|
376
|
Lantern Wealth Advisors
Melville,
New York
|
$543K
|
+$515K
|
+22,120
|
New
|
|
|
377
|
Rockefeller Capital Management
New York
|
$536K
|
+$93.7K
|
+4,027
|
+23%
|
|
|
378
|
WealthPLAN Partners
Omaha,
Nebraska
|
$535K
|
+$12.8K
|
+548
|
+3%
|
|
|
379
|
Dahring Cusmano
Novi,
Michigan
|
$534K
|
+$3.07K
|
+132
|
+0.6%
|
|
|
380
|
Facet Wealth Inc
Baltimore,
Maryland
|
$531K
|
-$5.35K
|
-230
|
-1%
|
|
|
381
|
Vivaldi Capital Management
Chicago,
Illinois
|
$531K
|
+$326
|
+14
|
+0.1%
|
|
|
382
|
Midwest Trust
Overland Park,
Kansas
|
$531K
|
+$503K
|
+21,625
|
New
|
|
|
383
|
Litman Gregory Wealth Management
Larkspur,
California
|
$525K
|
+$61.2K
|
+2,629
|
+14%
|
|
|
384
|
Mengis Capital Management
Portland,
Oregon
|
$521K
|
+$14.8K
|
+634
|
+3%
|
|
|
385
|
Choreo LLC
Rockford,
Illinois
|
$517K
|
+$2.77K
|
+119
|
+0.6%
|
|
|
386
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$515K
|
-$452K
|
-19,405
|
-48%
|
|
|
387
|
|
$510K
|
–
|
–
|
–
|
|
|
388
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$509K
|
-$33.7K
|
-1,448
|
-7%
|
|
|
389
|
CreativeOne Wealth
Overland Park,
Kansas
|
$504K
|
-$26.1K
|
-1,123
|
-5%
|
|
|
390
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$503K
|
+$477K
|
+20,508
|
New
|
|
|
391
|
Independent Financial Group
San Diego,
California
|
$498K
|
-$13.8K
|
-594
|
-3%
|
|
|
392
|
Maridea Wealth Management
Brooklyn,
New York
|
$497K
|
-$85.6K
|
-3,680
|
-15%
|
|
|
393
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$495K
|
+$47.4K
|
+2,035
|
+11%
|
|
|
394
|
Western Wealth Management
Golden,
Colorado
|
$494K
|
+$28.9K
|
+1,244
|
+7%
|
|
|
395
|
Advisor OS
Chicago,
Illinois
|
$492K
|
+$91.7K
|
+3,940
|
+24%
|
|
|
396
|
|
$487K
|
-$1.6M
|
-68,684
|
-78%
|
|
|
397
|
Destination Wealth Management
Walnut Creek,
California
|
$480K
|
+$60.1K
|
+2,584
|
+15%
|
|
|
398
|
Alpha Cubed Investments
Irvine,
California
|
$472K
|
+$448K
|
+19,252
|
New
|
|
|
399
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$463K
|
+$439K
|
+18,883
|
New
|
|
|
400
|
Koshinski Asset Management
Decatur,
Illinois
|
$459K
|
-$65K
|
-2,792
|
-13%
|
|
