|
376
|
Atria Investments
Charlotte,
North Carolina
|
$792K
|
+$14.7K
|
+333
|
+2%
|
|
|
377
|
MGO One Seven
Beachwood,
Ohio
|
$786K
|
+$480K
|
+10,830
|
+165%
|
|
|
378
|
Mission Wealth Management
Santa Barbara,
California
|
$767K
|
-$161K
|
-3,646
|
-18%
|
|
|
379
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$763K
|
-$82.5K
|
-1,863
|
-10%
|
|
|
380
|
Stone Summit Wealth
Miami,
Florida
|
$763K
|
-$74K
|
-1,670
|
-9%
|
|
|
381
|
|
$753K
|
–
|
–
|
–
|
|
|
382
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$753K
|
+$57.8K
|
+1,305
|
+9%
|
|
|
383
|
EQ Wealth Advisors
Dallas,
Texas
|
$752K
|
+$126K
|
+2,835
|
+21%
|
|
|
384
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$738K
|
–
|
–
|
–
|
|
|
385
|
Pathstone Holdings
Englewood,
New Jersey
|
$738K
|
–
|
–
|
–
|
|
|
386
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$728K
|
-$1.24K
|
-28
|
-0.2%
|
|
|
387
|
Evanson Asset Management
Carmel,
California
|
$726K
|
+$2.61K
|
+59
|
+0.4%
|
|
|
388
|
Colonial Trust
Spartanburg,
South Carolina
|
$725K
|
–
|
–
|
–
|
|
|
389
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$718K
|
+$11.2K
|
+253
|
+2%
|
|
|
390
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$706K
|
-$39.1K
|
-882
|
-5%
|
|
|
391
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$705K
|
–
|
–
|
–
|
|
|
392
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$699K
|
–
|
–
|
–
|
|
|
393
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$697K
|
-$18.2K
|
-411
|
-3%
|
|
|
394
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$685K
|
+$19.6K
|
+442
|
+3%
|
|
|
395
|
Truist Financial
Charlotte,
North Carolina
|
$685K
|
+$29.2K
|
+660
|
+5%
|
|
|
396
|
Vanguard Group
Malvern,
Pennsylvania
|
$680K
|
+$176K
|
+3,976
|
+36%
|
|
|
397
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$680K
|
+$12.7K
|
+287
|
+2%
|
|
|
398
|
Van Den Berg Management I
Austin,
Texas
|
$680K
|
+$44.4K
|
+1,003
|
+7%
|
|
|
399
|
Appleton Partners
Boston,
Massachusetts
|
$663K
|
-$4.43K
|
-100
|
-0.7%
|
|
|
400
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$660K
|
+$647K
|
+14,601
|
New
|
|
