|
426
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$634K
|
+$679K
|
+6,554
|
New
|
|
|
427
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$633K
|
-$160K
|
-1,545
|
-20%
|
|
|
428
|
Autumn Glory Partners
Dallas,
Texas
|
$632K
|
–
|
–
|
–
|
|
|
429
|
Strategic Wealth Partners
Independence,
Ohio
|
$625K
|
-$2.8K
|
-27
|
-0.4%
|
|
|
430
|
ProVise Management Group
Clearwater,
Florida
|
$617K
|
–
|
–
|
–
|
|
|
431
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$604K
|
–
|
–
|
–
|
|
|
432
|
Maridea Wealth Management
Brooklyn,
New York
|
$602K
|
-$175K
|
-1,687
|
-21%
|
|
|
433
|
Moors & Cabot
Boston,
Massachusetts
|
$601K
|
-$30.6K
|
-295
|
-5%
|
|
|
434
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$598K
|
+$642K
|
+6,196
|
New
|
|
|
435
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$583K
|
–
|
–
|
–
|
|
|
436
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$582K
|
+$251K
|
+2,423
|
+67%
|
|
|
437
|
Northern Trust
Chicago,
Illinois
|
$580K
|
-$1.41M
|
-13,638
|
-69%
|
|
|
438
|
KeyBank National Association
Cleveland,
Ohio
|
$576K
|
-$2.59K
|
-25
|
-0.4%
|
|
|
439
|
Todd Wealth Management, LLC
Venice,
Florida
|
$559K
|
-$43.2K
|
-417
|
-7%
|
|
|
440
|
Westview Investment Advisors
Burlington,
Vermont
|
$552K
|
-$1.77M
|
-17,123
|
-75%
|
|
|
441
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$550K
|
+$6.74K
|
+65
|
+1%
|
|
|
442
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$548K
|
–
|
–
|
–
|
|
|
443
|
Dash Acquisitions
Woodland Hills,
California
|
$546K
|
–
|
–
|
–
|
|
|
444
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$544K
|
–
|
–
|
–
|
|
|
445
|
Gotham Asset Management
New York
|
$533K
|
–
|
–
|
–
|
|
|
446
|
|
$531K
|
+$289K
|
+2,789
|
+103%
|
|
|
447
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$531K
|
+$28.5K
|
+275
|
+5%
|
|
|
448
|
Dorato Capital Management
Denver,
Colorado
|
$529K
|
-$10.2K
|
-98
|
-2%
|
|
|
449
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$528K
|
+$14.4K
|
+139
|
+3%
|
|
|
450
|
Vision Capital Management
Portland,
Oregon
|
$527K
|
–
|
–
|
–
|
|
