|
526
|
Zinnia Wealth Advisory
Ocala,
Florida
|
$768K
|
–
|
–
|
–
|
|
|
527
|
Latitude Advisors
Vero Beach,
Florida
|
$765K
|
+$9.81K
|
+115
|
+1%
|
|
|
528
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$764K
|
-$2.96M
|
-34,732
|
-80%
|
|
|
529
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
$762K
|
-$196K
|
-2,297
|
-21%
|
|
|
530
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$762K
|
–
|
–
|
–
|
|
|
531
|
AA Financial Advisors
Columbus,
Ohio
|
$761K
|
+$8.88K
|
+104
|
+1%
|
|
|
532
|
United Advisor Group
Cincinnati,
Ohio
|
$761K
|
+$6.14K
|
+72
|
+0.8%
|
|
|
533
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$760K
|
+$20.2K
|
+237
|
+3%
|
|
|
534
|
Nuveen
Charlotte,
North Carolina
|
$758K
|
+$736K
|
+8,628
|
New
|
|
|
535
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$758K
|
-$10.1K
|
-118
|
-1%
|
|
|
536
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$755K
|
+$47.5K
|
+557
|
+7%
|
|
|
537
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$752K
|
–
|
–
|
–
|
|
|
538
|
Sequoia Financial Advisors
Akron,
Ohio
|
$749K
|
+$93K
|
+1,090
|
+15%
|
|
|
539
|
SBI Securities
Tokyo,
Japan
|
$748K
|
-$56.2K
|
-659
|
-7%
|
|
|
540
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$748K
|
-$90.9K
|
-1,065
|
-11%
|
|
|
541
|
Bailard
Foster City,
California
|
$747K
|
–
|
–
|
–
|
|
|
542
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$737K
|
+$8.79K
|
+103
|
+1%
|
|
|
543
|
National Wealth Management Group
Cincinnati,
Ohio
|
$725K
|
-$234K
|
-2,745
|
-25%
|
|
|
544
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$725K
|
-$85
|
-1
|
-0%
|
|
|
545
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$725K
|
+$320K
|
+3,750
|
+83%
|
|
|
546
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$721K
|
+$81.2K
|
+951
|
+13%
|
|
|
547
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$715K
|
-$5.63K
|
-66
|
-0.8%
|
|
|
548
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$706K
|
–
|
–
|
–
|
|
|
549
|
TIAA-CREF Individual & Institutional Services
New York
|
$701K
|
–
|
–
|
–
|
|
|
550
|
JGP Wealth Management
Bend,
Oregon
|
$700K
|
-$6.66K
|
-78
|
-1%
|
|
