|
301
|
J.W. Cole Advisors
Tampa,
Florida
|
$829K
|
-$1.66K
|
-12
|
-0.2%
|
|
|
302
|
Arete Wealth Advisors
Chicago,
Illinois
|
$820K
|
+$143K
|
+1,033
|
+22%
|
|
|
303
|
SouthState Corp
Winter Haven,
Florida
|
$810K
|
-$77.6K
|
-560
|
-9%
|
|
|
304
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$799K
|
–
|
–
|
–
|
|
|
305
|
World Investment Advisors
Santa Barbara,
California
|
$796K
|
-$3.74K
|
-27
|
-0.5%
|
|
|
306
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$794K
|
-$38.4K
|
-277
|
-5%
|
|
|
307
|
Choreo LLC
Rockford,
Illinois
|
$787K
|
-$28.5K
|
-206
|
-4%
|
|
|
308
|
Investment Partners
New Philadelphia,
Ohio
|
$784K
|
-$26K
|
-188
|
-3%
|
|
|
309
|
Cary Street Partners
Richmond,
Virginia
|
$782K
|
-$20.6K
|
-149
|
-3%
|
|
|
310
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$772K
|
–
|
–
|
–
|
|
|
311
|
Root Financial Partners
Encinitas,
California
|
$770K
|
+$331K
|
+2,392
|
+79%
|
|
|
312
|
Rockbridge Investment Management
Syracuse,
New York
|
$767K
|
-$10.4K
|
-75
|
-1%
|
|
|
313
|
SilverOak Wealth Management
Edina,
Minnesota
|
$759K
|
+$138
|
+1
|
+0%
|
|
|
314
|
Liberty Capital Management
Birmingham,
Michigan
|
$750K
|
-$2.77K
|
-20
|
-0.4%
|
|
|
315
|
DGS Capital Management
Jersey City,
New Jersey
|
$743K
|
+$43.2K
|
+312
|
+6%
|
|
|
316
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$743K
|
–
|
–
|
–
|
|
|
317
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$737K
|
-$175K
|
-1,266
|
-20%
|
|
|
318
|
Brighton Jones LLC
Seattle,
Washington
|
$733K
|
+$19K
|
+137
|
+3%
|
|
|
319
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$733K
|
-$138
|
-1
|
-0%
|
|
|
320
|
BWM Planning
The Woodlands,
Texas
|
$732K
|
–
|
–
|
–
|
|
|
321
|
M&T Bank
Buffalo,
New York
|
$722K
|
-$2.22K
|
-16
|
-0.3%
|
|
|
322
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$715K
|
-$16.5K
|
-119
|
-2%
|
|
|
323
|
Private Trust Company
Cleveland,
Ohio
|
$711K
|
-$277
|
-2
|
-0%
|
|
|
324
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$710K
|
-$70.9K
|
-512
|
-9%
|
|
|
325
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$709K
|
+$689K
|
+4,972
|
New
|
|
