|
326
|
Joel Isaacson & Co
New York
|
$667K
|
+$140K
|
+1,549
|
+27%
|
|
|
327
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$662K
|
-$452
|
-5
|
-0.1%
|
|
|
328
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$659K
|
+$2.89K
|
+32
|
+0.4%
|
|
|
329
|
Crux Wealth Advisors
Long Beach,
California
|
$654K
|
-$609K
|
-6,730
|
-48%
|
|
|
330
|
Insight Wealth Strategies
San Ramon,
California
|
$648K
|
+$633
|
+7
|
+0.1%
|
|
|
331
|
Parker Financial
Silverdale,
Washington
|
$644K
|
-$5.33K
|
-59
|
-0.8%
|
|
|
332
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$629K
|
+$61.2K
|
+677
|
+11%
|
|
|
333
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$610K
|
+$603K
|
+6,672
|
New
|
|
|
334
|
Cozad Asset Management
Champaign,
Illinois
|
$605K
|
+$271
|
+3
|
+0%
|
|
|
335
|
HUB Investment Partners
Austin,
Texas
|
$600K
|
-$79.1K
|
-875
|
-12%
|
|
|
336
|
Merit Financial Group
Alpharetta,
Georgia
|
$581K
|
+$21.3K
|
+235
|
+4%
|
|
|
337
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$575K
|
+$568K
|
+6,285
|
New
|
|
|
338
|
J.W. Cole Advisors
Tampa,
Florida
|
$574K
|
-$1.26M
|
-13,954
|
-65%
|
|
|
339
|
GTS Securities
Miami,
Florida
|
$566K
|
+$94.3K
|
+1,043
|
+20%
|
|
|
340
|
NBC Securities
Birmingham,
Alabama
|
$566K
|
-$30.7K
|
-340
|
-5%
|
|
|
341
|
Ballast Financial Advisors
West Chester,
Pennsylvania
|
$552K
|
+$546K
|
+6,039
|
New
|
|
|
342
|
Lafayette Investments
Ashton,
Maryland
|
$550K
|
+$21.1K
|
+233
|
+4%
|
|
|
343
|
City State Bank
Norwalk,
Iowa
|
$549K
|
–
|
–
|
–
|
|
|
344
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$544K
|
+$11.9K
|
+132
|
+2%
|
|
|
345
|
Net Worth Advisory Group
Sandy,
Utah
|
$527K
|
+$521K
|
+5,759
|
New
|
|
|
346
|
Perigon Wealth Management
San Francisco,
California
|
$524K
|
-$16.5K
|
-183
|
-3%
|
|
|
347
|
Kaydan Wealth Management
Fenton,
Michigan
|
$518K
|
+$19.2K
|
+212
|
+4%
|
|
|
348
|
Affinity Capital Advisors
Berkeley,
California
|
$516K
|
+$12.9K
|
+143
|
+3%
|
|
|
349
|
Evergreen Capital Management
Bellevue,
Washington
|
$503K
|
–
|
–
|
–
|
|
|
350
|
Davenport & Co
Richmond,
Virginia
|
$499K
|
+$1.81K
|
+20
|
+0.4%
|
|
