
|
549
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$308K
|
–
|
–
|
–
|
|
|
550
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$307K
|
+$433
|
+4
|
+0.1%
|
|
