|
401
|
Trek Financial
Scottsdale,
Arizona
|
$289K
|
-$21.1K
|
-343
|
-7%
|
|
|
402
|
MGO One Seven
Beachwood,
Ohio
|
$289K
|
+$290K
|
+4,725
|
New
|
|
|
403
|
Park Avenue Securities
New York
|
$288K
|
+$62.5K
|
+1,016
|
+28%
|
|
|
404
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$287K
|
+$288K
|
+4,677
|
New
|
|
|
405
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$285K
|
+$615
|
+10
|
+0.2%
|
|
|
406
|
AllSquare Wealth Management
Albany,
New York
|
$283K
|
+$28.3K
|
+460
|
+11%
|
|
|
407
|
Bank of Hawaii
Honolulu,
Hawaii
|
$278K
|
–
|
–
|
–
|
|
|
408
|
Bay Colony Advisors
Concord,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
409
|
Prudent Man Advisors
Naperville,
Illinois
|
$272K
|
–
|
–
|
–
|
|
|
410
|
Zhang Financial
Portage,
Michigan
|
$270K
|
–
|
–
|
–
|
|
|
411
|
Parkside Advisors
Berkeley,
California
|
$268K
|
-$511K
|
-8,306
|
-66%
|
|
|
412
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$267K
|
-$3.26K
|
-53
|
-1%
|
|
|
413
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$267K
|
+$307
|
+5
|
+0.1%
|
|
|
414
|
Independent Wealth Network
Urbandale,
Iowa
|
$260K
|
+$261K
|
+4,243
|
New
|
|
|
415
|
KeyBank National Association
Cleveland,
Ohio
|
$259K
|
–
|
–
|
–
|
|
|
416
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$258K
|
–
|
–
|
–
|
|
|
417
|
US Bancorp
Minneapolis,
Minnesota
|
$258K
|
+$14.9K
|
+243
|
+6%
|
|
|
418
|
TIAA Kaspick
Boston,
Massachusetts
|
$256K
|
-$108K
|
-1,750
|
-30%
|
|
|
419
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$255K
|
-$10K
|
-163
|
-4%
|
|
|
420
|
Parallel Advisors
San Francisco,
California
|
$253K
|
–
|
–
|
–
|
|
|
421
|
Studio Investment Management
Chicago,
Illinois
|
$252K
|
+$253K
|
+4,110
|
New
|
|
|
422
|
Corrigan Financial
Middletown,
Rhode Island
|
$251K
|
+$39K
|
+635
|
+18%
|
|
|
423
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$250K
|
-$30.7K
|
-499
|
-11%
|
|
|
424
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$248K
|
+$249K
|
+4,044
|
New
|
|
|
425
|
Patten Group
Chattanooga,
Tennessee
|
$247K
|
+$247K
|
+4,017
|
New
|
|
