|
351
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$680K
|
–
|
–
|
–
|
|
|
352
|
Citadel Advisors
Miami,
Florida
|
$672K
|
-$3.13M
|
-75,363
|
-83%
|
|
|
353
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$671K
|
-$76.9K
|
-1,850
|
-11%
|
|
|
354
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$670K
|
–
|
–
|
–
|
|
|
355
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$659K
|
+$10.1K
|
+242
|
+2%
|
|
|
356
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$652K
|
–
|
–
|
–
|
|
|
357
|
James Investment Research
Alpha,
Ohio
|
$645K
|
-$31.7K
|
-763
|
-5%
|
|
|
358
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$643K
|
–
|
–
|
–
|
|
|
359
|
Coldstream Capital Management
Bellevue,
Washington
|
$636K
|
-$308K
|
-7,409
|
-33%
|
|
|
360
|
Appleton Partners
Boston,
Massachusetts
|
$634K
|
-$3.33K
|
-80
|
-0.5%
|
|
|
361
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$634K
|
+$64.5K
|
+1,550
|
+12%
|
|
|
362
|
|
$633K
|
+$151K
|
+3,629
|
+33%
|
|
|
363
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$632K
|
–
|
–
|
–
|
|
|
364
|
Argent Trust Co
Nashville,
Tennessee
|
$632K
|
+$66.3K
|
+1,593
|
+12%
|
|
|
365
|
G2 Capital Management
Columbus,
Ohio
|
$626K
|
–
|
–
|
–
|
|
|
366
|
Truist Financial
Charlotte,
North Carolina
|
$623K
|
+$68.6K
|
+1,650
|
+13%
|
|
|
367
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$612K
|
–
|
–
|
–
|
|
|
368
|
Red Mountain Financial
Fort Collins,
Colorado
|
$603K
|
+$115K
|
+2,775
|
+25%
|
|
|
369
|
Van Den Berg Management I
Austin,
Texas
|
$603K
|
-$8.15K
|
-196
|
-1%
|
|
|
370
|
Fisher Asset Management
Camas,
Washington
|
$601K
|
+$167K
|
+4,004
|
+40%
|
|
|
371
|
PDS Planning
Dublin,
Ohio
|
$599K
|
-$5.99K
|
-144
|
-1%
|
|
|
372
|
Capital Investment Advisors
Atlanta,
Georgia
|
$597K
|
+$118K
|
+2,838
|
+26%
|
|
|
373
|
Farther Finance Advisors
San Francisco,
California
|
$596K
|
+$172K
|
+4,127
|
+42%
|
|
|
374
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$595K
|
+$79.5K
|
+1,912
|
+16%
|
|
|
375
|
City Center Advisors LLC
Troy,
Michigan
|
$593K
|
+$32.2K
|
+775
|
+6%
|
|
