|
501
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$212K
|
+$202K
|
+2,345
|
New
|
|
|
502
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$212K
|
+$202K
|
+2,344
|
New
|
|
|
503
|
Plum Street Advisors
New Orleans,
Louisiana
|
$209K
|
+$189K
|
+2,192
|
New
|
|
|
504
|
Wedbush Securities
Los Angeles,
California
|
$208K
|
+$198K
|
+2,304
|
New
|
|
|
505
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$207K
|
+$197K
|
+2,289
|
New
|
|
|
506
|
Wealthspire Advisors (New York)
New York
|
$206K
|
+$196K
|
+2,273
|
New
|
|
|
507
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$204K
|
-$260K
|
-3,016
|
-57%
|
|
|
508
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$204K
|
+$194K
|
+2,250
|
New
|
|
|
509
|
Idaho Trust Bank
Boise,
Idaho
|
$204K
|
+$194K
|
+2,250
|
New
|
|
|
510
|
Plancorp LLC
Saint Louis,
Missouri
|
$203K
|
+$193K
|
+2,247
|
New
|
|
|
511
|
Insigneo Advisory Services
Miami,
Florida
|
$202K
|
+$193K
|
+2,238
|
New
|
|
|
512
|
Accel Wealth Management
Waverly,
Iowa
|
$202K
|
+$192K
|
+2,228
|
New
|
|
|
513
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$195K
|
+$86
|
+1
|
+0%
|
|
|
514
|
MCF Advisors
Covington,
Kentucky
|
$182K
|
–
|
–
|
–
|
|
|
515
|
Harbour Investments
Madison,
Wisconsin
|
$172K
|
-$10.7K
|
-124
|
-6%
|
|
|
516
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$167K
|
+$160K
|
+1,857
|
New
|
|
|
517
|
Element Wealth
Ridgeland,
Mississippi
|
$162K
|
+$7.75K
|
+90
|
+5%
|
|
|
518
|
First Financial Corp
Terre Haute,
Indiana
|
$159K
|
–
|
–
|
–
|
|
|
519
|
WealthShield Partners
Cary,
North Carolina
|
$158K
|
–
|
–
|
–
|
|
|
520
|
McIlrath & Eck
Arlington,
Washington
|
$155K
|
+$775
|
+9
|
+0.5%
|
|
|
521
|
Financial Perspectives
Minneapolis,
Minnesota
|
$153K
|
+$5.25K
|
+61
|
+4%
|
|
|
522
|
NorthRock Partners
Minneapolis,
Minnesota
|
$151K
|
+$16.5K
|
+192
|
+13%
|
|
|
523
|
Avion Wealth
The Woodlands,
Texas
|
$151K
|
–
|
–
|
–
|
|
|
524
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$147K
|
+$140K
|
+1,628
|
New
|
|
|
525
|
Avior Wealth Management
Omaha,
Nebraska
|
$141K
|
+$46.8K
|
+544
|
+53%
|
|
