|
501
|
Perigon Wealth Management
San Francisco,
California
|
$242K
|
-$3.18K
|
-70
|
-1%
|
|
|
502
|
Prosperity Financial Group
San Ramon,
California
|
$241K
|
+$240K
|
+5,272
|
New
|
|
|
503
|
Drive Wealth Management
Lehi,
Utah
|
$240K
|
–
|
–
|
–
|
|
|
504
|
NWF Advisory Services
Los Angeles,
California
|
$237K
|
+$229K
|
+5,030
|
New
|
|
|
505
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$237K
|
+$19.9K
|
+438
|
+9%
|
|
|
506
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$236K
|
+$8.64K
|
+190
|
+4%
|
|
|
507
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$233K
|
+$22.7K
|
+500
|
+11%
|
|
|
508
|
Successful Portfolios
Clearwater,
Florida
|
$229K
|
-$637
|
-14
|
-0.3%
|
|
|
509
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$228K
|
–
|
–
|
–
|
|
|
510
|
FourThought Financial Partners
Venice,
Florida
|
$228K
|
–
|
–
|
–
|
|
|
511
|
Personal CFO Solutions
Chester,
New Jersey
|
$227K
|
-$7.82K
|
-172
|
-3%
|
|
|
512
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$227K
|
+$6.19K
|
+136
|
+3%
|
|
|
513
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$225K
|
-$24.7K
|
-544
|
-10%
|
|
|
514
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
515
|
TIAA FSB
Jacksonville,
Florida
|
$223K
|
-$22.9K
|
-504
|
-9%
|
|
|
516
|
RS Crum Inc
Newport Beach,
California
|
$221K
|
–
|
–
|
–
|
|
|
517
|
Retirement Group
San Diego,
California
|
$220K
|
-$16.1K
|
-354
|
-7%
|
|
|
518
|
Anson Capital
Tyrone,
Georgia
|
$220K
|
-$13.9K
|
-306
|
-6%
|
|
|
519
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$218K
|
+$2.18K
|
+48
|
+1%
|
|
|
520
|
Tocqueville Asset Management
New York
|
$218K
|
-$39.8K
|
-874
|
-15%
|
|
|
521
|
Coastwise Capital Group
La Jolla,
California
|
$217K
|
+$2K
|
+44
|
+0.9%
|
|
|
522
|
Helen Stephens Group
Fort Worth,
Texas
|
$217K
|
–
|
–
|
–
|
|
|
523
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$216K
|
–
|
–
|
–
|
|
|
524
|
Regis Acquisition
Denver,
Colorado
|
$216K
|
+$215K
|
+4,732
|
New
|
|
|
525
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$215K
|
+$214K
|
+4,708
|
New
|
|
