|
401
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$590K
|
+$87.7K
|
+3,858
|
+17%
|
|
|
402
|
Citizens Financial Group
Providence,
Rhode Island
|
$589K
|
-$62.8K
|
-2,761
|
-10%
|
|
|
403
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$581K
|
-$190K
|
-8,378
|
-25%
|
|
|
404
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$577K
|
+$75.9K
|
+3,337
|
+15%
|
|
|
405
|
Mosley Wealth Management
Anaheim,
California
|
$576K
|
-$419K
|
-18,453
|
-42%
|
|
|
406
|
Cypress Wealth Services
Palm Desert,
California
|
$572K
|
-$184K
|
-8,109
|
-24%
|
|
|
407
|
ADE LLC
Baltimore,
Maryland
|
$571K
|
+$76.3K
|
+3,355
|
+15%
|
|
|
408
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$571K
|
-$41.2K
|
-1,814
|
-7%
|
|
|
409
|
Tempus Wealth Planning
Irvine,
California
|
$570K
|
-$69.8K
|
-3,072
|
-11%
|
|
|
410
|
West Wealth Group
Irvine,
California
|
$570K
|
-$326K
|
-14,340
|
-36%
|
|
|
411
|
Coordinated Financial Services
Denver,
Colorado
|
$568K
|
+$567K
|
+24,951
|
New
|
|
|
412
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$561K
|
+$561K
|
+24,659
|
New
|
|
|
413
|
Destiny Wealth Partners
Tavares,
Florida
|
$558K
|
–
|
–
|
–
|
|
|
414
|
Cobblestone Asset Management
Richmond,
Virginia
|
$553K
|
+$19.5K
|
+859
|
+4%
|
|
|
415
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$547K
|
-$14.1M
|
-620,704
|
-96%
|
|
|
416
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$547K
|
-$31.1K
|
-1,367
|
-5%
|
|
|
417
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$546K
|
–
|
–
|
–
|
|
|
418
|
Westfuller Advisors
New York
|
$545K
|
+$544K
|
+23,947
|
New
|
|
|
419
|
Waverly Advisors
Birmingham,
Alabama
|
$545K
|
+$544K
|
+23,938
|
New
|
|
|
420
|
Roundview Capital
Princeton,
New Jersey
|
$536K
|
–
|
–
|
–
|
|
|
421
|
Transcend Capital Advisors
Madison,
New Jersey
|
$530K
|
-$230K
|
-10,113
|
-30%
|
|
|
422
|
Centurion Wealth Management
Mclean,
Virginia
|
$524K
|
-$77.3K
|
-3,401
|
-13%
|
|
|
423
|
Independent Financial Group
San Diego,
California
|
$520K
|
+$91K
|
+4,004
|
+21%
|
|
|
424
|
CCG Wealth Management
San Diego,
California
|
$519K
|
-$9.21M
|
-405,032
|
-95%
|
|
|
425
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$515K
|
-$19.1K
|
-840
|
-4%
|
|
