|
351
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$275K
|
+$51.7K
|
+1,031
|
+23%
|
|
|
352
|
Retirement Guys Formula
Maumee,
Ohio
|
$273K
|
+$11.7K
|
+233
|
+4%
|
|
|
353
|
Titleist Asset Management
San Antonio,
Texas
|
$266K
|
+$30.6K
|
+611
|
+13%
|
|
|
354
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$265K
|
+$8.52K
|
+170
|
+3%
|
|
|
355
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$264K
|
-$48.4K
|
-965
|
-15%
|
|
|
356
|
Cypress Capital Group
Palm Beach,
Florida
|
$264K
|
-$687K
|
-13,700
|
-72%
|
|
|
357
|
Ancora Advisors
Cleveland,
Ohio
|
$263K
|
–
|
–
|
–
|
|
|
358
|
Vise Technologies
New York
|
$254K
|
–
|
–
|
–
|
|
|
359
|
Novem Group
Rochester,
New York
|
$253K
|
+$255K
|
+5,083
|
New
|
|
|
360
|
Essex LLC
Deer Park,
Illinois
|
$253K
|
–
|
–
|
–
|
|
|
361
|
Tidemark
San Diego,
California
|
$247K
|
+$351
|
+7
|
+0.1%
|
|
|
362
|
Alessandra Capital Management
Torrance,
California
|
$244K
|
+$246K
|
+4,900
|
New
|
|
|
363
|
Waterloo Capital
Austin,
Texas
|
$244K
|
–
|
–
|
–
|
|
|
364
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$238K
|
-$13.3K
|
-266
|
-5%
|
|
|
365
|
RMR Wealth Builders
Montclair,
New Jersey
|
$236K
|
-$4.26K
|
-85
|
-2%
|
|
|
366
|
Trueblood Wealth Management
Lima,
Ohio
|
$236K
|
+$902
|
+18
|
+0.4%
|
|
|
367
|
Genesee Capital Advisors
Auburn,
New York
|
$235K
|
+$2K
|
+40
|
+0.9%
|
|
|
368
|
TRB Wealth Management
Houston,
Texas
|
$235K
|
+$237K
|
+4,721
|
New
|
|
|
369
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
370
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$229K
|
+$230K
|
+4,595
|
New
|
|
|
371
|
TrueWealth Advisors
Birmingham,
Alabama
|
$228K
|
-$61.1K
|
-1,218
|
-21%
|
|
|
372
|
Occidental Asset Management
Burlingame,
California
|
$225K
|
+$227K
|
+4,524
|
New
|
|
|
373
|
Koshinski Asset Management
Decatur,
Illinois
|
$225K
|
-$25.7K
|
-513
|
-10%
|
|
|
374
|
Mosley Wealth Management
Anaheim,
California
|
$223K
|
+$1.75K
|
+35
|
+0.8%
|
|
|
375
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$222K
|
-$802
|
-16
|
-0.4%
|
|
