|
676
|
Private Wealth Strategies
New Albany,
Ohio
|
$385K
|
+$1.02K
|
+10
|
+0.3%
|
|
|
677
|
Summit Financial
Parsippany,
New Jersey
|
$378K
|
+$378K
|
+3,692
|
New
|
|
|
678
|
The Family Firm
Bethesda,
Maryland
|
$378K
|
+$1.13K
|
+11
|
+0.3%
|
|
|
679
|
Consolidated Capital Management
Burbank,
California
|
$377K
|
+$4.1K
|
+40
|
+1%
|
|
|
680
|
Independent Financial Group
San Diego,
California
|
$374K
|
-$21.5K
|
-210
|
-5%
|
|
|
681
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$373K
|
-$187K
|
-1,827
|
-33%
|
|
|
682
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$373K
|
-$102
|
-1
|
-0%
|
|
|
683
|
CX Institutional
Auburn,
Indiana
|
$373K
|
+$29K
|
+283
|
+8%
|
|
|
684
|
Avitas Wealth Management
Los Angeles,
California
|
$372K
|
+$2.25K
|
+22
|
+0.6%
|
|
|
685
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$371K
|
-$10.7M
|
-104,911
|
-97%
|
|
|
686
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$369K
|
–
|
–
|
–
|
|
|
687
|
Activest Wealth Management
Aventure,
Florida
|
$368K
|
+$13.4K
|
+131
|
+4%
|
|
|
688
|
Goelzer Investment Management
Carmel,
Indiana
|
$367K
|
-$3.28K
|
-32
|
-0.9%
|
|
|
689
|
SouthState Corp
Winter Haven,
Florida
|
$366K
|
+$196K
|
+1,915
|
+116%
|
|
|
690
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$365K
|
–
|
–
|
–
|
|
|
691
|
M&T Bank
Buffalo,
New York
|
$363K
|
-$144K
|
-1,409
|
-28%
|
|
|
692
|
Delta Investment Management
San Francisco,
California
|
$357K
|
-$9.32K
|
-91
|
-3%
|
|
|
693
|
Clare Market Investments
Dallas,
Texas
|
$354K
|
+$87.3K
|
+852
|
+33%
|
|
|
694
|
Kestra Private Wealth Services
Austin,
Texas
|
$354K
|
+$19.8K
|
+193
|
+6%
|
|
|
695
|
9258 Wealth Management
Blue Ash,
Ohio
|
$349K
|
-$486K
|
-4,746
|
-58%
|
|
|
696
|
Argent Trust Co
Nashville,
Tennessee
|
$349K
|
–
|
–
|
–
|
|
|
697
|
Zacks Investment Management
Chicago,
Illinois
|
$348K
|
+$348K
|
+3,396
|
New
|
|
|
698
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$346K
|
-$16.3K
|
-159
|
-4%
|
|
|
699
|
Vontobel Holding
Zurich,
Switzerland
|
$345K
|
+$160K
|
+1,560
|
+86%
|
|
|
700
|
Secure Asset Management
Troy,
Michigan
|
$345K
|
+$345K
|
+3,366
|
New
|
|
