|
501
|
Anson Capital
Tyrone,
Georgia
|
$229K
|
+$240K
|
+1,888
|
New
|
|
|
502
|
WMS Partners
Towson,
Maryland
|
$228K
|
–
|
–
|
–
|
|
|
503
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$226K
|
-$151K
|
-1,188
|
-39%
|
|
|
504
|
LongView Wealth Management
Atlanta,
Georgia
|
$225K
|
-$132K
|
-1,040
|
-36%
|
|
|
505
|
Bogart Wealth LLC
Mclean,
Virginia
|
$224K
|
–
|
–
|
–
|
|
|
506
|
Petix & Botte Financial
La Mesa,
California
|
$224K
|
–
|
–
|
–
|
|
|
507
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$221K
|
+$2.67K
|
+21
|
+1%
|
|
|
508
|
Intellectus Partners
San Francisco,
California
|
$219K
|
+$2.55K
|
+20
|
+1%
|
|
|
509
|
GFS Advisors
Houston,
Texas
|
$218K
|
+$229K
|
+1,800
|
New
|
|
|
510
|
Pure Financial Advisors
San Diego,
California
|
$218K
|
–
|
–
|
–
|
|
|
511
|
Nilsine Partners
Greenwood Village,
Colorado
|
$217K
|
+$227K
|
+1,786
|
New
|
|
|
512
|
Matthew Hamilton Rosenberg
|
$216K
|
–
|
–
|
–
|
|
|
513
|
Drive Wealth Management
Lehi,
Utah
|
$215K
|
+$1.4K
|
+11
|
+0.6%
|
|
|
514
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$212K
|
–
|
–
|
–
|
|
|
515
|
Optimist Retirement Group
Bellevue,
Washington
|
$212K
|
+$1.53K
|
+12
|
+0.7%
|
|
|
516
|
Summit Trail Advisors
New York
|
$211K
|
-$22.5K
|
-177
|
-9%
|
|
|
517
|
Brown Brothers Harriman & Co
New York
|
$210K
|
-$42K
|
-330
|
-16%
|
|
|
518
|
Roberts Wealth Advisors
Palo Alto,
California
|
$207K
|
–
|
–
|
–
|
|
|
519
|
Tumwater Wealth Management
Boise,
Idaho
|
$207K
|
+$217K
|
+1,704
|
New
|
|
|
520
|
Titleist Asset Management
San Antonio,
Texas
|
$206K
|
+$216K
|
+1,695
|
New
|
|
|
521
|
Coppell Advisory Solutions
Coppell,
Texas
|
$204K
|
+$67.2K
|
+528
|
+45%
|
|
|
522
|
Laidlaw Wealth Management
New York City,
New York
|
$204K
|
+$214K
|
+1,681
|
New
|
|
|
523
|
Avantax Planning Partners
Dubuque,
Iowa
|
$202K
|
+$213K
|
+1,669
|
New
|
|
|
524
|
WNY Asset Management
Williamsville,
New York
|
$202K
|
+$213K
|
+1,669
|
New
|
|
|
525
|
Wealthedge Investment Advisors
New York
|
$202K
|
+$212K
|
+1,662
|
New
|
|
