|
276
|
CAP Partners LLC
Franklin,
Tennessee
|
$353K
|
+$896
|
+19
|
+0.3%
|
|
|
277
|
Osborne Partners Capital Management
San Francisco,
California
|
$347K
|
–
|
–
|
–
|
|
|
278
|
Icon Wealth Advisors
Houston,
Texas
|
$346K
|
–
|
–
|
–
|
|
|
279
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$343K
|
+$343K
|
+7,277
|
New
|
|
|
280
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$338K
|
–
|
–
|
–
|
|
|
281
|
Disciplined Investments
Tulsa,
Oklahoma
|
$337K
|
–
|
–
|
–
|
|
|
282
|
KeyBank National Association
Cleveland,
Ohio
|
$330K
|
–
|
–
|
–
|
|
|
283
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$329K
|
-$108K
|
-2,285
|
-25%
|
|
|
284
|
Diligent Investors
Redlands,
California
|
$328K
|
+$47
|
+1
|
+0%
|
|
|
285
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$325K
|
-$3.06K
|
-65
|
-0.9%
|
|
|
286
|
Strategic Financial Concepts
San Antonio,
Texas
|
$322K
|
+$21K
|
+446
|
+7%
|
|
|
287
|
Parallel Advisors
San Francisco,
California
|
$315K
|
-$5.56K
|
-118
|
-2%
|
|
|
288
|
First Horizon Advisors
Memphis,
Tennessee
|
$311K
|
–
|
–
|
–
|
|
|
289
|
Venturi Wealth Management
Austin,
Texas
|
$309K
|
–
|
–
|
–
|
|
|
290
|
Matthew Hamilton Rosenberg
|
$308K
|
–
|
–
|
–
|
|
|
291
|
Arax Advisory Partners
Denver,
Colorado
|
$307K
|
-$3.4K
|
-72
|
-1%
|
|
|
292
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$301K
|
–
|
–
|
–
|
|
|
293
|
Next Level Private
Harrison,
New York
|
$300K
|
+$299K
|
+6,348
|
New
|
|
|
294
|
PGIM Custom Harvest
Newark,
New Jersey
|
$298K
|
+$32.4K
|
+687
|
+12%
|
|
|
295
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$296K
|
-$101K
|
-2,143
|
-25%
|
|
|
296
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$295K
|
–
|
–
|
–
|
|
|
297
|
Atria Wealth Solutions
New York
|
$295K
|
-$3.3K
|
-70
|
-1%
|
|
|
298
|
Intrua Financial
Houston,
Texas
|
$293K
|
+$4.05K
|
+86
|
+1%
|
|
|
299
|
Laurel Wealth Planning
Edina,
Minnesota
|
$293K
|
-$678K
|
-14,379
|
-70%
|
|
|
300
|
Mason & Associates (California)
Los Angeles,
California
|
$289K
|
-$38.5K
|
-816
|
-12%
|
|
