|
651
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$968K
|
-$154K
|
-1,341
|
-14%
|
|
|
652
|
Meridian Management
Little Rock,
Arkansas
|
$962K
|
–
|
–
|
–
|
|
|
653
|
Willow Creek Wealth Management
Sebastopol,
California
|
$962K
|
+$30K
|
+261
|
+3%
|
|
|
654
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$957K
|
-$21.2K
|
-185
|
-2%
|
|
|
655
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$957K
|
-$204K
|
-1,778
|
-18%
|
|
|
656
|
Regions Financial Corp
Birmingham,
Alabama
|
$953K
|
-$58.1K
|
-506
|
-6%
|
|
|
657
|
Corrado Advisors
Ramsey,
New Jersey
|
$950K
|
+$459
|
+4
|
+0.1%
|
|
|
658
|
Sound Stewardship
Overland Park,
Kansas
|
$948K
|
-$5.05K
|
-44
|
-0.5%
|
|
|
659
|
Vicus Capital
State College,
Pennsylvania
|
$947K
|
-$15.7K
|
-137
|
-2%
|
|
|
660
|
Institute for Wealth Management
Denver,
Colorado
|
$945K
|
+$63.4K
|
+552
|
+7%
|
|
|
661
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$943K
|
-$38.6K
|
-336
|
-4%
|
|
|
662
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$942K
|
+$2.64K
|
+23
|
+0.3%
|
|
|
663
|
Madison Wealth Partners
Madison,
Wisconsin
|
$934K
|
+$103K
|
+898
|
+13%
|
|
|
664
|
Neuberger Berman Group
New York
|
$932K
|
-$26.5K
|
-231
|
-3%
|
|
|
665
|
Diversify Advisory Services
Sandy,
Utah
|
$927K
|
-$108K
|
-941
|
-11%
|
|
|
666
|
Cypress Capital Group
Palm Beach,
Florida
|
$924K
|
–
|
–
|
–
|
|
|
667
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$919K
|
+$367K
|
+3,200
|
+71%
|
|
|
668
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$915K
|
–
|
–
|
–
|
|
|
669
|
Capital City Trust
Tallahassee,
Florida
|
$914K
|
+$883K
|
+7,692
|
New
|
|
|
670
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$913K
|
–
|
–
|
–
|
|
|
671
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$909K
|
-$42K
|
-366
|
-5%
|
|
|
672
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$909K
|
-$118K
|
-1,031
|
-12%
|
|
|
673
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$905K
|
–
|
–
|
–
|
|
|
674
|
Financial Sense Advisors
San Diego,
California
|
$898K
|
+$867K
|
+7,558
|
New
|
|
|
675
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$897K
|
+$74.9K
|
+653
|
+9%
|
|
