|
601
|
Frank Rimerman Advisors
Palo Alto,
California
|
$241K
|
–
|
–
|
–
|
|
|
602
|
|
$239K
|
-$59.4K
|
-641
|
-22%
|
|
|
603
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$237K
|
+$209K
|
+2,255
|
New
|
|
|
604
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$234K
|
-$18.9K
|
-204
|
-8%
|
|
|
605
|
|
$233K
|
-$109K
|
-1,181
|
-35%
|
|
|
606
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$232K
|
-$3.43K
|
-37
|
-2%
|
|
|
607
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$232K
|
+$205K
|
+2,210
|
New
|
|
|
608
|
Wealthspire Advisors (New York)
New York
|
$229K
|
-$38.9K
|
-420
|
-16%
|
|
|
609
|
Cigna Investments
Bloomfield,
Connecticut
|
$229K
|
+$202K
|
+2,178
|
New
|
|
|
610
|
Forum Financial Management
Lombard,
Illinois
|
$229K
|
+$202K
|
+2,180
|
New
|
|
|
611
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$227K
|
+$201K
|
+2,163
|
New
|
|
|
612
|
Impact Partnership Wealth
Marietta,
Georgia
|
$223K
|
+$11K
|
+119
|
+6%
|
|
|
613
|
Personal CFO Solutions
Chester,
New Jersey
|
$222K
|
+$196K
|
+2,119
|
New
|
|
|
614
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$220K
|
+$25.2K
|
+272
|
+15%
|
|
|
615
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$220K
|
+$194K
|
+2,096
|
New
|
|
|
616
|
Boothbay Fund Management
New York
|
$219K
|
-$267K
|
-2,885
|
-58%
|
|
|
617
|
Gitterman Wealth Management
Edison,
New Jersey
|
$218K
|
+$193K
|
+2,082
|
New
|
|
|
618
|
MV Capital Management
Bethesda,
Maryland
|
$217K
|
+$32.1K
|
+346
|
+20%
|
|
|
619
|
Lido Advisors
Los Angeles,
California
|
$215K
|
-$21.3K
|
-230
|
-10%
|
|
|
620
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$214K
|
+$189K
|
+2,039
|
New
|
|
|
621
|
Morton Capital Management
Calabasas,
California
|
$210K
|
+$185K
|
+2,000
|
New
|
|
|
622
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$208K
|
+$183K
|
+1,978
|
New
|
|
|
623
|
Flaharty Asset Management
Clearwater,
Florida
|
$206K
|
+$182K
|
+1,959
|
New
|
|
|
624
|
Oracle Alpha
Toronto,
Ontario, Canada
|
$201K
|
+$177K
|
+1,913
|
New
|
|
|
625
|
Spire Wealth Management
Mclean,
Virginia
|
$185K
|
+$18.8K
|
+203
|
+13%
|
|
