|
801
|
My Legacy Advisors
Bend,
Oregon
|
$341K
|
-$321K
|
-2,021
|
-47%
|
|
|
802
|
Curated Wealth Partners
El Segundo,
California
|
$340K
|
–
|
–
|
–
|
|
|
803
|
LPWM LLC
Minneapolis,
Minnesota
|
$339K
|
+$13.2K
|
+83
|
+4%
|
|
|
804
|
Strategic Wealth Partners
Independence,
Ohio
|
$333K
|
+$54.5K
|
+343
|
+17%
|
|
|
805
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$332K
|
–
|
–
|
–
|
|
|
806
|
Sequoia Financial Advisors
Akron,
Ohio
|
$328K
|
-$7.31K
|
-46
|
-2%
|
|
|
807
|
Oldfather Financial Services
Kearney,
Nebraska
|
$325K
|
+$1.75K
|
+11
|
+0.5%
|
|
|
808
|
Derbend Asset Management
Peachtree City,
Georgia
|
$325K
|
+$360K
|
+2,264
|
New
|
|
|
809
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$323K
|
-$13.7K
|
-86
|
-4%
|
|
|
810
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$323K
|
-$13.3K
|
-84
|
-4%
|
|
|
811
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$321K
|
-$227K
|
-1,431
|
-39%
|
|
|
812
|
Boston Partners
Boston,
Massachusetts
|
$321K
|
+$325K
|
+2,047
|
New
|
|
|
813
|
Spire Wealth Management
Mclean,
Virginia
|
$320K
|
-$885K
|
-5,569
|
-71%
|
|
|
814
|
SignalPoint Asset Management
Springfield,
Missouri
|
$319K
|
-$1.43K
|
-9
|
-0.4%
|
|
|
815
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$319K
|
+$353K
|
+2,223
|
New
|
|
|
816
|
Evergreen Capital Management
Bellevue,
Washington
|
$318K
|
-$1.91K
|
-12
|
-0.5%
|
|
|
817
|
Morton Capital Management
Calabasas,
California
|
$315K
|
+$2.06K
|
+13
|
+0.6%
|
|
|
818
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$315K
|
+$62.9K
|
+396
|
+22%
|
|
|
819
|
TFC Financial Management
Boston,
Massachusetts
|
$313K
|
-$43.7K
|
-275
|
-11%
|
|
|
820
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$312K
|
-$164K
|
-1,031
|
-32%
|
|
|
821
|
Private Trust Company
Cleveland,
Ohio
|
$312K
|
-$635
|
-4
|
-0.2%
|
|
|
822
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$310K
|
+$76.9K
|
+484
|
+29%
|
|
|
823
|
Voya Financial Advisors
Windsor,
Connecticut
|
$308K
|
+$318
|
+2
|
+0.1%
|
|
|
824
|
ML&R Wealth Management
Austin,
Texas
|
$308K
|
+$341K
|
+2,146
|
New
|
|
|
825
|
Westover Capital Advisors
Wilmington,
Delaware
|
$307K
|
-$32.4K
|
-204
|
-9%
|
|
