|
501
|
M Holdings Securities
Portland,
Oregon
|
$400K
|
+$380K
|
+11,611
|
New
|
|
|
502
|
AssetMark Inc
Concord,
California
|
$398K
|
-$188K
|
-5,746
|
-33%
|
|
|
503
|
Narus Financial Partners
Salt Lake City,
Utah
|
$398K
|
+$10.1K
|
+307
|
+3%
|
|
|
504
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$397K
|
+$377K
|
+11,495
|
New
|
|
|
505
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$395K
|
–
|
–
|
–
|
|
|
506
|
Optivise Advisory Services
Franklin,
Tennessee
|
$393K
|
+$71.9K
|
+2,194
|
+24%
|
|
|
507
|
Triad Wealth Partners
Lawrence,
Kansas
|
$391K
|
+$371K
|
+11,323
|
New
|
|
|
508
|
Univest Financial
Souderton,
Pennsylvania
|
$388K
|
–
|
–
|
–
|
|
|
509
|
Global Retirement Partners
San Rafael,
California
|
$387K
|
+$367K
|
+11,203
|
New
|
|
|
510
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$383K
|
+$164
|
+5
|
+0%
|
|
|
511
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$380K
|
-$216K
|
-6,598
|
-37%
|
|
|
512
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$378K
|
-$18.4K
|
-561
|
-5%
|
|
|
513
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$374K
|
+$142K
|
+4,348
|
+67%
|
|
|
514
|
Transcend Capital Advisors
Madison,
New Jersey
|
$371K
|
+$352K
|
+10,734
|
New
|
|
|
515
|
Core Wealth Management
Jupiter,
Florida
|
$369K
|
-$1.67K
|
-51
|
-0.5%
|
|
|
516
|
Burney Company
Reston,
Virginia
|
$362K
|
–
|
–
|
–
|
|
|
517
|
Sittner & Nelson
Eugene,
Oregon
|
$357K
|
+$174K
|
+5,311
|
+106%
|
|
|
518
|
Clear Investment Research
Alpharetta,
Georgia
|
$354K
|
-$852
|
-26
|
-0.3%
|
|
|
519
|
AlphaCore Capital
La Jolla,
California
|
$350K
|
–
|
–
|
–
|
|
|
520
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$346K
|
+$21K
|
+642
|
+7%
|
|
|
521
|
KM Capital Management
Austin,
Texas
|
$346K
|
+$43.1K
|
+1,314
|
+15%
|
|
|
522
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$344K
|
+$326K
|
+9,943
|
New
|
|
|
523
|
Longview Financial Advisors
Huntsville,
Alabama
|
$340K
|
-$220K
|
-6,718
|
-41%
|
|
|
524
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$334K
|
-$44K
|
-1,343
|
-12%
|
|
|
525
|
Dixon Fnancial Services
Lafayette,
California
|
$333K
|
+$36.8K
|
+1,122
|
+13%
|
|
