|
501
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$336K
|
-$123K
|
-1,201
|
-26%
|
|
|
502
|
GDS Wealth Management
Flower Mound,
Texas
|
$334K
|
+$341K
|
+3,342
|
New
|
|
|
503
|
Parallel Advisors
San Francisco,
California
|
$333K
|
+$10.1K
|
+99
|
+3%
|
|
|
504
|
Foundry Financial
Pasadena,
California
|
$331K
|
+$38K
|
+372
|
+13%
|
|
|
505
|
First Trust Advisors
Wheaton,
Illinois
|
$330K
|
+$31.1K
|
+305
|
+10%
|
|
|
506
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$327K
|
+$6.84K
|
+67
|
+2%
|
|
|
507
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$323K
|
-$19.4K
|
-190
|
-6%
|
|
|
508
|
Keel Point
Huntsville,
Alabama
|
$310K
|
-$9.79K
|
-96
|
-3%
|
|
|
509
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$309K
|
+$315K
|
+3,092
|
New
|
|
|
510
|
JDH Wealth Management
Santa Rosa,
California
|
$309K
|
-$6.22K
|
-61
|
-2%
|
|
|
511
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$309K
|
+$2.45K
|
+24
|
+0.8%
|
|
|
512
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$306K
|
–
|
–
|
–
|
|
|
513
|
Sage Rhino Capital
Menlo Park,
California
|
$306K
|
+$102
|
+1
|
+0%
|
|
|
514
|
Atria Investments
Charlotte,
North Carolina
|
$304K
|
-$1.49M
|
-14,568
|
-83%
|
|
|
515
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$302K
|
-$87.8K
|
-860
|
-22%
|
|
|
516
|
First National Bank of Omaha
Omaha,
Nebraska
|
$295K
|
+$312K
|
+3,055
|
New
|
|
|
517
|
Avidian Wealth Enterprises
Houston,
Texas
|
$292K
|
+$408
|
+4
|
+0.1%
|
|
|
518
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$287K
|
-$17.3K
|
-170
|
-6%
|
|
|
519
|
Echo Wealth Management
Plymouth,
Minnesota
|
$286K
|
+$292K
|
+2,862
|
New
|
|
|
520
|
BFI Wealth Solutions
Dallas,
Texas
|
$281K
|
-$204
|
-2
|
-0.1%
|
|
|
521
|
RVW Wealth
Los Angeles,
California
|
$281K
|
–
|
–
|
–
|
|
|
522
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$281K
|
–
|
–
|
–
|
|
|
523
|
Custom Index Systems
New York
|
$276K
|
+$282K
|
+2,761
|
New
|
|
|
524
|
Capital Group Private Client Services
Los Angeles,
California
|
$273K
|
+$279K
|
+2,732
|
New
|
|
|
525
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$272K
|
–
|
–
|
–
|
|
