|
501
|
Appleton Partners
Boston,
Massachusetts
|
$355K
|
-$13.5K
|
-208
|
-4%
|
|
|
502
|
Concurrent Investment Advisors
Tampa,
Florida
|
$354K
|
+$352K
|
+5,408
|
New
|
|
|
503
|
Bristlecone Advisors
Bellevue,
Washington
|
$354K
|
+$108K
|
+1,660
|
+44%
|
|
|
504
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$349K
|
+$72.8K
|
+1,119
|
+27%
|
|
|
505
|
HM Payson & Co
Portland,
Maine
|
$344K
|
–
|
–
|
–
|
|
|
506
|
Centaurus Financial
Anaheim,
California
|
$340K
|
+$19.3K
|
+297
|
+6%
|
|
|
507
|
Elios Financial Group
Westlake,
Ohio
|
$340K
|
+$338K
|
+5,187
|
New
|
|
|
508
|
Csenge Advisory Group
Clearwater,
Florida
|
$336K
|
+$335K
|
+5,155
|
New
|
|
|
509
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$336K
|
-$21K
|
-322
|
-6%
|
|
|
510
|
Selective Wealth Management
Forest,
Virginia
|
$336K
|
+$40.7K
|
+626
|
+14%
|
|
|
511
|
Pineridge Advisors
St. Charles,
Missouri
|
$331K
|
+$2.02K
|
+31
|
+0.6%
|
|
|
512
|
Essential Partners
Rancho Santa Fe,
California
|
$328K
|
+$325K
|
+5,000
|
New
|
|
|
513
|
LexAurum Advisors
Overland Park,
Kansas
|
$327K
|
+$14.3K
|
+219
|
+5%
|
|
|
514
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$327K
|
+$325K
|
+4,992
|
New
|
|
|
515
|
XY Planning Network
Bozeman,
Montana
|
$327K
|
+$325K
|
+4,990
|
New
|
|
|
516
|
Spire Wealth Management
Mclean,
Virginia
|
$327K
|
-$19.3K
|
-296
|
-6%
|
|
|
517
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$324K
|
+$322K
|
+4,948
|
New
|
|
|
518
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$324K
|
-$102K
|
-1,570
|
-24%
|
|
|
519
|
Brookwood Investment Group
Phoenix,
Arizona
|
$324K
|
+$321K
|
+4,938
|
New
|
|
|
520
|
Kaizen Financial Strategies
Campbell,
California
|
$323K
|
-$9.44K
|
-145
|
-3%
|
|
|
521
|
Catalina Capital Group
Torrance,
California
|
$319K
|
-$70.4K
|
-1,082
|
-18%
|
|
|
522
|
Triad Wealth Partners
Lawrence,
Kansas
|
$319K
|
+$316K
|
+4,863
|
New
|
|
|
523
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$317K
|
-$337K
|
-5,175
|
-52%
|
|
|
524
|
MKT Advisors
Escondido,
California
|
$316K
|
-$105K
|
-1,620
|
-25%
|
|
|
525
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$316K
|
+$18.7K
|
+288
|
+6%
|
|
