|
401
|
Collective Family Office
York,
Pennsylvania
|
$692K
|
+$66.2K
|
+488
|
+12%
|
|
|
402
|
Sage Financial Management Group
Mclean,
Virginia
|
$690K
|
-$64.7K
|
-477
|
-9%
|
|
|
403
|
Peak Planning Group
Centennial,
Colorado
|
$687K
|
-$40.7K
|
-300
|
-6%
|
|
|
404
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$684K
|
-$18.6K
|
-137
|
-3%
|
|
|
405
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$680K
|
–
|
–
|
–
|
|
|
406
|
NFP Retirement Inc
Aliso Viejo,
California
|
$678K
|
–
|
–
|
–
|
|
|
407
|
ORG Partners
Roanoke,
Indiana
|
$672K
|
-$14.8K
|
-109
|
-2%
|
|
|
408
|
RPG Investment Advisory
Pleasanton,
California
|
$672K
|
-$558K
|
-4,118
|
-48%
|
|
|
409
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$669K
|
-$7.73K
|
-57
|
-1%
|
|
|
410
|
SOL Capital Management
Rockville,
Maryland
|
$660K
|
-$81.3K
|
-600
|
-12%
|
|
|
411
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$660K
|
+$5.56K
|
+41
|
+0.9%
|
|
|
412
|
Allspring Global Investments
Charlotte,
North Carolina
|
$660K
|
-$3.03M
|
-22,374
|
-83%
|
|
|
413
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$656K
|
–
|
–
|
–
|
|
|
414
|
Weaver Consulting Group
Huntington Beach,
California
|
$656K
|
–
|
–
|
–
|
|
|
415
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$649K
|
-$40.7K
|
-300
|
-7%
|
|
|
416
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$647K
|
+$57.7K
|
+426
|
+11%
|
|
|
417
|
Boyd Wealth Management
Sacramento,
California
|
$647K
|
+$149K
|
+1,101
|
+34%
|
|
|
418
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$646K
|
-$1.47M
|
-10,840
|
-72%
|
|
|
419
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$643K
|
–
|
–
|
–
|
|
|
420
|
Madison Asset Management
Madison,
Wisconsin
|
$638K
|
-$56K
|
-413
|
-9%
|
|
|
421
|
Graypoint LLC
Albany,
New York
|
$636K
|
+$136
|
+1
|
+0%
|
|
|
422
|
ORG Wealth Partners
Dallas,
Texas
|
$632K
|
-$678
|
-5
|
-0.1%
|
|
|
423
|
Calamos Wealth Management
Naperville,
Illinois
|
$627K
|
–
|
–
|
–
|
|
|
424
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$627K
|
-$27.1K
|
-200
|
-5%
|
|
|
425
|
Libra Wealth
Los Gatos,
California
|
$622K
|
+$560K
|
+4,133
|
New
|
|
