|
476
|
Creative Planning
Overland Park,
Kansas
|
$925K
|
+$468K
|
+8,438
|
+99%
|
|
|
477
|
Circle Wealth Management
Summit,
New Jersey
|
$914K
|
+$101K
|
+1,820
|
+12%
|
|
|
478
|
Journey Strategic Wealth
Summit,
New Jersey
|
$898K
|
+$69.6K
|
+1,254
|
+8%
|
|
|
479
|
Fidelity Investments
Boston,
Massachusetts
|
$892K
|
+$297K
|
+5,347
|
+49%
|
|
|
480
|
Choreo LLC
Rockford,
Illinois
|
$889K
|
+$465K
|
+8,380
|
+104%
|
|
|
481
|
Inspire Advisors
Meridian,
Idaho
|
$876K
|
-$67K
|
-1,207
|
-7%
|
|
|
482
|
Mutual Advisors
Omaha,
Nebraska
|
$876K
|
-$85.9K
|
-1,548
|
-9%
|
|
|
483
|
Stephens Inc
Little Rock,
Arkansas
|
$863K
|
+$12.7K
|
+229
|
+1%
|
|
|
484
|
Liberty Wealth Management
Oakland,
California
|
$863K
|
+$88.6K
|
+1,597
|
+11%
|
|
|
485
|
One Capital Management
Westlake Village,
California
|
$858K
|
–
|
–
|
–
|
|
|
486
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$857K
|
-$47.2K
|
-850
|
-5%
|
|
|
487
|
Wealthspire Advisors (New York)
New York
|
$853K
|
-$731K
|
-13,166
|
-46%
|
|
|
488
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$849K
|
+$1.39K
|
+25
|
+0.2%
|
|
|
489
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$846K
|
+$68.7K
|
+1,238
|
+9%
|
|
|
490
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$839K
|
+$47.6K
|
+858
|
+6%
|
|
|
491
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$837K
|
-$777
|
-14
|
-0.1%
|
|
|
492
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$832K
|
–
|
–
|
–
|
|
|
493
|
Channel Wealth
Santa Barbara,
California
|
$832K
|
+$72.9K
|
+1,314
|
+9%
|
|
|
494
|
Financial Sense Advisors
San Diego,
California
|
$820K
|
–
|
–
|
–
|
|
|
495
|
Insight Wealth Partners
Plano,
Texas
|
$814K
|
+$285K
|
+5,142
|
+52%
|
|
|
496
|
Beam Wealth Advisors
Covington,
Louisiana
|
$811K
|
+$826K
|
+14,875
|
New
|
|
|
497
|
BNP Paribas Financial Markets
Paris,
France
|
$810K
|
-$1.75M
|
-31,599
|
-68%
|
|
|
498
|
Allie Family Office
Miami,
Florida
|
$805K
|
-$515K
|
-9,285
|
-39%
|
|
|
499
|
Berger Financial Group
Plymouth,
Minnesota
|
$803K
|
+$327K
|
+5,899
|
+67%
|
|
|
500
|
Autumn Glory Partners
Dallas,
Texas
|
$783K
|
-$17.3K
|
-312
|
-2%
|
|
