|
401
|
Callan Family Office
Radnor,
Pennsylvania
|
$685K
|
–
|
–
|
–
|
|
|
402
|
Summit Trail Advisors
New York
|
$685K
|
+$630K
|
+10,000
|
New
|
|
|
403
|
Dixon Fnancial Services
Lafayette,
California
|
$679K
|
+$37.4K
|
+594
|
+6%
|
|
|
404
|
Orion Capital Management
Coronado,
California
|
$666K
|
+$89.1K
|
+1,415
|
+17%
|
|
|
405
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$661K
|
+$81.7K
|
+1,297
|
+16%
|
|
|
406
|
Flagstar Advisors
New York
|
$656K
|
+$78.9K
|
+1,253
|
+15%
|
|
|
407
|
Lion Street Advisors
Austin,
Texas
|
$639K
|
+$42.4K
|
+673
|
+8%
|
|
|
408
|
Sunpointe
St. Louis,
Missouri
|
$638K
|
-$12.8K
|
-204
|
-2%
|
|
|
409
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$632K
|
-$278K
|
-4,417
|
-32%
|
|
|
410
|
Ausdal Financial Partners
Davenport,
Iowa
|
$627K
|
-$71.9K
|
-1,141
|
-11%
|
|
|
411
|
Friday Financial
Dubuque,
Iowa
|
$621K
|
+$571K
|
+9,063
|
New
|
|
|
412
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$618K
|
-$10.4K
|
-165
|
-2%
|
|
|
413
|
BOK Financial
Tulsa,
Oklahoma
|
$615K
|
+$540K
|
+8,573
|
+2,143%
|
|
|
414
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$612K
|
-$13.9K
|
-221
|
-2%
|
|
|
415
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$607K
|
–
|
–
|
–
|
|
|
416
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$602K
|
-$2.49M
|
-39,474
|
-82%
|
|
|
417
|
Clear Creek Financial Management
Silverdale,
Washington
|
$576K
|
+$235K
|
+3,733
|
+80%
|
|
|
418
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$570K
|
+$139K
|
+2,213
|
+36%
|
|
|
419
|
Vanguard Group
Malvern,
Pennsylvania
|
$569K
|
-$12.8K
|
-204
|
-2%
|
|
|
420
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$559K
|
+$166K
|
+2,637
|
+48%
|
|
|
421
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$558K
|
+$240K
|
+3,818
|
+88%
|
|
|
422
|
Truist Financial
Charlotte,
North Carolina
|
$538K
|
+$153K
|
+2,428
|
+45%
|
|
|
423
|
XY Planning Network
Bozeman,
Montana
|
$531K
|
+$231K
|
+3,663
|
+90%
|
|
|
424
|
Cloud Capital Management
Seattle,
Washington
|
$523K
|
+$276K
|
+4,376
|
+138%
|
|
|
425
|
Freedom Investment Management
Hartford,
Connecticut
|
$521K
|
+$13.6K
|
+216
|
+3%
|
|
