|
401
|
Elevation Wealth Partners
Santa Rosa,
California
|
$621K
|
+$2.77K
|
+25
|
+0.4%
|
|
|
402
|
Fifth Third Securities
Cincinnati,
Ohio
|
$616K
|
+$27K
|
+244
|
+4%
|
|
|
403
|
Sand Hill Global Advisors
Palo Alto,
California
|
$616K
|
–
|
–
|
–
|
|
|
404
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$615K
|
+$37.7K
|
+340
|
+6%
|
|
|
405
|
D.A. Davidson & Co
Great Falls,
Montana
|
$614K
|
+$222
|
+2
|
+0%
|
|
|
406
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$611K
|
+$624K
|
+5,626
|
New
|
|
|
407
|
Meredith Wealth Planning
Maryville,
Illinois
|
$609K
|
+$1.77K
|
+16
|
+0.3%
|
|
|
408
|
Creative Financial Designs
Kokomo,
Indiana
|
$605K
|
+$36.6K
|
+330
|
+6%
|
|
|
409
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$598K
|
-$125K
|
-1,129
|
-17%
|
|
|
410
|
Panoramic Investment Advisors
Denver,
Colorado
|
$595K
|
+$55.4K
|
+500
|
+10%
|
|
|
411
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$591K
|
–
|
–
|
–
|
|
|
412
|
Charles Schwab
San Francisco,
California
|
$589K
|
-$29K
|
-262
|
-5%
|
|
|
413
|
Leo Wealth LLC
Hurst,
Texas
|
$588K
|
+$2.11K
|
+19
|
+0.4%
|
|
|
414
|
Cozad Asset Management
Champaign,
Illinois
|
$587K
|
+$443
|
+4
|
+0.1%
|
|
|
415
|
Valley Wealth Managers
Paramus,
New Jersey
|
$585K
|
-$102K
|
-921
|
-15%
|
|
|
416
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$585K
|
+$32K
|
+289
|
+6%
|
|
|
417
|
Global Retirement Partners
San Rafael,
California
|
$581K
|
-$2.84M
|
-25,592
|
-83%
|
|
|
418
|
TAP Consulting
Kirkwood,
Missouri
|
$581K
|
+$2.99K
|
+27
|
+0.5%
|
|
|
419
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$580K
|
–
|
–
|
–
|
|
|
420
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$580K
|
+$76.4K
|
+689
|
+15%
|
|
|
421
|
Northwest Wealth Management
Spencer,
Iowa
|
$579K
|
-$31.9K
|
-288
|
-5%
|
|
|
422
|
Snowden Capital Advisors
New York
|
$577K
|
–
|
–
|
–
|
|
|
423
|
Chevy Chase Trust
Bethesda,
Maryland
|
$577K
|
+$83.8K
|
+756
|
+17%
|
|
|
424
|
Finley Financial
Las Vegas,
Nevada
|
$576K
|
+$582K
|
+5,250
|
New
|
|
|
425
|
AWM Capital
Phoenix,
Arizona
|
$572K
|
-$333
|
-3
|
-0.1%
|
|
