|
701
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$221K
|
–
|
–
|
–
|
|
|
702
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$220K
|
–
|
–
|
–
|
|
|
703
|
Marcum Wealth
Cleveland,
Ohio
|
$220K
|
-$486
|
-2
|
-0.2%
|
|
|
704
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$220K
|
+$216K
|
+887
|
New
|
|
|
705
|
Allworth Financial
Folsom,
California
|
$219K
|
+$10.5K
|
+43
|
+5%
|
|
|
706
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$219K
|
+$216K
|
+890
|
New
|
|
|
707
|
Tudor Investment Corp
Stamford,
Connecticut
|
$218K
|
-$10.2M
|
-42,115
|
-98%
|
|
|
708
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$218K
|
–
|
–
|
–
|
|
|
709
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$214K
|
-$8.51K
|
-35
|
-4%
|
|
|
710
|
Sweeney & Michel
Chico,
California
|
$214K
|
–
|
–
|
–
|
|
|
711
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$213K
|
-$57.1K
|
-235
|
-21%
|
|
|
712
|
HUB Investment Partners
Austin,
Texas
|
$213K
|
+$211K
|
+867
|
New
|
|
|
713
|
Howe & Rusling
Rochester,
New York
|
$211K
|
+$56.7K
|
+233
|
+37%
|
|
|
714
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$211K
|
-$189K
|
-779
|
-48%
|
|
|
715
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
716
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$210K
|
+$6.08K
|
+25
|
+3%
|
|
|
717
|
Black Point Wealth Management
Naples,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
718
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$208K
|
+$11.9K
|
+49
|
+6%
|
|
|
719
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$207K
|
-$331K
|
-1,360
|
-62%
|
|
|
720
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$206K
|
–
|
–
|
–
|
|
|
721
|
Red Lighthouse Investment Management
New York
|
$206K
|
–
|
–
|
–
|
|
|
722
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$204K
|
–
|
–
|
–
|
|
|
723
|
Klingman & Associates
New York
|
$202K
|
–
|
–
|
–
|
|
|
724
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$201K
|
–
|
–
|
–
|
|
|
725
|
Oakwell Private Wealth Management
Austin,
Texas
|
$201K
|
–
|
–
|
–
|
|
