|
326
|
Peak Planning Group
Centennial,
Colorado
|
$817K
|
–
|
–
|
–
|
|
|
327
|
Insight Wealth Strategies
San Ramon,
California
|
$811K
|
+$33.4K
|
+263
|
+4%
|
|
|
328
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$806K
|
+$12.8K
|
+101
|
+2%
|
|
|
329
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$806K
|
+$26.8K
|
+211
|
+4%
|
|
|
330
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$793K
|
-$38.2K
|
-300
|
-5%
|
|
|
331
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$791K
|
–
|
–
|
–
|
|
|
332
|
Sage Financial Management Group
Mclean,
Virginia
|
$790K
|
+$762K
|
+5,992
|
New
|
|
|
333
|
One Day In July LLC
Burlington,
Vermont
|
$789K
|
-$5.72K
|
-45
|
-0.7%
|
|
|
334
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$788K
|
–
|
–
|
–
|
|
|
335
|
Asset Management Group
Stamford,
Connecticut
|
$786K
|
-$235K
|
-1,849
|
-24%
|
|
|
336
|
Wealthquest
Cincinnati,
Ohio
|
$785K
|
-$54K
|
-425
|
-7%
|
|
|
337
|
|
$784K
|
-$49.2K
|
-387
|
-6%
|
|
|
338
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$778K
|
+$1.4K
|
+11
|
+0.2%
|
|
|
339
|
Kaizen Financial Strategies
Campbell,
California
|
$768K
|
+$1.27K
|
+10
|
+0.2%
|
|
|
340
|
Leavell Investment Management
Mobile,
Alabama
|
$765K
|
–
|
–
|
–
|
|
|
341
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$764K
|
+$1.15K
|
+9
|
+0.2%
|
|
|
342
|
Snowden Capital Advisors
New York
|
$762K
|
-$40.8K
|
-321
|
-5%
|
|
|
343
|
Wealthspire Advisors (New York)
New York
|
$748K
|
-$101K
|
-794
|
-12%
|
|
|
344
|
Verus Capital Partners
Scottsdale,
Arizona
|
$747K
|
+$53.2K
|
+418
|
+8%
|
|
|
345
|
Allen Capital Group
Grand Island,
Nebraska
|
$746K
|
+$16.9K
|
+133
|
+2%
|
|
|
346
|
Diversify Advisory Services
Sandy,
Utah
|
$745K
|
+$51.9K
|
+408
|
+8%
|
|
|
347
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$742K
|
+$110K
|
+865
|
+18%
|
|
|
348
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$739K
|
-$214K
|
-1,681
|
-23%
|
|
|
349
|
TownSquare Capital
Provo,
Utah
|
$735K
|
-$52.3K
|
-411
|
-7%
|
|
|
350
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$734K
|
+$636
|
+5
|
+0.1%
|
|
