|
526
|
Citadel Advisors
Miami,
Florida
|
$461K
|
+$449K
|
+24,632
|
New
|
|
|
527
|
MBE Wealth Management
Tomah,
Wisconsin
|
$459K
|
-$73
|
-4
|
-0%
|
|
|
528
|
Donor Advised Charitable Giving
San Francisco,
California
|
$459K
|
+$447K
|
+24,536
|
New
|
|
|
529
|
Empirical Wealth Management
Seattle,
Washington
|
$458K
|
+$71.5K
|
+3,920
|
+19%
|
|
|
530
|
Soltis Investment Advisors
St. George,
Utah
|
$458K
|
+$447K
|
+24,496
|
New
|
|
|
531
|
|
$457K
|
-$15.4K
|
-844
|
-3%
|
|
|
532
|
Bank of New York Mellon
New York
|
$454K
|
-$99.9K
|
-5,480
|
-18%
|
|
|
533
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$446K
|
-$18.2K
|
-996
|
-4%
|
|
|
534
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$442K
|
-$7.66K
|
-420
|
-2%
|
|
|
535
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$440K
|
+$238K
|
+13,060
|
+125%
|
|
|
536
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$438K
|
-$73
|
-4
|
-0%
|
|
|
537
|
Donaldson Capital Management
Evansville,
Indiana
|
$437K
|
-$6.13K
|
-336
|
-1%
|
|
|
538
|
Appleton Partners
Boston,
Massachusetts
|
$436K
|
+$246K
|
+13,500
|
+138%
|
|
|
539
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$430K
|
-$405K
|
-22,228
|
-49%
|
|
|
540
|
Klingman & Associates
New York
|
$430K
|
-$16.9K
|
-924
|
-4%
|
|
|
541
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$430K
|
+$12.5K
|
+688
|
+3%
|
|
|
542
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$429K
|
+$6.57K
|
+360
|
+2%
|
|
|
543
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$427K
|
-$22.3K
|
-1,224
|
-5%
|
|
|
544
|
Evensky & Katz
Coral Gables,
Florida
|
$427K
|
-$948
|
-52
|
-0.2%
|
|
|
545
|
SRH Advisors
Salina,
Kansas
|
$426K
|
–
|
–
|
–
|
|
|
546
|
Great Lakes Advisors
Chicago,
Illinois
|
$424K
|
–
|
–
|
–
|
|
|
547
|
Investors Research Corp
Atlanta,
Georgia
|
$424K
|
+$82.9K
|
+4,544
|
+25%
|
|
|
548
|
Oppenheimer & Co
New York
|
$419K
|
-$636K
|
-34,856
|
-61%
|
|
|
549
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$415K
|
-$139K
|
-7,636
|
-26%
|
|
|
550
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$413K
|
-$95.8K
|
-5,252
|
-19%
|
|
