|
551
|
Viewpoint Capital Management
Seattle,
Washington
|
$1.26M
|
-$15.5K
|
-390
|
-1%
|
|
|
552
|
XML Financial
Bethesda,
Maryland
|
$1.26M
|
-$48.8K
|
-1,226
|
-4%
|
|
|
553
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.24M
|
+$1.27K
|
+32
|
+0.1%
|
|
|
554
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$1.24M
|
+$30.2K
|
+760
|
+2%
|
|
|
555
|
Capital Planning Advisors
Roseville,
California
|
$1.24M
|
-$893K
|
-22,453
|
-42%
|
|
|
556
|
PACK Private Wealth
Wayzata,
Minnesota
|
$1.24M
|
-$63.1K
|
-1,588
|
-5%
|
|
|
557
|
IEQ Capital
Foster City,
California
|
$1.24M
|
+$300K
|
+7,545
|
+32%
|
|
|
558
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.24M
|
+$128K
|
+3,226
|
+11%
|
|
|
559
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.24M
|
–
|
–
|
–
|
|
|
560
|
W Advisors LLC
Germantown,
Tennessee
|
$1.23M
|
-$70K
|
-1,760
|
-5%
|
|
|
561
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$1.23M
|
+$1.24M
|
+31,061
|
New
|
|
|
562
|
AssetMark Inc
Concord,
California
|
$1.22M
|
-$261K
|
-6,565
|
-17%
|
|
|
563
|
Trellis Advisors
Ellensburg,
Washington
|
$1.22M
|
–
|
–
|
–
|
|
|
564
|
Palumbo Wealth Management
Great Neck,
New York
|
$1.22M
|
+$27.4K
|
+689
|
+2%
|
|
|
565
|
Davenport & Co
Richmond,
Virginia
|
$1.21M
|
+$522K
|
+13,116
|
+75%
|
|
|
566
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.21M
|
-$75.6K
|
-1,900
|
-6%
|
|
|
567
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.21M
|
+$20.3K
|
+511
|
+2%
|
|
|
568
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.2M
|
+$17.9K
|
+450
|
+1%
|
|
|
569
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.19M
|
-$877K
|
-22,056
|
-42%
|
|
|
570
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.18M
|
-$232K
|
-5,842
|
-16%
|
|
|
571
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.18M
|
+$14.6K
|
+368
|
+1%
|
|
|
572
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
573
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.18M
|
–
|
–
|
–
|
|
|
574
|
Richard W. Paul & Associates
Novi,
Michigan
|
$1.17M
|
+$493K
|
+12,396
|
+71%
|
|
|
575
|
Northwest Wealth Management
Spencer,
Iowa
|
$1.16M
|
-$5.09K
|
-128
|
-0.4%
|
|
