|
301
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$581K
|
–
|
–
|
–
|
|
|
302
|
Client 1st Advisory Group
Dunedin,
Florida
|
$578K
|
+$497
|
+2
|
+0.1%
|
|
|
303
|
BAM Wealth Management
Lakewood,
Colorado
|
$577K
|
-$250K
|
-1,006
|
-30%
|
|
|
304
|
Holistic Planning
Nacogdoches,
Texas
|
$572K
|
+$566K
|
+2,276
|
New
|
|
|
305
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$569K
|
-$19.4K
|
-78
|
-3%
|
|
|
306
|
Centaurus Financial
Anaheim,
California
|
$561K
|
-$26.1K
|
-105
|
-4%
|
|
|
307
|
BTC Capital Management
Des Moines,
Iowa
|
$560K
|
+$554K
|
+2,230
|
New
|
|
|
308
|
AssetMark Inc
Concord,
California
|
$557K
|
-$4.23K
|
-17
|
-0.8%
|
|
|
309
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$557K
|
+$2.49K
|
+10
|
+0.5%
|
|
|
310
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$554K
|
-$32.3K
|
-130
|
-6%
|
|
|
311
|
RFG Advisory
Birmingham,
Alabama
|
$553K
|
-$367K
|
-1,477
|
-40%
|
|
|
312
|
Farther Finance Advisors
San Francisco,
California
|
$552K
|
+$298K
|
+1,198
|
+120%
|
|
|
313
|
Pacific Sun Financial
Los Angeles,
California
|
$552K
|
+$9.45K
|
+38
|
+2%
|
|
|
314
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$548K
|
-$4.97K
|
-20
|
-0.9%
|
|
|
315
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$543K
|
-$12.4K
|
-50
|
-2%
|
|
|
316
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$539K
|
–
|
–
|
–
|
|
|
317
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$535K
|
+$1.74K
|
+7
|
+0.3%
|
|
|
318
|
Cabana LLC
Fayetteville,
Arkansas
|
$534K
|
+$528K
|
+2,124
|
New
|
|
|
319
|
Brown Brothers Harriman & Co
New York
|
$532K
|
–
|
–
|
–
|
|
|
320
|
|
$528K
|
+$22.1K
|
+89
|
+4%
|
|
|
321
|
TFB Advisors
Overland Park,
Kansas
|
$523K
|
+$517K
|
+2,081
|
New
|
|
|
322
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$521K
|
-$150K
|
-602
|
-22%
|
|
|
323
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$519K
|
–
|
–
|
–
|
|
|
324
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$519K
|
-$11.9K
|
-48
|
-2%
|
|
|
325
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$518K
|
-$55.4K
|
-223
|
-10%
|
|
