|
401
|
WR Wealth Planners
Columbia,
Missouri
|
$116K
|
-$59.3K
|
-1,681
|
-33%
|
|
|
402
|
American Capital Advisory
Ketchum,
Idaho
|
$111K
|
-$2.82K
|
-80
|
-2%
|
|
|
403
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$100K
|
-$9.16M
|
-259,673
|
-99%
|
|
|
404
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$100K
|
+$494
|
+14
|
+0.5%
|
|
|
405
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$90.8K
|
–
|
–
|
–
|
|
|
406
|
Fiduciary Counselling
Saint Paul,
Minnesota
|
$84K
|
–
|
–
|
–
|
|
|
407
|
Finley Financial
Las Vegas,
Nevada
|
$81K
|
+$85.4K
|
+2,420
|
New
|
|
|
408
|
SoFi Wealth
San Francisco,
California
|
$75.1K
|
+$79.3K
|
+2,248
|
New
|
|
|
409
|
Concord Wealth Partners
Abingdon,
Virginia
|
$74.2K
|
-$9.38K
|
-266
|
-11%
|
|
|
410
|
Endeavor Private Wealth
Topeka,
Kansas
|
$73.9K
|
+$78K
|
+2,210
|
New
|
|
|
411
|
Creative Financial Designs
Kokomo,
Indiana
|
$71.8K
|
–
|
–
|
–
|
|
|
412
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$71.3K
|
+$6.35K
|
+180
|
+9%
|
|
|
413
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$66.1K
|
+$28K
|
+795
|
+67%
|
|
|
414
|
4Thought Financial Group
Syosset,
New York
|
$65K
|
-$3.63K
|
-103
|
-5%
|
|
|
415
|
Kestra Investment Management
Austin,
Texas
|
$65K
|
+$68.6K
|
+1,945
|
New
|
|
|
416
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$64.3K
|
–
|
–
|
–
|
|
|
417
|
WPG Advisers
Baltimore,
Maryland
|
$63.7K
|
+$67.3K
|
+1,907
|
New
|
|
|
418
|
Bellwether Advisors
Lincoln,
Nebraska
|
$62.8K
|
+$66.3K
|
+1,880
|
New
|
|
|
419
|
Gould Capital
Tacoma,
Washington
|
$62.3K
|
–
|
–
|
–
|
|
|
420
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$60.7K
|
–
|
–
|
–
|
|
|
421
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$59.7K
|
-$1.27K
|
-36
|
-2%
|
|
|
422
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$59.4K
|
–
|
–
|
–
|
|
|
423
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$54.8K
|
-$4.87K
|
-138
|
-8%
|
|
|
424
|
|
$53.3K
|
+$6.84K
|
+194
|
+14%
|
|
|
425
|
WealthCollab
Bellevue,
Washington
|
$52.2K
|
–
|
–
|
–
|
|
