|
1101
|
Serenity Investment Advisors
Chicago,
Illinois
|
$300K
|
–
|
–
|
–
|
|
|
1102
|
Capital Advantage
Walnut Creek,
California
|
$296K
|
+$285K
|
+2,489
|
New
|
|
|
1103
|
Brown Brothers Harriman & Co
New York
|
$295K
|
+$343
|
+3
|
+0.1%
|
|
|
1104
|
Goepper Burkhardt
Greenville,
South Carolina
|
$294K
|
–
|
–
|
–
|
|
|
1105
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$293K
|
+$1.72K
|
+15
|
+0.6%
|
|
|
1106
|
Mainsail Asset Management
Birmingham,
Alabama
|
$292K
|
–
|
–
|
–
|
|
|
1107
|
Colonial Trust
Spartanburg,
South Carolina
|
$291K
|
–
|
–
|
–
|
|
|
1108
|
Allspring Global Investments
Charlotte,
North Carolina
|
$291K
|
+$279K
|
+2,440
|
+5,951%
|
|
|
1109
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$291K
|
+$36.2K
|
+317
|
+15%
|
|
|
1110
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$289K
|
–
|
–
|
–
|
|
|
1111
|
Gryphon Financial Partners
Columbus,
Ohio
|
$288K
|
-$770K
|
-6,738
|
-74%
|
|
|
1112
|
CIBC World Market
Toronto,
Ontario, Canada
|
$286K
|
-$16.8K
|
-147
|
-6%
|
|
|
1113
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$286K
|
-$7.89K
|
-69
|
-3%
|
|
|
1114
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$285K
|
–
|
–
|
–
|
|
|
1115
|
Red Door Wealth Management
Memphis,
Tennessee
|
$284K
|
–
|
–
|
–
|
|
|
1116
|
North Star Asset Management
Neenah,
Wisconsin
|
$283K
|
+$32.9K
|
+288
|
+14%
|
|
|
1117
|
Rossby Financial
Melbourne,
Florida
|
$280K
|
+$23.3K
|
+204
|
+9%
|
|
|
1118
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$280K
|
-$17.7K
|
-155
|
-6%
|
|
|
1119
|
Sherman Asset Management
Ventura,
California
|
$279K
|
-$301K
|
-2,629
|
-53%
|
|
|
1120
|
Calamos Advisors
Naperville,
Illinois
|
$277K
|
–
|
–
|
–
|
|
|
1121
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$275K
|
-$3.77K
|
-33
|
-1%
|
|
|
1122
|
Carroll Advisory Group
Texarkana,
Texas
|
$274K
|
+$114
|
+1
|
+0%
|
|
|
1123
|
Brighton Jones LLC
Seattle,
Washington
|
$273K
|
+$263K
|
+2,298
|
New
|
|
|
1124
|
Insight Wealth Strategies
San Ramon,
California
|
$271K
|
+$343
|
+3
|
+0.1%
|
|
|
1125
|
Golden Reserve Retirement
Dublin,
Ohio
|
$269K
|
+$258K
|
+2,258
|
New
|
|
