|
351
|
Pathstone Holdings
Englewood,
New Jersey
|
$635K
|
–
|
–
|
–
|
|
|
352
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$633K
|
+$597K
|
+15,819
|
New
|
|
|
353
|
James Investment Research
Alpha,
Ohio
|
$632K
|
+$60.1K
|
+1,593
|
+11%
|
|
|
354
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$624K
|
–
|
–
|
–
|
|
|
355
|
Old Mission Capital
Chicago,
Illinois
|
$621K
|
+$586K
|
+15,525
|
New
|
|
|
356
|
Menlo Advisors
Menlo Park,
California
|
$616K
|
–
|
–
|
–
|
|
|
357
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$607K
|
-$17K
|
-450
|
-3%
|
|
|
358
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$607K
|
+$572K
|
+15,161
|
New
|
|
|
359
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$604K
|
-$133K
|
-3,531
|
-19%
|
|
|
360
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$599K
|
–
|
–
|
–
|
|
|
361
|
US Bancorp
Minneapolis,
Minnesota
|
$598K
|
+$106K
|
+2,800
|
+23%
|
|
|
362
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$594K
|
-$2.56K
|
-68
|
-0.5%
|
|
|
363
|
Appleton Partners
Boston,
Massachusetts
|
$594K
|
+$61.4K
|
+1,627
|
+12%
|
|
|
364
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$589K
|
+$2.94K
|
+78
|
+0.5%
|
|
|
365
|
G2 Capital Management
Columbus,
Ohio
|
$583K
|
-$97.5K
|
-2,586
|
-15%
|
|
|
366
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$570K
|
-$2.04K
|
-54
|
-0.4%
|
|
|
367
|
Van Den Berg Management I
Austin,
Texas
|
$569K
|
-$24.7K
|
-654
|
-4%
|
|
|
368
|
PDS Planning
Dublin,
Ohio
|
$564K
|
-$163K
|
-4,324
|
-23%
|
|
|
369
|
EQ Wealth Advisors
Dallas,
Texas
|
$560K
|
+$8K
|
+212
|
+2%
|
|
|
370
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$549K
|
-$1.79M
|
-47,487
|
-78%
|
|
|
371
|
Mission Wealth Management
Santa Barbara,
California
|
$547K
|
+$23.8K
|
+630
|
+5%
|
|
|
372
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$528K
|
+$498K
|
+13,204
|
New
|
|
|
373
|
Argent Trust Co
Nashville,
Tennessee
|
$525K
|
+$12.7K
|
+336
|
+3%
|
|
|
374
|
Bulwark Capital
Fernandina Beach,
Florida
|
$524K
|
+$494K
|
+13,085
|
New
|
|
|
375
|
City Center Advisors LLC
Troy,
Michigan
|
$521K
|
+$491K
|
+13,027
|
New
|
|
