|
501
|
Silver Oak Advisory Group
Portland,
Oregon
|
$452K
|
–
|
–
|
–
|
|
|
502
|
WealthCollab
Bellevue,
Washington
|
$449K
|
+$435K
|
+9,726
|
New
|
|
|
503
|
Klingman & Associates
New York
|
$448K
|
–
|
–
|
–
|
|
|
504
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$447K
|
-$9.84K
|
-220
|
-2%
|
|
|
505
|
Argent Trust Co
Nashville,
Tennessee
|
$442K
|
–
|
–
|
–
|
|
|
506
|
Partners in Financial Planning
Salem,
Virginia
|
$441K
|
+$895
|
+20
|
+0.2%
|
|
|
507
|
Mattern Capital Management
Lakewood,
Colorado
|
$437K
|
+$29.3K
|
+656
|
+7%
|
|
|
508
|
Advyzon Investment Management
Lisle,
Illinois
|
$434K
|
+$51.4K
|
+1,150
|
+14%
|
|
|
509
|
Midwest Trust
Overland Park,
Kansas
|
$432K
|
-$3.04K
|
-68
|
-0.7%
|
|
|
510
|
Exeter Financial
Scottsdale,
Arizona
|
$432K
|
+$1.83K
|
+41
|
+0.4%
|
|
|
511
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$431K
|
+$200K
|
+4,476
|
+92%
|
|
|
512
|
Financial Symmetry
Raleigh,
North Carolina
|
$430K
|
+$14.5K
|
+324
|
+4%
|
|
|
513
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$423K
|
–
|
–
|
–
|
|
|
514
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$421K
|
+$1.79K
|
+40
|
+0.4%
|
|
|
515
|
Prospera Financial Services
Dallas,
Texas
|
$415K
|
+$158K
|
+3,534
|
+65%
|
|
|
516
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$413K
|
+$46.4K
|
+1,038
|
+13%
|
|
|
517
|
New Wave Wealth Advisors
Springdale,
Arkansas
|
$408K
|
+$396K
|
+8,848
|
New
|
|
|
518
|
Financial Harvest
Winter Park,
Florida
|
$407K
|
-$124K
|
-2,763
|
-24%
|
|
|
519
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$407K
|
-$17.8K
|
-398
|
-4%
|
|
|
520
|
Global Retirement Partners
San Rafael,
California
|
$405K
|
+$5.64K
|
+126
|
+1%
|
|
|
521
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$401K
|
–
|
–
|
–
|
|
|
522
|
Oder Investment Management
Woodland Hills,
California
|
$401K
|
+$57.7K
|
+1,290
|
+17%
|
|
|
523
|
Principal Securities
Des Moines,
Iowa
|
$399K
|
+$375K
|
+8,386
|
+3,201%
|
|
|
524
|
Heritage Financial Services
Westwood,
Massachusetts
|
$399K
|
–
|
–
|
–
|
|
|
525
|
|
$398K
|
+$158K
|
+3,538
|
+69%
|
|
