|
376
|
Prosperity Planning
Kansas City,
Missouri
|
$503K
|
–
|
–
|
–
|
|
|
377
|
Semus Wealth Partners
Boca Raton,
Florida
|
$494K
|
-$101K
|
-2,253
|
-17%
|
|
|
378
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$489K
|
-$1.75M
|
-39,256
|
-78%
|
|
|
379
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$477K
|
+$225K
|
+5,037
|
+86%
|
|
|
380
|
Lido Advisors
Los Angeles,
California
|
$474K
|
+$484K
|
+10,835
|
New
|
|
|
381
|
Davidson Investment Advisors
Great Falls,
Montana
|
$471K
|
-$54.6K
|
-1,222
|
-10%
|
|
|
382
|
Howe & Rusling
Rochester,
New York
|
$468K
|
+$6.03K
|
+135
|
+1%
|
|
|
383
|
Cresset Asset Management
Chicago,
Illinois
|
$466K
|
-$21.1K
|
-472
|
-4%
|
|
|
384
|
Bellwether Advisors
Lincoln,
Nebraska
|
$457K
|
–
|
–
|
–
|
|
|
385
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$457K
|
-$21.6K
|
-484
|
-4%
|
|
|
386
|
Latitude Advisors
Vero Beach,
Florida
|
$453K
|
+$116K
|
+2,595
|
+33%
|
|
|
387
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$448K
|
+$9.43K
|
+211
|
+2%
|
|
|
388
|
MGO One Seven
Beachwood,
Ohio
|
$441K
|
-$137K
|
-3,055
|
-23%
|
|
|
389
|
Axxcess Wealth Management
Carlsbad,
California
|
$440K
|
+$450K
|
+10,063
|
New
|
|
|
390
|
Kingswood Wealth Advisors
San Diego,
California
|
$429K
|
+$439K
|
+9,813
|
New
|
|
|
391
|
Global Financial Private Client
Sarasota,
Florida
|
$423K
|
-$178K
|
-3,987
|
-29%
|
|
|
392
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$412K
|
+$86.4K
|
+1,934
|
+26%
|
|
|
393
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$398K
|
-$32.6K
|
-729
|
-7%
|
|
|
394
|
Willis Johnson & Associates
Houston,
Texas
|
$397K
|
+$4.6K
|
+103
|
+1%
|
|
|
395
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$397K
|
-$134
|
-3
|
-0%
|
|
|
396
|
Graypoint LLC
Albany,
New York
|
$393K
|
+$401K
|
+8,980
|
New
|
|
|
397
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$392K
|
-$83.4K
|
-1,867
|
-17%
|
|
|
398
|
Peninsula Wealth
San Francisco,
California
|
$392K
|
+$408K
|
+9,131
|
New
|
|
|
399
|
Savant Capital
Rockford,
Illinois
|
$383K
|
-$3.84K
|
-86
|
-1%
|
|
|
400
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$383K
|
-$54.1K
|
-1,211
|
-12%
|
|
