|
326
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$701K
|
+$8.27K
|
+384
|
+1%
|
|
|
327
|
Joule Financial
Lexington,
Kentucky
|
$682K
|
-$12.6K
|
-585
|
-2%
|
|
|
328
|
Alesco Advisors
Pittsford,
New York
|
$682K
|
+$151K
|
+7,002
|
+25%
|
|
|
329
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$678K
|
-$361K
|
-16,755
|
-33%
|
|
|
330
|
Creative Financial Designs
Kokomo,
Indiana
|
$673K
|
+$47.9K
|
+2,223
|
+7%
|
|
|
331
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$671K
|
-$295K
|
-13,725
|
-29%
|
|
|
332
|
Zhang Financial
Portage,
Michigan
|
$665K
|
+$4.07K
|
+189
|
+0.6%
|
|
|
333
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$664K
|
+$376K
|
+17,460
|
+105%
|
|
|
334
|
Flagstar Advisors
New York
|
$663K
|
+$731K
|
+33,978
|
New
|
|
|
335
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$661K
|
-$17.2K
|
-798
|
-2%
|
|
|
336
|
Gray Wealth Management
Bangor,
Maine
|
$658K
|
+$81.8K
|
+3,801
|
+13%
|
|
|
337
|
Harbour Investments
Madison,
Wisconsin
|
$646K
|
–
|
–
|
–
|
|
|
338
|
Athena Investment Management
Orinda,
California
|
$644K
|
–
|
–
|
–
|
|
|
339
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$642K
|
-$5.62K
|
-261
|
-0.8%
|
|
|
340
|
World Investment Advisors
Santa Barbara,
California
|
$641K
|
-$37.2K
|
-1,728
|
-5%
|
|
|
341
|
Marotta Asset Management
Charlottesville,
Virginia
|
$640K
|
-$64.9K
|
-3,015
|
-8%
|
|
|
342
|
International Assets Investment Management
Orlando,
Florida
|
$640K
|
-$29K
|
-1,347
|
-4%
|
|
|
343
|
Blue Barn Wealth
Orem,
Utah
|
$634K
|
-$36.4K
|
-1,692
|
-5%
|
|
|
344
|
Magnus Financial Group
New York
|
$630K
|
+$386K
|
+17,907
|
+124%
|
|
|
345
|
Rockefeller Capital Management
New York
|
$621K
|
+$195K
|
+9,060
|
+40%
|
|
|
346
|
AHL Investment Management
Winter Park,
Florida
|
$616K
|
–
|
–
|
–
|
|
|
347
|
Csenge Advisory Group
Clearwater,
Florida
|
$611K
|
+$59.2K
|
+2,751
|
+10%
|
|
|
348
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$599K
|
+$43.1K
|
+2,001
|
+7%
|
|
|
349
|
SMI Advisory Services
Columbus,
Indiana
|
$595K
|
+$657K
|
+30,504
|
New
|
|
|
350
|
Mengis Capital Management
Portland,
Oregon
|
$590K
|
-$23.6K
|
-1,095
|
-3%
|
|
