|
301
|
Sterling Group Wealth Management
Pasadena,
California
|
$245K
|
–
|
–
|
–
|
|
|
302
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$244K
|
-$9.01K
|
-50
|
-4%
|
|
|
303
|
Sequoia Financial Advisors
Akron,
Ohio
|
$244K
|
+$233K
|
+1,291
|
New
|
|
|
304
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$242K
|
-$54.4K
|
-302
|
-19%
|
|
|
305
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$238K
|
-$137K
|
-761
|
-38%
|
|
|
306
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$236K
|
-$1.26K
|
-7
|
-0.6%
|
|
|
307
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$236K
|
+$1.98K
|
+11
|
+0.9%
|
|
|
308
|
Lodestar Private Asset Management
Alamo,
California
|
$236K
|
–
|
–
|
–
|
|
|
309
|
Optivise Advisory Services
Franklin,
Tennessee
|
$235K
|
+$1.08K
|
+6
|
+0.5%
|
|
|
310
|
BOK Financial Private Wealth
Denver,
Colorado
|
$231K
|
-$540
|
-3
|
-0.2%
|
|
|
311
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
312
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$226K
|
+$216K
|
+1,200
|
New
|
|
|
313
|
Kingswood Wealth Advisors
San Diego,
California
|
$222K
|
-$401K
|
-2,226
|
-65%
|
|
|
314
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$222K
|
-$16.2K
|
-90
|
-7%
|
|
|
315
|
Tull Financial Group
Chesapeake,
Virginia
|
$222K
|
-$838K
|
-4,652
|
-80%
|
|
|
316
|
Koshinski Asset Management
Decatur,
Illinois
|
$218K
|
+$208K
|
+1,156
|
New
|
|
|
317
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$218K
|
+$900
|
+5
|
+0.4%
|
|
|
318
|
Titleist Asset Management
San Antonio,
Texas
|
$217K
|
–
|
–
|
–
|
|
|
319
|
|
$217K
|
-$88.1K
|
-489
|
-30%
|
|
|
320
|
Realta Investment Advisors
Wilmington,
Delaware
|
$216K
|
-$360
|
-2
|
-0.2%
|
|
|
321
|
Verus Capital Partners
Scottsdale,
Arizona
|
$215K
|
-$35.1K
|
-195
|
-15%
|
|
|
322
|
TrueWealth Advisors
Birmingham,
Alabama
|
$214K
|
–
|
–
|
–
|
|
|
323
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$213K
|
+$204K
|
+1,131
|
New
|
|
|
324
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$213K
|
+$203K
|
+1,127
|
New
|
|
|
325
|
Savvy Advisors Inc
New York
|
$212K
|
+$203K
|
+1,125
|
New
|
|
