|
376
|
Wealthspan Partners
Davenport,
Iowa
|
$890K
|
-$239K
|
-4,689
|
-22%
|
|
|
377
|
Avidian Wealth Enterprises
Houston,
Texas
|
$890K
|
+$167K
|
+3,275
|
+25%
|
|
|
378
|
Capital Group Private Client Services
Los Angeles,
California
|
$874K
|
–
|
–
|
–
|
|
|
379
|
Roundview Capital
Princeton,
New Jersey
|
$872K
|
+$823K
|
+16,169
|
New
|
|
|
380
|
David Wealth Management
Fairfax,
Virginia
|
$870K
|
-$102K
|
-2,003
|
-11%
|
|
|
381
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$868K
|
+$2.85K
|
+56
|
+0.4%
|
|
|
382
|
Warwick Investment Management
Bryan,
Texas
|
$868K
|
+$3.77K
|
+74
|
+0.5%
|
|
|
383
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$868K
|
–
|
–
|
–
|
|
|
384
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$863K
|
+$11.4K
|
+224
|
+1%
|
|
|
385
|
Silver Oak Advisory Group
Portland,
Oregon
|
$862K
|
+$401K
|
+7,874
|
+97%
|
|
|
386
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$854K
|
+$806K
|
+15,822
|
New
|
|
|
387
|
KeyBank National Association
Cleveland,
Ohio
|
$853K
|
–
|
–
|
–
|
|
|
388
|
Cary Street Partners
Richmond,
Virginia
|
$849K
|
+$289K
|
+5,670
|
+56%
|
|
|
389
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$841K
|
-$13.9K
|
-272
|
-2%
|
|
|
390
|
Fortress Wealth Management
Culver City,
California
|
$836K
|
-$77.7K
|
-1,526
|
-9%
|
|
|
391
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$835K
|
+$20.9K
|
+410
|
+3%
|
|
|
392
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$835K
|
-$94.8K
|
-1,861
|
-11%
|
|
|
393
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$828K
|
-$2.8K
|
-55
|
-0.4%
|
|
|
394
|
BIP Wealth
Atlanta,
Georgia
|
$816K
|
+$494K
|
+9,696
|
+179%
|
|
|
395
|
Silver Oak Securities
Jackson,
Tennessee
|
$808K
|
+$13.1K
|
+258
|
+2%
|
|
|
396
|
SageView Advisory Group
Newport Beach,
California
|
$806K
|
-$233K
|
-4,573
|
-24%
|
|
|
397
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$805K
|
-$34.9K
|
-686
|
-4%
|
|
|
398
|
Stone Summit Wealth
Miami,
Florida
|
$799K
|
+$169K
|
+3,315
|
+29%
|
|
|
399
|
Capital Investment Advisors
Atlanta,
Georgia
|
$789K
|
–
|
–
|
–
|
|
|
400
|
Falcon Wealth Planning
Ontario,
California
|
$783K
|
-$41.8K
|
-821
|
-5%
|
|
