|
401
|
Strategic Blueprint
Atlanta,
Georgia
|
$247K
|
+$13.6K
|
+442
|
+6%
|
|
|
402
|
Silver Oak Securities
Jackson,
Tennessee
|
$246K
|
+$12K
|
+389
|
+5%
|
|
|
403
|
SYM Financial Corp
Winona Lake,
Indiana
|
$243K
|
+$93
|
+3
|
+0%
|
|
|
404
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$242K
|
+$679
|
+22
|
+0.3%
|
|
|
405
|
Freedom Investment Management
Hartford,
Connecticut
|
$240K
|
-$97.9K
|
-3,171
|
-30%
|
|
|
406
|
Northern Trust
Chicago,
Illinois
|
$238K
|
-$206K
|
-6,658
|
-47%
|
|
|
407
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$231K
|
-$40K
|
-1,296
|
-15%
|
|
|
408
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$228K
|
-$964K
|
-31,224
|
-81%
|
|
|
409
|
OneAscent Family Office
Birmingham,
Alabama
|
$226K
|
–
|
–
|
–
|
|
|
410
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$221K
|
–
|
–
|
–
|
|
|
411
|
Strategic Financial Concepts
San Antonio,
Texas
|
$220K
|
–
|
–
|
–
|
|
|
412
|
Zhang Financial
Portage,
Michigan
|
$212K
|
+$204K
|
+6,597
|
New
|
|
|
413
|
Sunpointe
St. Louis,
Missouri
|
$211K
|
+$203K
|
+6,578
|
New
|
|
|
414
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$210K
|
+$202K
|
+6,560
|
New
|
|
|
415
|
TAGStone Capital
Charlotte,
North Carolina
|
$205K
|
+$198K
|
+6,399
|
New
|
|
|
416
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$205K
|
–
|
–
|
–
|
|
|
417
|
Summit Financial Strategies
Columbus,
Ohio
|
$202K
|
+$194K
|
+6,296
|
New
|
|
|
418
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$200K
|
+$193K
|
+6,247
|
New
|
|
|
419
|
Colonial Trust
Spartanburg,
South Carolina
|
$189K
|
-$6.76K
|
-219
|
-4%
|
|
|
420
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$185K
|
–
|
–
|
–
|
|
|
421
|
Maryland Capital Advisors
Chester,
Maryland
|
$173K
|
–
|
–
|
–
|
|
|
422
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$166K
|
+$1.3K
|
+42
|
+0.8%
|
|
|
423
|
Wells Fargo
San Francisco,
California
|
$154K
|
-$195K
|
-6,318
|
-57%
|
|
|
424
|
Millstone Evans Group
Boulder,
Colorado
|
$154K
|
-$245K
|
-7,952
|
-62%
|
|
|
425
|
Private Trust Company
Cleveland,
Ohio
|
$152K
|
+$146K
|
+4,730
|
New
|
|
