|
451
|
Univest Financial
Souderton,
Pennsylvania
|
$405K
|
+$416K
|
+8,093
|
New
|
|
|
452
|
Freedom Investment Management
Hartford,
Connecticut
|
$399K
|
-$22.1K
|
-430
|
-5%
|
|
|
453
|
Insight Wealth Strategies
San Ramon,
California
|
$399K
|
+$30.1K
|
+585
|
+8%
|
|
|
454
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$396K
|
+$407K
|
+7,916
|
New
|
|
|
455
|
Trivium Point Advisory
Westport,
Connecticut
|
$395K
|
+$407K
|
+7,907
|
New
|
|
|
456
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$393K
|
-$3.56M
|
-69,175
|
-90%
|
|
|
457
|
ORG Partners
Roanoke,
Indiana
|
$386K
|
+$40K
|
+778
|
+11%
|
|
|
458
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$381K
|
-$1.8K
|
-35
|
-0.5%
|
|
|
459
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$377K
|
-$39.4K
|
-767
|
-9%
|
|
|
460
|
Carter Financial Group
Barrington,
Illinois
|
$373K
|
+$2.31K
|
+45
|
+0.6%
|
|
|
461
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$371K
|
-$14.8K
|
-288
|
-4%
|
|
|
462
|
AQR Capital Management
Greenwich,
Connecticut
|
$370K
|
+$139K
|
+2,710
|
+58%
|
|
|
463
|
Sharper & Granite
El Segundo,
California
|
$370K
|
–
|
–
|
–
|
|
|
464
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$369K
|
+$191K
|
+3,712
|
+101%
|
|
|
465
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$368K
|
+$75.8K
|
+1,475
|
+25%
|
|
|
466
|
Blue Barn Wealth
Orem,
Utah
|
$364K
|
-$2.37M
|
-46,050
|
-86%
|
|
|
467
|
W Advisors LLC
Germantown,
Tennessee
|
$360K
|
+$1.13K
|
+22
|
+0.3%
|
|
|
468
|
Emergent Wealth Advisors
Williamsville,
New York
|
$359K
|
+$165K
|
+3,209
|
+81%
|
|
|
469
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$356K
|
+$3.81K
|
+74
|
+1%
|
|
|
470
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$354K
|
+$138K
|
+2,683
|
+61%
|
|
|
471
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$350K
|
-$2.67K
|
-52
|
-0.7%
|
|
|
472
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$347K
|
-$39.1K
|
-760
|
-10%
|
|
|
473
|
Parkway Wealth Management
Plano,
Texas
|
$347K
|
+$357K
|
+6,941
|
New
|
|
|
474
|
Global Financial Private Client
Sarasota,
Florida
|
$346K
|
-$2.31K
|
-45
|
-0.6%
|
|
|
475
|
UMB Bank
Kansas City,
Missouri
|
$337K
|
–
|
–
|
–
|
|
