|
326
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.23M
|
+$60.2K
|
+1,394
|
+5%
|
|
|
327
|
Avantax Advisory Services
Dallas,
Texas
|
$1.23M
|
+$33.2K
|
+768
|
+3%
|
|
|
328
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$1.2M
|
+$1.2M
|
+27,678
|
New
|
|
|
329
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.2M
|
–
|
–
|
–
|
|
|
330
|
SOL Capital Management
Rockville,
Maryland
|
$1.19M
|
-$56.1K
|
-1,300
|
-5%
|
|
|
331
|
Kaizen Financial Strategies
Campbell,
California
|
$1.19M
|
-$57.1K
|
-1,322
|
-5%
|
|
|
332
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$1.18M
|
-$87.8K
|
-2,032
|
-7%
|
|
|
333
|
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
|
$1.17M
|
+$1.12M
|
+25,820
|
New
|
|
|
334
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$1.16M
|
+$7.77K
|
+180
|
+0.7%
|
|
|
335
|
Community Bank
Dewitt,
New York
|
$1.16M
|
+$10.8K
|
+250
|
+1%
|
|
|
336
|
Grassi Investment Management
Santa Clara,
California
|
$1.15M
|
+$164K
|
+3,796
|
+18%
|
|
|
337
|
Creative Planning
Overland Park,
Kansas
|
$1.15M
|
+$13K
|
+300
|
+1%
|
|
|
338
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$1.15M
|
+$1.13M
|
+26,198
|
New
|
|
|
339
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.14M
|
+$1.19M
|
+27,572
|
New
|
|
|
340
|
Rockland Trust
Hanover,
Massachusetts
|
$1.14M
|
-$80.6K
|
-1,866
|
-7%
|
|
|
341
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.13M
|
+$173
|
+4
|
+0%
|
|
|
342
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.13M
|
+$506K
|
+11,724
|
+88%
|
|
|
343
|
TIAA FSB
Jacksonville,
Florida
|
$1.13M
|
-$12.1K
|
-280
|
-1%
|
|
|
344
|
Fidelity Investments
Boston,
Massachusetts
|
$1.11M
|
+$55.7K
|
+1,290
|
+6%
|
|
|
345
|
Evoke Wealth
Los Angeles,
California
|
$1.08M
|
+$447K
|
+10,350
|
+77%
|
|
|
346
|
BigSur Wealth Management
Miami,
Florida
|
$1.08M
|
+$250K
|
+5,780
|
+32%
|
|
|
347
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.07M
|
-$197K
|
-4,552
|
-16%
|
|
|
348
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.07M
|
+$202K
|
+4,672
|
+25%
|
|
|
349
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.07M
|
+$67.5K
|
+1,564
|
+7%
|
|
|
350
|
J.W. Burns & Co
Dewitt,
New York
|
$1.05M
|
+$6.48K
|
+150
|
+0.7%
|
|
