|
501
|
Caldwell Trust
Venice,
Florida
|
$371K
|
–
|
–
|
–
|
|
|
502
|
Stegner Investment Associates
Louisville,
Kentucky
|
$368K
|
–
|
–
|
–
|
|
|
503
|
WC Walker & Associates
Fullerton,
California
|
$368K
|
–
|
–
|
–
|
|
|
504
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$366K
|
-$317K
|
-3,685
|
-44%
|
|
|
505
|
Principle Wealth Partners
Madison,
Connecticut
|
$366K
|
–
|
–
|
–
|
|
|
506
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$365K
|
–
|
–
|
–
|
|
|
507
|
Maryland Capital Advisors
Chester,
Maryland
|
$365K
|
–
|
–
|
–
|
|
|
508
|
Certuity
North Palm Beach,
Florida
|
$358K
|
–
|
–
|
–
|
|
|
509
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$358K
|
+$393K
|
+4,564
|
New
|
|
|
510
|
Liberty Capital Management
Birmingham,
Michigan
|
$356K
|
–
|
–
|
–
|
|
|
511
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$354K
|
–
|
–
|
–
|
|
|
512
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$352K
|
-$160K
|
-1,864
|
-29%
|
|
|
513
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$352K
|
–
|
–
|
–
|
|
|
514
|
Solidarity Wealth
Lehi,
Utah
|
$351K
|
+$366K
|
+4,255
|
New
|
|
|
515
|
IRON Financial
Northbrook,
Illinois
|
$350K
|
-$4.13K
|
-48
|
-1%
|
|
|
516
|
Miracle Mile Advisors
Los Angeles,
California
|
$350K
|
–
|
–
|
–
|
|
|
517
|
|
$339K
|
+$2.24K
|
+26
|
+0.6%
|
|
|
518
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$338K
|
-$3.96K
|
-46
|
-1%
|
|
|
519
|
CIBC World Market
Toronto,
Ontario, Canada
|
$335K
|
–
|
–
|
–
|
|
|
520
|
Smith, Moore & Co
Clayton,
Missouri
|
$332K
|
+$4.3K
|
+50
|
+1%
|
|
|
521
|
Icon Wealth Advisors
Houston,
Texas
|
$332K
|
+$364K
|
+4,234
|
New
|
|
|
522
|
Cypress Capital Group
Palm Beach,
Florida
|
$330K
|
+$15.1K
|
+175
|
+4%
|
|
|
523
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$329K
|
+$27K
|
+314
|
+8%
|
|
|
524
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$327K
|
-$421K
|
-4,890
|
-54%
|
|
|
525
|
Journey Strategic Wealth
Summit,
New Jersey
|
$327K
|
+$32.5K
|
+378
|
+10%
|
|
