|
401
|
Weaver Consulting Group
Huntington Beach,
California
|
$734K
|
+$15.6K
|
+99
|
+2%
|
|
|
402
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$722K
|
+$157
|
+1
|
+0%
|
|
|
403
|
Collective Family Office
York,
Pennsylvania
|
$721K
|
-$34.2K
|
-218
|
-5%
|
|
|
404
|
Kaizen Financial Strategies
Campbell,
California
|
$719K
|
-$62.8K
|
-400
|
-8%
|
|
|
405
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$718K
|
–
|
–
|
–
|
|
|
406
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$713K
|
-$43.5K
|
-277
|
-6%
|
|
|
407
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$710K
|
–
|
–
|
–
|
|
|
408
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$703K
|
–
|
–
|
–
|
|
|
409
|
First American Trust
Santa Ana,
California
|
$703K
|
-$935K
|
-5,950
|
-58%
|
|
|
410
|
Boyd Wealth Management
Sacramento,
California
|
$691K
|
-$15.6K
|
-99
|
-2%
|
|
|
411
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$690K
|
+$68.3K
|
+435
|
+12%
|
|
|
412
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$687K
|
+$656K
|
+4,175
|
New
|
|
|
413
|
Calamos Wealth Management
Naperville,
Illinois
|
$686K
|
–
|
–
|
–
|
|
|
414
|
PGIM Custom Harvest
Newark,
New Jersey
|
$686K
|
+$58.4K
|
+372
|
+10%
|
|
|
415
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$685K
|
–
|
–
|
–
|
|
|
416
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$684K
|
+$86.2K
|
+549
|
+15%
|
|
|
417
|
Sterling Capital Management
Charlotte,
North Carolina
|
$683K
|
-$75.1K
|
-478
|
-10%
|
|
|
418
|
Libra Wealth
Los Gatos,
California
|
$680K
|
–
|
–
|
–
|
|
|
419
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$674K
|
-$631K
|
-4,019
|
-50%
|
|
|
420
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$673K
|
+$157
|
+1
|
+0%
|
|
|
421
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$664K
|
-$627K
|
-3,993
|
-50%
|
|
|
422
|
Meridian Wealth Advisors
Austin,
Texas
|
$658K
|
–
|
–
|
–
|
|
|
423
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$658K
|
–
|
–
|
–
|
|
|
424
|
Fiduciary Trust
Boston,
Massachusetts
|
$657K
|
–
|
–
|
–
|
|
|
425
|
FourThought Financial Partners
Venice,
Florida
|
$654K
|
–
|
–
|
–
|
|
