|
426
|
Independent Financial Group
San Diego,
California
|
$1.06M
|
+$380K
|
+7,858
|
+57%
|
|
|
427
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.05M
|
-$199K
|
-4,115
|
-16%
|
|
|
428
|
Falcon Wealth Planning
Ontario,
California
|
$1.04M
|
-$25.7K
|
-531
|
-2%
|
|
|
429
|
WhitTier Trust Company
Reno,
Nevada
|
$1.04M
|
+$90K
|
+1,860
|
+10%
|
|
|
430
|
Neuberger Berman Group
New York
|
$1.03M
|
+$158K
|
+3,254
|
+18%
|
|
|
431
|
Successful Portfolios
Clearwater,
Florida
|
$1.03M
|
+$2.56K
|
+53
|
+0.3%
|
|
|
432
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.03M
|
+$16.4K
|
+339
|
+2%
|
|
|
433
|
|
$1.02M
|
-$64.5K
|
-1,333
|
-6%
|
|
|
434
|
Matthew Hamilton Rosenberg
|
$1.02M
|
-$5.03K
|
-104
|
-0.5%
|
|
|
435
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.02M
|
-$882K
|
-18,227
|
-47%
|
|
|
436
|
Wealthcare Capital Management
Richmond,
Virginia
|
$998K
|
+$162K
|
+3,346
|
+19%
|
|
|
437
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$984K
|
-$851K
|
-17,584
|
-46%
|
|
|
438
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$978K
|
+$368K
|
+7,604
|
+61%
|
|
|
439
|
Patten Group
Chattanooga,
Tennessee
|
$965K
|
+$96.1K
|
+1,985
|
+11%
|
|
|
440
|
Trexquant Investment
Stamford,
Connecticut
|
$963K
|
+$960K
|
+19,834
|
New
|
|
|
441
|
Soundmark Wealth Management
Kirkland,
Washington
|
$956K
|
-$159K
|
-3,277
|
-14%
|
|
|
442
|
Ancora Advisors
Cleveland,
Ohio
|
$943K
|
-$228K
|
-4,701
|
-19%
|
|
|
443
|
Marcum Wealth
Cleveland,
Ohio
|
$915K
|
-$69.9K
|
-1,444
|
-7%
|
|
|
444
|
Global Financial Private Client
Sarasota,
Florida
|
$912K
|
+$604K
|
+12,477
|
+204%
|
|
|
445
|
KeyBank National Association
Cleveland,
Ohio
|
$909K
|
+$62.9K
|
+1,300
|
+7%
|
|
|
446
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$901K
|
+$899K
|
+18,580
|
New
|
|
|
447
|
Clearstead Advisors
Cleveland,
Ohio
|
$891K
|
-$53.7K
|
-1,110
|
-6%
|
|
|
448
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$880K
|
+$128K
|
+2,650
|
+17%
|
|
|
449
|
Conning Inc
Hartford,
Connecticut
|
$876K
|
–
|
–
|
–
|
|
|
450
|
Beam Wealth Advisors
Covington,
Louisiana
|
$873K
|
-$33.7K
|
-697
|
-4%
|
|
