|
526
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$366K
|
+$46.4K
|
+1,022
|
+16%
|
|
|
527
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$365K
|
+$44.6K
|
+982
|
+16%
|
|
|
528
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$361K
|
+$324K
|
+7,135
|
New
|
|
|
529
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$355K
|
-$136
|
-3
|
-0%
|
|
|
530
|
Meeder Asset Management
Dublin,
Ohio
|
$355K
|
+$42.7K
|
+939
|
+15%
|
|
|
531
|
Capitolis Advisors
New York
|
$354K
|
-$859K
|
-18,895
|
-73%
|
|
|
532
|
Summit Securities Group
New York
|
$350K
|
-$31.8K
|
-700
|
-9%
|
|
|
533
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$346K
|
–
|
–
|
–
|
|
|
534
|
Glenview Trust
Louisville,
Kentucky
|
$345K
|
+$227
|
+5
|
+0.1%
|
|
|
535
|
NewEdge Advisors
New Orleans,
Louisiana
|
$340K
|
+$305K
|
+6,717
|
New
|
|
|
536
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$339K
|
+$23.6K
|
+520
|
+8%
|
|
|
537
|
Presima Securities
Montreal,
Quebec, Canada
|
$339K
|
+$304K
|
+6,700
|
New
|
|
|
538
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$338K
|
+$303K
|
+6,668
|
New
|
|
|
539
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$336K
|
+$310K
|
+6,825
|
New
|
|
|
540
|
WESPAC Advisors
Orinda,
California
|
$334K
|
–
|
–
|
–
|
|
|
541
|
Inspire Advisors
Meridian,
Idaho
|
$334K
|
+$217K
|
+4,786
|
+266%
|
|
|
542
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$333K
|
+$299K
|
+6,581
|
New
|
|
|
543
|
Spire Wealth Management
Mclean,
Virginia
|
$330K
|
+$297K
|
+6,544
|
New
|
|
|
544
|
Coastline Trust
Providence,
Rhode Island
|
$324K
|
–
|
–
|
–
|
|
|
545
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$324K
|
–
|
–
|
–
|
|
|
546
|
SteelPeak Wealth
Woodland Hills,
California
|
$323K
|
-$31.2K
|
-686
|
-10%
|
|
|
547
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$317K
|
-$341K
|
-7,508
|
-55%
|
|
|
548
|
Burney Company
Reston,
Virginia
|
$313K
|
-$10.5K
|
-230
|
-4%
|
|
|
549
|
Gofen & Glossberg
Chicago,
Illinois
|
$308K
|
–
|
–
|
–
|
|
|
550
|
Tectonic Advisors
Frisco,
Texas
|
$306K
|
-$545
|
-12
|
-0.2%
|
|
