|
551
|
Charles Schwab
San Francisco,
California
|
$1.97M
|
+$1.15M
|
+11,497
|
+156%
|
|
|
552
|
MAI Capital Management
Independence,
Ohio
|
$1.97M
|
+$362K
|
+3,634
|
+24%
|
|
|
553
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.97M
|
-$36.4K
|
-365
|
-2%
|
|
|
554
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.96M
|
-$180K
|
-1,804
|
-9%
|
|
|
555
|
Ring Mountain Capital
Tiburon,
California
|
$1.96M
|
-$10.3K
|
-103
|
-0.5%
|
|
|
556
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.96M
|
+$80K
|
+803
|
+4%
|
|
|
557
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.95M
|
+$61.5K
|
+618
|
+3%
|
|
|
558
|
|
$1.95M
|
+$230K
|
+2,314
|
+14%
|
|
|
559
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.95M
|
+$294K
|
+2,949
|
+19%
|
|
|
560
|
Inspire Trust Company
Reno,
Nevada
|
$1.94M
|
+$1.5M
|
+15,060
|
+429%
|
|
|
561
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$1.94M
|
+$56.5K
|
+567
|
+3%
|
|
|
562
|
Belpointe Asset Management
Reno,
Nevada
|
$1.94M
|
-$83.7K
|
-840
|
-4%
|
|
|
563
|
HBW Advisory Services
Simi Valley,
California
|
$1.93M
|
-$30.4K
|
-305
|
-2%
|
|
|
564
|
Cresset Asset Management
Chicago,
Illinois
|
$1.93M
|
+$95.2K
|
+956
|
+5%
|
|
|
565
|
Voya Financial Advisors
Windsor,
Connecticut
|
$1.91M
|
+$10.6K
|
+106
|
+0.6%
|
|
|
566
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$1.9M
|
–
|
–
|
–
|
|
|
567
|
|
$1.87M
|
-$1.02M
|
-10,221
|
-36%
|
|
|
568
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$1.87M
|
+$1.78M
|
+17,915
|
New
|
|
|
569
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.87M
|
-$896
|
-9
|
-0.1%
|
|
|
570
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.87M
|
–
|
–
|
–
|
|
|
571
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.85M
|
+$722K
|
+7,245
|
+73%
|
|
|
572
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.84M
|
-$55.6K
|
-558
|
-3%
|
|
|
573
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.82M
|
–
|
–
|
–
|
|
|
574
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$1.82M
|
-$111K
|
-1,111
|
-6%
|
|
|
575
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.81M
|
+$242K
|
+2,432
|
+16%
|
|
