|
551
|
Donaldson Capital Management
Evansville,
Indiana
|
$365K
|
–
|
–
|
–
|
|
|
552
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$363K
|
–
|
–
|
–
|
|
|
553
|
XY Planning Network
Bozeman,
Montana
|
$360K
|
+$17.9K
|
+203
|
+5%
|
|
|
554
|
Simplicity Wealth
Summit,
New Jersey
|
$359K
|
+$348K
|
+3,951
|
New
|
|
|
555
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$356K
|
+$346K
|
+3,926
|
New
|
|
|
556
|
Orin Green Financial
San Diego,
California
|
$355K
|
–
|
–
|
–
|
|
|
557
|
Core Wealth Management
Jupiter,
Florida
|
$355K
|
–
|
–
|
–
|
|
|
558
|
WBH Advisory
Baltimore,
Maryland
|
$353K
|
+$10.2K
|
+116
|
+3%
|
|
|
559
|
Oak Harvest Investment Services
Houston,
Texas
|
$347K
|
+$336K
|
+3,822
|
New
|
|
|
560
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$347K
|
–
|
–
|
–
|
|
|
561
|
Emergent Wealth Advisors
Williamsville,
New York
|
$342K
|
+$7.83K
|
+89
|
+2%
|
|
|
562
|
Brewster Financial Planning
Brooklyn,
New York
|
$342K
|
-$5.02K
|
-57
|
-1%
|
|
|
563
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$339K
|
-$10.3K
|
-117
|
-3%
|
|
|
564
|
Portfolio Strategies
Monsey,
New York
|
$339K
|
-$13.3M
|
-151,492
|
-98%
|
|
|
565
|
Midwest Trust
Overland Park,
Kansas
|
$338K
|
–
|
–
|
–
|
|
|
566
|
|
$338K
|
+$704
|
+8
|
+0.2%
|
|
|
567
|
NBC Securities
Birmingham,
Alabama
|
$334K
|
+$76K
|
+864
|
+31%
|
|
|
568
|
Northern Trust
Chicago,
Illinois
|
$334K
|
-$647K
|
-7,353
|
-67%
|
|
|
569
|
Capital Investment Advisors
Atlanta,
Georgia
|
$333K
|
-$18K
|
-205
|
-5%
|
|
|
570
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$330K
|
-$10.4K
|
-118
|
-3%
|
|
|
571
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$327K
|
–
|
–
|
–
|
|
|
572
|
One Wealth Advisors
San Francisco,
California
|
$327K
|
–
|
–
|
–
|
|
|
573
|
McNaughton Wealth Management
San Diego,
California
|
$326K
|
–
|
–
|
–
|
|
|
574
|
Range Financial Group
Tigard,
Oregon
|
$324K
|
-$8.89K
|
-101
|
-3%
|
|
|
575
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$323K
|
+$15.8K
|
+180
|
+5%
|
|
