|
401
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.02M
|
-$117K
|
-2,232
|
-10%
|
|
|
402
|
Global Retirement Partners
San Rafael,
California
|
$1.01M
|
+$1.01M
|
+19,208
|
New
|
|
|
403
|
Everhart Financial Group
Dublin,
Ohio
|
$1.01M
|
-$26.7K
|
-509
|
-3%
|
|
|
404
|
Neuberger Berman Group
New York
|
$1M
|
-$79K
|
-1,503
|
-7%
|
|
|
405
|
One Capital Management
Westlake Village,
California
|
$996K
|
–
|
–
|
–
|
|
|
406
|
Huntington National Bank
Columbus,
Ohio
|
$993K
|
-$47.5K
|
-904
|
-8%
|
|
|
407
|
Bulwark Capital
Fernandina Beach,
Florida
|
$988K
|
+$7.72K
|
+147
|
+0.8%
|
|
|
408
|
Clearstead Advisors
Cleveland,
Ohio
|
$975K
|
+$293K
|
+5,573
|
+43%
|
|
|
409
|
First County Bank
Stamford,
Connecticut
|
$974K
|
-$254K
|
-4,825
|
-21%
|
|
|
410
|
Brighton Jones LLC
Seattle,
Washington
|
$971K
|
+$117K
|
+2,227
|
+14%
|
|
|
411
|
Larson Financial Group
St Louis,
Missouri
|
$963K
|
-$62K
|
-1,180
|
-6%
|
|
|
412
|
LVW Advisors
Pittsford,
New York
|
$961K
|
-$63.6K
|
-1,210
|
-6%
|
|
|
413
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$956K
|
–
|
–
|
–
|
|
|
414
|
Detalus Advisors
St. Louis,
Missouri
|
$948K
|
+$269K
|
+5,122
|
+40%
|
|
|
415
|
Colonial Trust
Spartanburg,
South Carolina
|
$940K
|
–
|
–
|
–
|
|
|
416
|
Revisor Wealth Management
Akron,
Ohio
|
$914K
|
+$911K
|
+17,332
|
New
|
|
|
417
|
Kings Path Partners
Sugar Land,
Texas
|
$907K
|
–
|
–
|
–
|
|
|
418
|
Embree Financial Group
Chicago,
Illinois
|
$903K
|
+$405K
|
+7,713
|
+82%
|
|
|
419
|
Natixis Advisors
Boston,
Massachusetts
|
$897K
|
+$893K
|
+17,003
|
New
|
|
|
420
|
Advisornet Financial
Minnetonka,
Minnesota
|
$896K
|
-$99.2K
|
-1,887
|
-10%
|
|
|
421
|
Truist Financial
Charlotte,
North Carolina
|
$893K
|
+$55.1K
|
+1,048
|
+7%
|
|
|
422
|
EQ Wealth Advisors
Dallas,
Texas
|
$890K
|
+$7.36K
|
+140
|
+0.8%
|
|
|
423
|
|
$879K
|
–
|
–
|
–
|
|
|
424
|
Pathstone Holdings
Englewood,
New Jersey
|
$876K
|
+$14.8K
|
+281
|
+2%
|
|
|
425
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$872K
|
+$239K
|
+4,542
|
+38%
|
|
