|
426
|
XY Planning Network
Bozeman,
Montana
|
$1.5M
|
+$324K
|
+8,749
|
+28%
|
|
|
427
|
G2 Capital Management
Columbus,
Ohio
|
$1.5M
|
+$62.3K
|
+1,680
|
+4%
|
|
|
428
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.49M
|
-$10.8K
|
-292
|
-0.7%
|
|
|
429
|
Global Financial Private Client
Sarasota,
Florida
|
$1.49M
|
+$61K
|
+1,645
|
+4%
|
|
|
430
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.47M
|
+$37.5K
|
+1,011
|
+3%
|
|
|
431
|
Keel Point
Huntsville,
Alabama
|
$1.46M
|
+$60.2K
|
+1,624
|
+4%
|
|
|
432
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$1.45M
|
+$1.41M
|
+38,008
|
New
|
|
|
433
|
Diversify Advisory Services
Sandy,
Utah
|
$1.45M
|
+$1.36M
|
+36,589
|
New
|
|
|
434
|
WMS Group
Folsom,
Louisiana
|
$1.45M
|
+$1.41M
|
+37,923
|
New
|
|
|
435
|
Forum Financial Management
Lombard,
Illinois
|
$1.44M
|
+$60.2K
|
+1,623
|
+4%
|
|
|
436
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$1.44M
|
-$56.7K
|
-1,531
|
-4%
|
|
|
437
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$1.44M
|
+$1.4M
|
+37,676
|
New
|
|
|
438
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$1.43M
|
+$245K
|
+6,600
|
+21%
|
|
|
439
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.41M
|
+$415K
|
+11,201
|
+43%
|
|
|
440
|
Foundry Financial
Pasadena,
California
|
$1.4M
|
+$1.36M
|
+36,658
|
New
|
|
|
441
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.4M
|
+$136K
|
+3,670
|
+11%
|
|
|
442
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$1.38M
|
+$196K
|
+5,279
|
+17%
|
|
|
443
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.37M
|
+$1.33M
|
+35,987
|
New
|
|
|
444
|
Infinity Wealth Counsel
Loveland,
Ohio
|
$1.36M
|
+$91K
|
+2,455
|
+7%
|
|
|
445
|
IFG Advisory
Atlanta,
Georgia
|
$1.33M
|
-$274K
|
-7,394
|
-17%
|
|
|
446
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$1.33M
|
+$10.2K
|
+275
|
+0.8%
|
|
|
447
|
Seneschal Advisors
Tacoma,
Washington
|
$1.32M
|
+$206K
|
+5,548
|
+19%
|
|
|
448
|
Strategent Financial
Harrisonburg,
Virginia
|
$1.3M
|
–
|
–
|
–
|
|
|
449
|
Longview Asset Management (California)
San Rafael,
California
|
$1.3M
|
-$15.5K
|
-418
|
-1%
|
|
|
450
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$1.3M
|
-$76.6K
|
-2,068
|
-6%
|
|
