|
326
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$256K
|
+$268K
|
+6,328
|
New
|
|
|
327
|
Keystone Wealth Services
Palm Desert,
California
|
$252K
|
+$19K
|
+450
|
+8%
|
|
|
328
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$249K
|
-$33.3K
|
-788
|
-11%
|
|
|
329
|
NWAM LLC
Mercer Island,
Washington
|
$245K
|
-$36.1K
|
-853
|
-12%
|
|
|
330
|
Lazard Asset Management
New York
|
$243K
|
–
|
–
|
–
|
|
|
331
|
Evolution Wealth Advisors
Aventura,
Florida
|
$241K
|
–
|
–
|
–
|
|
|
332
|
Retirement Group
San Diego,
California
|
$238K
|
+$1.86K
|
+44
|
+0.8%
|
|
|
333
|
Moors & Cabot
Boston,
Massachusetts
|
$234K
|
-$888
|
-21
|
-0.4%
|
|
|
334
|
Perigon Wealth Management
San Francisco,
California
|
$231K
|
+$3.13K
|
+74
|
+1%
|
|
|
335
|
Trek Financial
Scottsdale,
Arizona
|
$228K
|
+$238K
|
+5,634
|
New
|
|
|
336
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$226K
|
-$11.8K
|
-280
|
-5%
|
|
|
337
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$225K
|
-$16K
|
-379
|
-6%
|
|
|
338
|
Steward Partners Investment Advisory
New York
|
$223K
|
+$1.4K
|
+33
|
+0.6%
|
|
|
339
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$223K
|
+$233K
|
+5,500
|
New
|
|
|
340
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$221K
|
–
|
–
|
–
|
|
|
341
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$221K
|
–
|
–
|
–
|
|
|
342
|
Day & Ennis
Macon,
Georgia
|
$220K
|
+$229K
|
+5,418
|
New
|
|
|
343
|
Alterna Wealth Management
Houston,
Texas
|
$219K
|
+$228K
|
+5,402
|
New
|
|
|
344
|
Crabel Capital Management
Los Angeles,
California
|
$218K
|
-$2M
|
-47,310
|
-90%
|
|
|
345
|
United Maritime Capital
New York
|
$218K
|
-$42.3K
|
-1,000
|
-16%
|
|
|
346
|
FOCUS Wealth Advisors
Houston,
Texas
|
$218K
|
–
|
–
|
–
|
|
|
347
|
ICA Group Wealth Management
Denver,
Colorado
|
$218K
|
+$220K
|
+5,201
|
New
|
|
|
348
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$216K
|
–
|
–
|
–
|
|
|
349
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$214K
|
-$12.4K
|
-293
|
-5%
|
|
|
350
|
Next Capital Management
New York
|
$213K
|
+$19.7K
|
+465
|
+10%
|
|
