|
451
|
Crown Wealth Group
Charlotte,
North Carolina
|
$640K
|
+$25K
|
+551
|
+5%
|
|
|
452
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$638K
|
+$550K
|
+12,109
|
New
|
|
|
453
|
Strategic Financial Concepts
San Antonio,
Texas
|
$636K
|
-$2.29M
|
-50,462
|
-81%
|
|
|
454
|
Castleview Partners
Dallas,
Texas
|
$634K
|
+$546K
|
+12,024
|
New
|
|
|
455
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$608K
|
-$129K
|
-2,844
|
-20%
|
|
|
456
|
Callan Family Office
Radnor,
Pennsylvania
|
$604K
|
+$520K
|
+11,456
|
New
|
|
|
457
|
LexAurum Advisors
Overland Park,
Kansas
|
$600K
|
–
|
–
|
–
|
|
|
458
|
Cooper Financial Group
Irvine,
California
|
$594K
|
-$56K
|
-1,233
|
-10%
|
|
|
459
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$585K
|
+$504K
|
+11,088
|
New
|
|
|
460
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$583K
|
-$164K
|
-3,616
|
-25%
|
|
|
461
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$582K
|
+$502K
|
+11,047
|
New
|
|
|
462
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$582K
|
+$95.1K
|
+2,093
|
+23%
|
|
|
463
|
Parkway Wealth Management
Plano,
Texas
|
$579K
|
-$183K
|
-4,028
|
-27%
|
|
|
464
|
Kestra Investment Management
Austin,
Texas
|
$574K
|
+$494K
|
+10,881
|
New
|
|
|
465
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$567K
|
–
|
–
|
–
|
|
|
466
|
Leavell Investment Management
Mobile,
Alabama
|
$561K
|
+$483K
|
+10,636
|
New
|
|
|
467
|
Harborfront Financial Group
Ludington,
Michigan
|
$560K
|
+$483K
|
+10,627
|
New
|
|
|
468
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$558K
|
+$481K
|
+10,586
|
New
|
|
|
469
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$532K
|
-$84.7K
|
-1,864
|
-16%
|
|
|
470
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
$531K
|
+$458K
|
+10,079
|
New
|
|
|
471
|
Spinnaker Investment Group
Newport Beach,
California
|
$530K
|
+$457K
|
+10,055
|
New
|
|
|
472
|
Blue Capital Inc
Omaha,
Nebraska
|
$529K
|
-$135K
|
-2,965
|
-23%
|
|
|
473
|
Lockerman Financial Group
Newport Beach,
California
|
$528K
|
+$30.9K
|
+680
|
+7%
|
|
|
474
|
Advisory Solutions Group
Plymouth,
Minnesota
|
$525K
|
+$452K
|
+9,957
|
New
|
|
|
475
|
Fidelity Investments
Boston,
Massachusetts
|
$516K
|
+$231K
|
+5,083
|
+108%
|
|
