|
651
|
PDS Planning
Dublin,
Ohio
|
$439K
|
–
|
–
|
–
|
|
|
652
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$436K
|
-$80.2K
|
-2,241
|
-16%
|
|
|
653
|
Knuff & Co
Foster City,
California
|
$421K
|
-$47.4K
|
-1,325
|
-10%
|
|
|
654
|
Wealthspire Advisors (New York)
New York
|
$420K
|
+$415K
|
+11,585
|
New
|
|
|
655
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$414K
|
+$214K
|
+5,989
|
+110%
|
|
|
656
|
Western Wealth Management
Golden,
Colorado
|
$412K
|
-$642K
|
-17,943
|
-61%
|
|
|
657
|
Keebeck Wealth Management
Chicago,
Illinois
|
$406K
|
+$401K
|
+11,205
|
New
|
|
|
658
|
Murphy Capital Management
Bedminster,
New Jersey
|
$403K
|
-$96.6K
|
-2,700
|
-20%
|
|
|
659
|
Boston Financial Management
Boston,
Massachusetts
|
$402K
|
–
|
–
|
–
|
|
|
660
|
IRON Financial
Northbrook,
Illinois
|
$402K
|
+$5.76K
|
+161
|
+1%
|
|
|
661
|
Kestra Private Wealth Services
Austin,
Texas
|
$401K
|
-$5.26K
|
-147
|
-1%
|
|
|
662
|
Koshinski Asset Management
Decatur,
Illinois
|
$399K
|
+$30.2K
|
+844
|
+8%
|
|
|
663
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$399K
|
+$394K
|
+11,016
|
New
|
|
|
664
|
Institute for Wealth Management
Denver,
Colorado
|
$396K
|
+$14.9K
|
+415
|
+4%
|
|
|
665
|
Moors & Cabot
Boston,
Massachusetts
|
$396K
|
+$17.9K
|
+500
|
+5%
|
|
|
666
|
Terra Nova Asset Management
New York
|
$391K
|
+$386K
|
+10,788
|
New
|
|
|
667
|
AssetMark Inc
Concord,
California
|
$388K
|
–
|
–
|
–
|
|
|
668
|
IFG Advisory
Atlanta,
Georgia
|
$386K
|
-$12.2K
|
-341
|
-3%
|
|
|
669
|
Hancock Whitney
Gulfport,
Mississippi
|
$386K
|
–
|
–
|
–
|
|
|
670
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$385K
|
+$380K
|
+10,625
|
New
|
|
|
671
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$384K
|
+$379K
|
+10,600
|
New
|
|
|
672
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$382K
|
+$7.77K
|
+217
|
+2%
|
|
|
673
|
Valeo Financial Advisors
Carmel,
Indiana
|
$381K
|
+$18.4K
|
+515
|
+5%
|
|
|
674
|
TCW Group
Los Angeles,
California
|
$378K
|
+$373K
|
+10,425
|
New
|
|
|
675
|
Natixis Advisors
Boston,
Massachusetts
|
$377K
|
-$48.1K
|
-1,343
|
-11%
|
|
