|
601
|
Essex LLC
Deer Park,
Illinois
|
$244K
|
–
|
–
|
–
|
|
|
602
|
Helen Stephens Group
Fort Worth,
Texas
|
$243K
|
-$2.54K
|
-50
|
-1%
|
|
|
603
|
Shira Ridge Wealth Management
Larkspur,
California
|
$243K
|
-$3.05K
|
-60
|
-1%
|
|
|
604
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$242K
|
+$241K
|
+4,744
|
New
|
|
|
605
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$242K
|
+$55K
|
+1,084
|
+30%
|
|
|
606
|
OneAscent Financial Services
Birmingham,
Alabama
|
$242K
|
–
|
–
|
–
|
|
|
607
|
Valeo Financial Advisors
Carmel,
Indiana
|
$241K
|
-$50.8K
|
-1,000
|
-17%
|
|
|
608
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
609
|
Oxbow Advisors
Austin,
Texas
|
$240K
|
–
|
–
|
–
|
|
|
610
|
North Star Asset Management
Neenah,
Wisconsin
|
$239K
|
-$1.73K
|
-34
|
-0.7%
|
|
|
611
|
First American Trust
Santa Ana,
California
|
$239K
|
–
|
–
|
–
|
|
|
612
|
West Coast Financial
Santa Barbara,
California
|
$236K
|
-$30.3K
|
-596
|
-11%
|
|
|
613
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$234K
|
-$9.65K
|
-190
|
-4%
|
|
|
614
|
Capital Performance Advisors
Walnut Creek,
California
|
$234K
|
–
|
–
|
–
|
|
|
615
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$232K
|
–
|
–
|
–
|
|
|
616
|
Alpha Cubed Investments
Irvine,
California
|
$232K
|
+$1.22K
|
+24
|
+0.5%
|
|
|
617
|
Intrua Financial
Houston,
Texas
|
$230K
|
-$25K
|
-492
|
-10%
|
|
|
618
|
Advisory Research
Chicago,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
619
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$226K
|
+$225K
|
+4,422
|
New
|
|
|
620
|
Sonora Investment Management Group
Tucson,
Arizona
|
$224K
|
–
|
–
|
–
|
|
|
621
|
Meitav Investment House
Bene-Beraq,
Israel
|
$224K
|
-$165K
|
-3,250
|
-43%
|
|
|
622
|
Richmond Investment Services
Mequon,
Wisconsin
|
$222K
|
-$5.18K
|
-102
|
-2%
|
|
|
623
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$222K
|
-$64.7K
|
-1,274
|
-23%
|
|
|
624
|
CFM Wealth Partners
Austin,
Texas
|
$220K
|
–
|
–
|
–
|
|
|
625
|
Coastwise Capital Group
La Jolla,
California
|
$217K
|
–
|
–
|
–
|
|
