|
351
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$605K
|
+$102
|
+1
|
+0%
|
|
|
352
|
Parcion Private Wealth
Bellevue,
Washington
|
$602K
|
–
|
–
|
–
|
|
|
353
|
Ingalls & Snyder LLC
New York
|
$592K
|
-$64K
|
-625
|
-10%
|
|
|
354
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$592K
|
-$79.2K
|
-773
|
-13%
|
|
|
355
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$591K
|
+$549K
|
+5,360
|
New
|
|
|
356
|
Clarkston Capital Partners
Rochester,
Michigan
|
$591K
|
–
|
–
|
–
|
|
|
357
|
Kingswood Wealth Advisors
San Diego,
California
|
$586K
|
+$336K
|
+3,275
|
+160%
|
|
|
358
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$586K
|
-$4.82K
|
-47
|
-0.9%
|
|
|
359
|
Legacy Private Trust
Neenah,
Wisconsin
|
$583K
|
–
|
–
|
–
|
|
|
360
|
GTS Securities
Miami,
Florida
|
$579K
|
+$126K
|
+1,226
|
+30%
|
|
|
361
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$579K
|
+$483K
|
+4,718
|
+981%
|
|
|
362
|
Choreo LLC
Rockford,
Illinois
|
$571K
|
+$319K
|
+3,118
|
+152%
|
|
|
363
|
Williams Jones Wealth Management
New York
|
$569K
|
–
|
–
|
–
|
|
|
364
|
Aquatic Capital Management
Chicago,
Illinois
|
$562K
|
-$4.98M
|
-48,600
|
-91%
|
|
|
365
|
Savant Capital
Rockford,
Illinois
|
$553K
|
+$9.02K
|
+88
|
+2%
|
|
|
366
|
Copperwynd Financial
Scottsdale,
Arizona
|
$552K
|
+$32K
|
+312
|
+7%
|
|
|
367
|
KeyBank National Association
Cleveland,
Ohio
|
$552K
|
+$255K
|
+2,487
|
+99%
|
|
|
368
|
FJ Investments
Salt Lake City,
Utah
|
$552K
|
+$513K
|
+5,006
|
New
|
|
|
369
|
Venturi Wealth Management
Austin,
Texas
|
$549K
|
-$41.6K
|
-406
|
-8%
|
|
|
370
|
D.A. Davidson & Co
Great Falls,
Montana
|
$545K
|
-$1.02K
|
-10
|
-0.2%
|
|
|
371
|
Center for Financial Planning
Southfied,
Michigan
|
$537K
|
-$5.33K
|
-52
|
-1%
|
|
|
372
|
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
$534K
|
+$496K
|
+4,842
|
New
|
|
|
373
|
Lido Advisors
Los Angeles,
California
|
$533K
|
+$38.1K
|
+372
|
+8%
|
|
|
374
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$524K
|
+$138K
|
+1,343
|
+39%
|
|
|
375
|
Advance Capital Management
Southfield,
Michigan
|
$520K
|
+$615
|
+6
|
+0.1%
|
|
