|
526
|
TCI Wealth Advisors
Tucson,
Arizona
|
$369K
|
+$16.9K
|
+1,076
|
+4%
|
|
|
527
|
KeyBank National Association
Cleveland,
Ohio
|
$368K
|
–
|
–
|
–
|
|
|
528
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$368K
|
+$564
|
+36
|
+0.1%
|
|
|
529
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$365K
|
+$78.6K
|
+5,020
|
+24%
|
|
|
530
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$364K
|
–
|
–
|
–
|
|
|
531
|
Clear Investment Research
Alpharetta,
Georgia
|
$364K
|
–
|
–
|
–
|
|
|
532
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$363K
|
–
|
–
|
–
|
|
|
533
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$360K
|
+$627
|
+40
|
+0.2%
|
|
|
534
|
Trek Financial
Scottsdale,
Arizona
|
$357K
|
-$21K
|
-1,340
|
-5%
|
|
|
535
|
Front Row Advisors
Tiburon,
California
|
$356K
|
–
|
–
|
–
|
|
|
536
|
Ritholtz Wealth Management
New York
|
$353K
|
+$159K
|
+10,160
|
+67%
|
|
|
537
|
Mission Wealth Management
Santa Barbara,
California
|
$346K
|
+$77.7K
|
+4,960
|
+25%
|
|
|
538
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$346K
|
+$388K
|
+24,776
|
New
|
|
|
539
|
MBE Wealth Management
Tomah,
Wisconsin
|
$342K
|
–
|
–
|
–
|
|
|
540
|
Donor Advised Charitable Giving
San Francisco,
California
|
$337K
|
+$48.8K
|
+3,112
|
+15%
|
|
|
541
|
Apriem Advisors
Irvine,
California
|
$336K
|
-$10.1K
|
-644
|
-3%
|
|
|
542
|
Soltis Investment Advisors
St. George,
Utah
|
$335K
|
–
|
–
|
–
|
|
|
543
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$334K
|
+$35.2K
|
+2,248
|
+10%
|
|
|
544
|
SOL Capital Management
Rockville,
Maryland
|
$328K
|
-$127K
|
-8,120
|
-26%
|
|
|
545
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$326K
|
–
|
–
|
–
|
|
|
546
|
Donaldson Capital Management
Evansville,
Indiana
|
$326K
|
–
|
–
|
–
|
|
|
547
|
Grimes & Company
Westborough,
Massachusetts
|
$326K
|
+$366K
|
+23,332
|
New
|
|
|
548
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$325K
|
+$6.52K
|
+416
|
+2%
|
|
|
549
|
Capital Investment Advisors
Atlanta,
Georgia
|
$323K
|
+$4.7K
|
+300
|
+1%
|
|
|
550
|
Klingman & Associates
New York
|
$321K
|
–
|
–
|
–
|
|
