|
326
|
Morrissey Wealth Management, LLC
North Haven,
Connecticut
|
$751K
|
+$720K
|
+4,642
|
New
|
|
|
327
|
International Assets Investment Management
Orlando,
Florida
|
$750K
|
+$43K
|
+277
|
+6%
|
|
|
328
|
Russell Investments Group
London,
United Kingdom
|
$742K
|
+$16.8K
|
+108
|
+2%
|
|
|
329
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$737K
|
+$1.55K
|
+10
|
+0.2%
|
|
|
330
|
AlphaCore Capital
La Jolla,
California
|
$727K
|
+$2.95K
|
+19
|
+0.4%
|
|
|
331
|
Optivise Advisory Services
Franklin,
Tennessee
|
$724K
|
–
|
–
|
–
|
|
|
332
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$724K
|
+$24.5K
|
+158
|
+4%
|
|
|
333
|
Independent Wealth Advisors
Cary,
North Carolina
|
$714K
|
-$77.4K
|
-499
|
-10%
|
|
|
334
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$695K
|
-$72.3K
|
-466
|
-10%
|
|
|
335
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$695K
|
+$17.5K
|
+113
|
+3%
|
|
|
336
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$690K
|
-$439K
|
-2,833
|
-40%
|
|
|
337
|
Savvy Advisors Inc
New York
|
$680K
|
+$37.5K
|
+242
|
+6%
|
|
|
338
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$676K
|
+$236K
|
+1,523
|
+58%
|
|
|
339
|
Genesis Financial Group
Paramus,
New Jersey
|
$675K
|
–
|
–
|
–
|
|
|
340
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$666K
|
–
|
–
|
–
|
|
|
341
|
RFG Advisory
Birmingham,
Alabama
|
$664K
|
-$190K
|
-1,225
|
-23%
|
|
|
342
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$655K
|
-$125K
|
-803
|
-17%
|
|
|
343
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$644K
|
-$214K
|
-1,378
|
-26%
|
|
|
344
|
Entrust Financial
Wayne,
Pennsylvania
|
$643K
|
-$3.41K
|
-22
|
-0.6%
|
|
|
345
|
Kickstand Ventures
Pittsford,
New York
|
$643K
|
-$18.3M
|
-118,140
|
-97%
|
|
|
346
|
Sonoma Private Wealth
Sonoma,
California
|
$639K
|
–
|
–
|
–
|
|
|
347
|
Martel Wealth Advisors
Vancouver,
Washington
|
$632K
|
+$2.79K
|
+18
|
+0.5%
|
|
|
348
|
Bank of New York Mellon
New York
|
$630K
|
-$8.38K
|
-54
|
-1%
|
|
|
349
|
|
$629K
|
-$698K
|
-4,500
|
-54%
|
|
|
350
|
Bell Bank
Fargo,
North Dakota
|
$625K
|
–
|
–
|
–
|
|
