|
676
|
XY Planning Network
Bozeman,
Montana
|
$422K
|
+$115K
|
+2,276
|
+37%
|
|
|
677
|
CAP Partners LLC
Franklin,
Tennessee
|
$421K
|
-$13.4K
|
-265
|
-3%
|
|
|
678
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$415K
|
-$47.5K
|
-938
|
-10%
|
|
|
679
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$408K
|
+$77.4K
|
+1,530
|
+23%
|
|
|
680
|
D.A. Davidson & Co
Great Falls,
Montana
|
$404K
|
+$13.9K
|
+274
|
+4%
|
|
|
681
|
Golden State Wealth Management
Santa Ana,
California
|
$404K
|
+$56.2K
|
+1,111
|
+16%
|
|
|
682
|
BlackDiamond Wealth Management
New York
|
$404K
|
-$98.1K
|
-1,938
|
-19%
|
|
|
683
|
|
$398K
|
+$36.2K
|
+716
|
+10%
|
|
|
684
|
Security Financial Services
Fort Wayne,
Indiana
|
$390K
|
+$96.6K
|
+1,909
|
+33%
|
|
|
685
|
|
$380K
|
+$382K
|
+7,548
|
New
|
|
|
686
|
Avior Wealth Management
Omaha,
Nebraska
|
$367K
|
+$368K
|
+7,276
|
New
|
|
|
687
|
Clarkston Capital Partners
Rochester,
Michigan
|
$365K
|
+$367K
|
+7,250
|
New
|
|
|
688
|
Leavell Investment Management
Mobile,
Alabama
|
$365K
|
-$5.51M
|
-108,891
|
-94%
|
|
|
689
|
Cottage Street Advisors
Marion,
Massachusetts
|
$365K
|
+$2.33K
|
+46
|
+0.6%
|
|
|
690
|
Columbia Advisory Partners
Spokane,
Washington
|
$359K
|
+$17.7K
|
+350
|
+5%
|
|
|
691
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$354K
|
+$356K
|
+7,025
|
New
|
|
|
692
|
Corient Private Wealth
Miami,
Florida
|
$351K
|
-$317K
|
-6,255
|
-47%
|
|
|
693
|
Bulltick Wealth Management
Miami,
Florida
|
$349K
|
+$350K
|
+6,909
|
New
|
|
|
694
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$348K
|
+$67.5K
|
+1,334
|
+24%
|
|
|
695
|
Seelaus Asset Management
Chatham,
New Jersey
|
$341K
|
-$176K
|
-3,474
|
-34%
|
|
|
696
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$340K
|
-$25.2K
|
-498
|
-7%
|
|
|
697
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$336K
|
-$31K
|
-612
|
-8%
|
|
|
698
|
Activest Wealth Management
Aventure,
Florida
|
$335K
|
+$79.4K
|
+1,569
|
+31%
|
|
|
699
|
One Degree Advisors
San Diego,
California
|
$333K
|
+$336K
|
+6,631
|
New
|
|
|
700
|
Sequoia Financial Advisors
Akron,
Ohio
|
$331K
|
+$82K
|
+1,620
|
+33%
|
|
