|
901
|
Cardiff Park Advisors
Carlsbad,
California
|
$327K
|
–
|
–
|
–
|
|
|
902
|
Principle Wealth Partners
Madison,
Connecticut
|
$325K
|
+$11K
|
+71
|
+4%
|
|
|
903
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$324K
|
+$310
|
+2
|
+0.1%
|
|
|
904
|
Marco Investment Management
Atlanta,
Georgia
|
$323K
|
–
|
–
|
–
|
|
|
905
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$322K
|
-$122K
|
-789
|
-28%
|
|
|
906
|
Pathway Financial Advisers
Auburn,
Indiana
|
$322K
|
–
|
–
|
–
|
|
|
907
|
Geneos Wealth Management
Englewood,
Colorado
|
$322K
|
+$6.5K
|
+42
|
+2%
|
|
|
908
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$322K
|
–
|
–
|
–
|
|
|
909
|
KPP Advisory Services
Louisville,
Kentucky
|
$322K
|
–
|
–
|
–
|
|
|
910
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$320K
|
-$29.4K
|
-190
|
-9%
|
|
|
911
|
Graver Capital Management
Columbus,
Ohio
|
$320K
|
–
|
–
|
–
|
|
|
912
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$320K
|
–
|
–
|
–
|
|
|
913
|
Allied Private Wealth
Boca Raton,
Florida
|
$320K
|
+$300K
|
+1,934
|
New
|
|
|
914
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$319K
|
+$2.32K
|
+15
|
+0.8%
|
|
|
915
|
Palumbo Wealth Management
Great Neck,
New York
|
$317K
|
-$2.79K
|
-18
|
-0.9%
|
|
|
916
|
Penobscot Investment Management
Boston,
Massachusetts
|
$316K
|
–
|
–
|
–
|
|
|
917
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$314K
|
+$1.08K
|
+7
|
+0.4%
|
|
|
918
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
919
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$313K
|
–
|
–
|
–
|
|
|
920
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$312K
|
-$2.32K
|
-15
|
-0.8%
|
|
|
921
|
Breakwater Capital Group
Paramus,
New Jersey
|
$310K
|
+$97.4K
|
+629
|
+48%
|
|
|
922
|
PDS Planning
Dublin,
Ohio
|
$308K
|
+$2.94K
|
+19
|
+1%
|
|
|
923
|
FORA Capital
Miami,
Florida
|
$307K
|
+$298K
|
+1,923
|
New
|
|
|
924
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$307K
|
–
|
–
|
–
|
|
|
925
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$306K
|
–
|
–
|
–
|
|
