|
401
|
Worthington Financial Partners
Worthington,
Ohio
|
$601K
|
+$630K
|
+8,405
|
New
|
|
|
402
|
Kaizen Financial Strategies
Campbell,
California
|
$599K
|
+$1.8K
|
+24
|
+0.3%
|
|
|
403
|
Intellectus Partners
San Francisco,
California
|
$587K
|
+$26.8K
|
+358
|
+5%
|
|
|
404
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$586K
|
-$1.55M
|
-20,680
|
-72%
|
|
|
405
|
Fiduciary Trust
Boston,
Massachusetts
|
$585K
|
+$111K
|
+1,475
|
+22%
|
|
|
406
|
Balance Wealth
Delaware,
Ohio
|
$573K
|
+$19K
|
+253
|
+3%
|
|
|
407
|
Rye Brook Capital
Greenwich,
Connecticut
|
$572K
|
–
|
–
|
–
|
|
|
408
|
IEQ Capital
Foster City,
California
|
$572K
|
+$138K
|
+1,837
|
+30%
|
|
|
409
|
R.M. Davis Inc
Portland,
Maine
|
$569K
|
–
|
–
|
–
|
|
|
410
|
Northwest Financial Advisors
Herndon,
Virginia
|
$564K
|
-$514K
|
-6,859
|
-46%
|
|
|
411
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$563K
|
-$168K
|
-2,243
|
-22%
|
|
|
412
|
Westshore Wealth
Newport Beach,
California
|
$555K
|
-$10.2K
|
-136
|
-2%
|
|
|
413
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$547K
|
-$196K
|
-2,619
|
-25%
|
|
|
414
|
KFG Wealth Management
Granger,
Indiana
|
$544K
|
+$60K
|
+801
|
+12%
|
|
|
415
|
Maridea Wealth Management
Brooklyn,
New York
|
$537K
|
+$7.57K
|
+101
|
+1%
|
|
|
416
|
Focus Financial Network
Minneapolis,
Minnesota
|
$534K
|
+$50K
|
+667
|
+10%
|
|
|
417
|
Vivaldi Capital Management
Chicago,
Illinois
|
$532K
|
+$29.9K
|
+399
|
+6%
|
|
|
418
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$529K
|
-$119K
|
-1,584
|
-18%
|
|
|
419
|
|
$528K
|
+$523K
|
+6,976
|
+1,665%
|
|
|
420
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$526K
|
+$551K
|
+7,359
|
New
|
|
|
421
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$525K
|
+$364K
|
+4,862
|
+195%
|
|
|
422
|
Atomi Financial Group
New York
|
$522K
|
-$392K
|
-5,230
|
-42%
|
|
|
423
|
Commerce Bank
Kansas City,
Missouri
|
$522K
|
–
|
–
|
–
|
|
|
424
|
Cozad Asset Management
Champaign,
Illinois
|
$521K
|
+$75
|
+1
|
+0%
|
|
|
425
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$519K
|
+$90.8K
|
+1,212
|
+20%
|
|
