|
501
|
Holistic Planning
Nacogdoches,
Texas
|
$287K
|
–
|
–
|
–
|
|
|
502
|
HBW Advisory Services
Simi Valley,
California
|
$286K
|
+$980
|
+45
|
+0.3%
|
|
|
503
|
AssetMark Inc
Concord,
California
|
$285K
|
+$285K
|
+13,095
|
New
|
|
|
504
|
Zions Bancorporation
Salt Lake City,
Utah
|
$284K
|
–
|
–
|
–
|
|
|
505
|
Live Oak Investment Partners
Austin,
Texas
|
$283K
|
–
|
–
|
–
|
|
|
506
|
SFMG Wealth Advisors
Plano,
Texas
|
$283K
|
+$2.18K
|
+100
|
+0.8%
|
|
|
507
|
WealthBridge Capital Management
Westerville,
Ohio
|
$282K
|
+$762
|
+35
|
+0.3%
|
|
|
508
|
Alpha Financial Partners
Lexington,
Kentucky
|
$281K
|
-$732K
|
-33,605
|
-72%
|
|
|
509
|
CreativeOne Wealth
Overland Park,
Kansas
|
$281K
|
-$15.8K
|
-725
|
-5%
|
|
|
510
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$281K
|
-$153K
|
-7,005
|
-35%
|
|
|
511
|
Sequoia Financial Advisors
Akron,
Ohio
|
$281K
|
-$104K
|
-4,770
|
-27%
|
|
|
512
|
Latitude Advisors
Vero Beach,
Florida
|
$281K
|
-$41.9K
|
-1,925
|
-13%
|
|
|
513
|
Lodestar Private Asset Management
Alamo,
California
|
$279K
|
+$16.1K
|
+740
|
+6%
|
|
|
514
|
Valued Retirements
Houston,
Texas
|
$279K
|
+$544
|
+25
|
+0.2%
|
|
|
515
|
Concurrent Investment Advisors
Tampa,
Florida
|
$277K
|
-$57.4K
|
-2,635
|
-17%
|
|
|
516
|
Wintrust Investments
Chicago,
Illinois
|
$276K
|
+$16.3K
|
+750
|
+6%
|
|
|
517
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$276K
|
-$13K
|
-595
|
-4%
|
|
|
518
|
Financial Insights
Tacoma,
Washington
|
$275K
|
–
|
–
|
–
|
|
|
519
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$273K
|
–
|
–
|
–
|
|
|
520
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$272K
|
+$272K
|
+12,500
|
New
|
|
|
521
|
Wambolt & Associates
Littleton,
Colorado
|
$271K
|
-$17K
|
-780
|
-6%
|
|
|
522
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$265K
|
–
|
–
|
–
|
|
|
523
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$263K
|
–
|
–
|
–
|
|
|
524
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$262K
|
-$75.4K
|
-3,465
|
-22%
|
|
|
525
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$262K
|
-$352K
|
-16,155
|
-57%
|
|
