|
301
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
$875K
|
+$4.38K
|
+195
|
+0.5%
|
|
|
302
|
Allworth Financial
Folsom,
California
|
$858K
|
+$32K
|
+1,425
|
+4%
|
|
|
303
|
Wealthspire Advisors (New York)
New York
|
$857K
|
+$81.5K
|
+3,627
|
+10%
|
|
|
304
|
WNY Asset Management
Williamsville,
New York
|
$857K
|
-$54.9K
|
-2,445
|
-6%
|
|
|
305
|
Spire Wealth Management
Mclean,
Virginia
|
$855K
|
-$17K
|
-759
|
-2%
|
|
|
306
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$853K
|
+$54K
|
+2,403
|
+6%
|
|
|
307
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$846K
|
-$15.1K
|
-672
|
-2%
|
|
|
308
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$837K
|
+$6.6K
|
+294
|
+0.8%
|
|
|
309
|
Steward Partners Investment Advisory
New York
|
$836K
|
-$131K
|
-5,850
|
-13%
|
|
|
310
|
Hoey Investments
Coatesville,
Pennsylvania
|
$830K
|
-$5.05K
|
-225
|
-0.6%
|
|
|
311
|
Athena Investment Management
Orinda,
California
|
$825K
|
–
|
–
|
–
|
|
|
312
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$811K
|
–
|
–
|
–
|
|
|
313
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$803K
|
–
|
–
|
–
|
|
|
314
|
BFSG LLC
Irvine,
California
|
$801K
|
+$11.7K
|
+519
|
+1%
|
|
|
315
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$797K
|
+$68.9K
|
+3,066
|
+9%
|
|
|
316
|
NWF Advisory Services
Los Angeles,
California
|
$795K
|
-$1.55K
|
-69
|
-0.2%
|
|
|
317
|
Harbour Investments
Madison,
Wisconsin
|
$793K
|
-$20.2K
|
-900
|
-2%
|
|
|
318
|
Rockefeller Capital Management
New York
|
$789K
|
+$69.7K
|
+3,105
|
+9%
|
|
|
319
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$773K
|
-$169K
|
-7,506
|
-18%
|
|
|
320
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$772K
|
-$61.8K
|
-2,754
|
-7%
|
|
|
321
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$754K
|
+$5.73K
|
+255
|
+0.7%
|
|
|
322
|
Zhang Financial
Portage,
Michigan
|
$748K
|
-$203K
|
-9,048
|
-21%
|
|
|
323
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$744K
|
+$465K
|
+20,721
|
+149%
|
|
|
324
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$737K
|
+$5.05K
|
+225
|
+0.7%
|
|
|
325
|
Joule Financial
Lexington,
Kentucky
|
$725K
|
-$10.5K
|
-468
|
-1%
|
|
