|
376
|
CVA Family Office
Denver,
Colorado
|
$864K
|
–
|
–
|
–
|
|
|
377
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$858K
|
+$240K
|
+11,705
|
+40%
|
|
|
378
|
Prospera Financial Services
Dallas,
Texas
|
$856K
|
+$180K
|
+8,810
|
+27%
|
|
|
379
|
Tacita Capital
Toronto,
Ontario, Canada
|
$852K
|
+$73.2K
|
+3,575
|
+10%
|
|
|
380
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$843K
|
+$819K
|
+40,010
|
New
|
|
|
381
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$836K
|
–
|
–
|
–
|
|
|
382
|
Leavell Investment Management
Mobile,
Alabama
|
$836K
|
-$30.6K
|
-1,495
|
-4%
|
|
|
383
|
Independent Wealth Network
Urbandale,
Iowa
|
$809K
|
+$355K
|
+17,350
|
+81%
|
|
|
384
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$805K
|
+$790K
|
+38,590
|
New
|
|
|
385
|
Sanford Advisory Services
Portage,
Michigan
|
$792K
|
+$2.05K
|
+100
|
+0.3%
|
|
|
386
|
CreativeOne Wealth
Overland Park,
Kansas
|
$789K
|
-$8.16M
|
-398,930
|
-91%
|
|
|
387
|
Kestra Private Wealth Services
Austin,
Texas
|
$775K
|
+$2.15K
|
+105
|
+0.3%
|
|
|
388
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$773K
|
-$16.4K
|
-800
|
-2%
|
|
|
389
|
Aspiriant LLC
Los Angeles,
California
|
$760K
|
–
|
–
|
–
|
|
|
390
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$758K
|
+$21.4K
|
+1,045
|
+3%
|
|
|
391
|
SFMG Wealth Advisors
Plano,
Texas
|
$748K
|
-$402K
|
-19,650
|
-35%
|
|
|
392
|
Lido Advisors
Los Angeles,
California
|
$746K
|
+$255K
|
+12,460
|
+53%
|
|
|
393
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$745K
|
+$731K
|
+35,720
|
New
|
|
|
394
|
First National Corp
Rockland,
Massachusetts
|
$730K
|
-$78.6K
|
-3,840
|
-10%
|
|
|
395
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$727K
|
+$714K
|
+34,875
|
New
|
|
|
396
|
Day & Ennis
Macon,
Georgia
|
$727K
|
-$1.72M
|
-83,970
|
-71%
|
|
|
397
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$724K
|
–
|
–
|
–
|
|
|
398
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$721K
|
-$32.2K
|
-1,575
|
-4%
|
|
|
399
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$708K
|
+$192K
|
+9,380
|
+38%
|
|
|
400
|
Patten Group
Chattanooga,
Tennessee
|
$707K
|
+$183K
|
+8,955
|
+36%
|
|
