|
551
|
Charis Legacy Partners
Bryan,
Texas
|
$330K
|
–
|
–
|
–
|
|
|
552
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$330K
|
+$328K
|
+3,702
|
New
|
|
|
553
|
Fermata Advisors
Sonoma,
California
|
$329K
|
-$39.7K
|
-448
|
-11%
|
|
|
554
|
Fisher Asset Management
Camas,
Washington
|
$328K
|
+$327K
|
+3,685
|
New
|
|
|
555
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$326K
|
+$324K
|
+3,660
|
New
|
|
|
556
|
Secure Asset Management
Troy,
Michigan
|
$326K
|
+$4.87K
|
+55
|
+2%
|
|
|
557
|
Holistic Planning
Nacogdoches,
Texas
|
$325K
|
+$324K
|
+3,653
|
New
|
|
|
558
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$325K
|
+$323K
|
+3,646
|
New
|
|
|
559
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$323K
|
+$3.54K
|
+40
|
+1%
|
|
|
560
|
BAM Wealth Management
Lakewood,
Colorado
|
$321K
|
-$2.66K
|
-30
|
-0.8%
|
|
|
561
|
Cary Street Partners
Richmond,
Virginia
|
$319K
|
-$5.05K
|
-57
|
-2%
|
|
|
562
|
EJMK Ventures
Itasca,
Illinois
|
$317K
|
-$110K
|
-1,243
|
-26%
|
|
|
563
|
BluePath Capital Management
Atlanta,
Georgia
|
$313K
|
+$87K
|
+982
|
+39%
|
|
|
564
|
|
$311K
|
+$310K
|
+3,493
|
New
|
|
|
565
|
Evercore Wealth Management
New York
|
$311K
|
–
|
–
|
–
|
|
|
566
|
Proficio Capital Partners
Newton,
Massachusetts
|
$309K
|
+$308K
|
+3,475
|
New
|
|
|
567
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$306K
|
+$305K
|
+3,442
|
New
|
|
|
568
|
WPG Advisers
Baltimore,
Maryland
|
$299K
|
+$14.7K
|
+166
|
+5%
|
|
|
569
|
New Republic Capital
Charlotte,
North Carolina
|
$297K
|
+$13.1K
|
+148
|
+5%
|
|
|
570
|
Castle Wealth Management
West Palm Beach,
Florida
|
$287K
|
–
|
–
|
–
|
|
|
571
|
Forteris Wealth Management
Armonk,
New York
|
$287K
|
-$10.1K
|
-114
|
-3%
|
|
|
572
|
Aire Advisors
Beverly Hills,
California
|
$286K
|
–
|
–
|
–
|
|
|
573
|
Kingswood Wealth Advisors
San Diego,
California
|
$283K
|
+$532
|
+6
|
+0.2%
|
|
|
574
|
Slagle Financial
Edwardsville,
Illinois
|
$282K
|
-$48.6K
|
-548
|
-15%
|
|
|
575
|
Investment Advisory Group
Hanover,
Massachusetts
|
$281K
|
+$89
|
+1
|
+0%
|
|
