|
326
|
Red Reef Advisors
Boca Raton,
Florida
|
$621K
|
–
|
–
|
–
|
|
|
327
|
Entelevest
Coral Gables,
Florida
|
$618K
|
+$258K
|
+5,095
|
+70%
|
|
|
328
|
Drive Wealth Management
Lehi,
Utah
|
$599K
|
+$111K
|
+2,188
|
+22%
|
|
|
329
|
Lodestar Private Asset Management
Alamo,
California
|
$585K
|
–
|
–
|
–
|
|
|
330
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$585K
|
+$594K
|
+11,709
|
New
|
|
|
331
|
Atria Investments
Charlotte,
North Carolina
|
$570K
|
+$15.1K
|
+298
|
+3%
|
|
|
332
|
Beacon Pointe Advisors
Newport Beach,
California
|
$567K
|
+$43.6K
|
+860
|
+8%
|
|
|
333
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$565K
|
-$28.7M
|
-566,505
|
-98%
|
|
|
334
|
Hicks Capital Management
Columbus,
Ohio
|
$554K
|
+$562K
|
+11,090
|
New
|
|
|
335
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$551K
|
-$6.74K
|
-133
|
-1%
|
|
|
336
|
|
$551K
|
+$559K
|
+11,016
|
New
|
|
|
337
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$545K
|
+$15K
|
+295
|
+3%
|
|
|
338
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$535K
|
-$2.27M
|
-44,822
|
-81%
|
|
|
339
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$530K
|
–
|
–
|
–
|
|
|
340
|
Peck Wealth Management
White Plains,
New York
|
$526K
|
+$1.47K
|
+29
|
+0.3%
|
|
|
341
|
SWMG LLC
Fort Worth,
Texas
|
$525K
|
-$20K
|
-395
|
-4%
|
|
|
342
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$525K
|
+$532K
|
+10,494
|
New
|
|
|
343
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$523K
|
+$12.8K
|
+252
|
+2%
|
|
|
344
|
GGM Financials
Columbus,
Ohio
|
$515K
|
+$29.1K
|
+573
|
+6%
|
|
|
345
|
Northern Trust
Chicago,
Illinois
|
$513K
|
–
|
–
|
–
|
|
|
346
|
Vawter Financial
Columbus,
Ohio
|
$503K
|
-$20.2K
|
-398
|
-4%
|
|
|
347
|
Insigneo Advisory Services
Miami,
Florida
|
$497K
|
-$8.82K
|
-174
|
-2%
|
|
|
348
|
Optima Capital
Beaverton,
Oregon
|
$495K
|
+$78.6K
|
+1,550
|
+19%
|
|
|
349
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$494K
|
+$89.3K
|
+1,762
|
+22%
|
|
|
350
|
TIAA-CREF Individual & Institutional Services
New York
|
$489K
|
+$496K
|
+9,785
|
New
|
|
