|
451
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$166K
|
–
|
–
|
–
|
|
|
452
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$164K
|
+$164K
|
+1,525
|
New
|
|
|
453
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$163K
|
+$216
|
+2
|
+0.1%
|
|
|
454
|
Optimum Investment Advisors
Chicago,
Illinois
|
$162K
|
–
|
–
|
–
|
|
|
455
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$162K
|
–
|
–
|
–
|
|
|
456
|
Acima Private Wealth
Richmond,
Virginia
|
$151K
|
–
|
–
|
–
|
|
|
457
|
Bray Capital Advisors
Naples,
Florida
|
$142K
|
–
|
–
|
–
|
|
|
458
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$141K
|
+$141K
|
+1,310
|
New
|
|
|
459
|
Ten Capital Wealth Advisors
Spokane,
Washington
|
$134K
|
–
|
–
|
–
|
|
|
460
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$130K
|
-$64.8K
|
-601
|
-33%
|
|
|
461
|
Credential Qtrade Securities
Vancouver,
|
$128K
|
–
|
–
|
–
|
|
|
462
|
AssetMark Inc
Concord,
California
|
$127K
|
-$8.07M
|
-74,846
|
-98%
|
|
|
463
|
CVA Family Office
Denver,
Colorado
|
$125K
|
+$125K
|
+1,160
|
New
|
|
|
464
|
Meeder Asset Management
Dublin,
Ohio
|
$106K
|
–
|
–
|
–
|
|
|
465
|
Clearview Wealth Advisors
Salem,
Oregon
|
$105K
|
–
|
–
|
–
|
|
|
466
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$105K
|
–
|
–
|
–
|
|
|
467
|
Washington Trust
Westerly,
Rhode Island
|
$102K
|
–
|
–
|
–
|
|
|
468
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$82K
|
–
|
–
|
–
|
|
|
469
|
SouthState Corp
Winter Haven,
Florida
|
$78K
|
–
|
–
|
–
|
|
|
470
|
Kelly Financial Services
Braintree,
Massachusetts
|
$66.1K
|
+$47.3K
|
+439
|
+252%
|
|
|
471
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$65K
|
+$37.7K
|
+350
|
+140%
|
|
|
472
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$60K
|
+$60.3K
|
+559
|
New
|
|
|
473
|
Spectrum Management Group
Indianapolis,
Indiana
|
$57K
|
–
|
–
|
–
|
|
|
474
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$57K
|
+$15.1K
|
+140
|
+36%
|
|
|
475
|
AllSquare Wealth Management
Albany,
New York
|
$54K
|
–
|
–
|
–
|
|
