|
501
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$392K
|
+$403K
|
+2,435
|
New
|
|
|
502
|
Allworth Financial
Folsom,
California
|
$389K
|
-$55.6K
|
-336
|
-12%
|
|
|
503
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$382K
|
+$376K
|
+2,273
|
New
|
|
|
504
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$376K
|
–
|
–
|
–
|
|
|
505
|
Wealth Alliance
Mellville,
New York
|
$376K
|
+$387K
|
+2,340
|
New
|
|
|
506
|
Regent Investment Management
Louisville,
Kentucky
|
$371K
|
+$9.09K
|
+55
|
+2%
|
|
|
507
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$366K
|
+$21.3K
|
+129
|
+6%
|
|
|
508
|
First Horizon Advisors
Memphis,
Tennessee
|
$365K
|
+$312K
|
+1,889
|
+492%
|
|
|
509
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$364K
|
-$359K
|
-2,174
|
-83%
|
|
|
510
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$360K
|
-$59.5M
|
-359,665
|
-99%
|
|
|
511
|
Arete Wealth Advisors
Chicago,
Illinois
|
$356K
|
-$37.4K
|
-226
|
-9%
|
|
|
512
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$355K
|
+$365K
|
+2,208
|
New
|
|
|
513
|
LifeSteps Financial
Claremont,
California
|
$352K
|
–
|
–
|
–
|
|
|
514
|
|
$352K
|
+$362K
|
+2,189
|
New
|
|
|
515
|
WealthPLAN Partners
Omaha,
Nebraska
|
$350K
|
+$12.9K
|
+78
|
+4%
|
|
|
516
|
MAI Capital Management
Independence,
Ohio
|
$345K
|
+$10.6K
|
+64
|
+3%
|
|
|
517
|
Summit Wealth Partners
Orlando,
Florida
|
$342K
|
-$92.3K
|
-558
|
-21%
|
|
|
518
|
EQ LLC
Bellevue,
Washington
|
$340K
|
+$350K
|
+2,115
|
New
|
|
|
519
|
Mendel Money Management
Northbrook,
Illinois
|
$336K
|
+$60.2K
|
+364
|
+21%
|
|
|
520
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$333K
|
-$149K
|
-900
|
-30%
|
|
|
521
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$332K
|
–
|
–
|
–
|
|
|
522
|
Poehling Capital Management
Madison,
Wisconsin
|
$330K
|
+$340K
|
+2,054
|
New
|
|
|
523
|
Aspiriant LLC
Los Angeles,
California
|
$325K
|
–
|
–
|
–
|
|
|
524
|
Summit Financial Group
Moorefield,
West Virginia
|
$324K
|
-$50.9K
|
-308
|
-13%
|
|
|
525
|
Arcus Capital Partners
Atlanta,
Georgia
|
$323K
|
-$188K
|
-1,139
|
-36%
|
|
