|
951
|
OneAscent Family Office
Birmingham,
Alabama
|
$726K
|
-$62.7K
|
-299
|
-8%
|
|
|
952
|
Oxford Financial Group
Carmel,
Indiana
|
$724K
|
–
|
–
|
–
|
|
|
953
|
Zhang Financial
Portage,
Michigan
|
$724K
|
+$210
|
+1
|
+0%
|
|
|
954
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$724K
|
-$1.46M
|
-6,979
|
-68%
|
|
|
955
|
Zenith Solutions
Philadelphia,
Pennsylvania
|
$723K
|
+$691K
|
+3,294
|
New
|
|
|
956
|
Cassilly Financial Group
Severna Park,
Maryland
|
$721K
|
-$763K
|
-3,638
|
-53%
|
|
|
957
|
Fortis Group Advisors
Westwood,
New Jersey
|
$719K
|
+$5.24K
|
+25
|
+0.8%
|
|
|
958
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$713K
|
-$287K
|
-1,369
|
-30%
|
|
|
959
|
Oath Planning
Tulsa,
Oklahoma
|
$712K
|
+$58.5K
|
+279
|
+9%
|
|
|
960
|
Curtis Wealth Management
Henderson,
Nevada
|
$705K
|
-$3.81M
|
-18,151
|
-85%
|
|
|
961
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$704K
|
-$32.5K
|
-155
|
-5%
|
|
|
962
|
Lantern Wealth Advisors
Melville,
New York
|
$703K
|
-$429K
|
-2,045
|
-39%
|
|
|
963
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$696K
|
+$629
|
+3
|
+0.1%
|
|
|
964
|
BOK Financial
Tulsa,
Oklahoma
|
$696K
|
+$547K
|
+2,608
|
+462%
|
|
|
965
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$695K
|
-$8.92M
|
-42,529
|
-93%
|
|
|
966
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$684K
|
-$596K
|
-2,840
|
-48%
|
|
|
967
|
Donaldson Capital Management
Evansville,
Indiana
|
$681K
|
+$4.82K
|
+23
|
+0.7%
|
|
|
968
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$681K
|
+$651K
|
+3,104
|
New
|
|
|
969
|
Prime Buchholz
Portsmouth,
New Hampshire
|
$680K
|
+$650K
|
+3,100
|
New
|
|
|
970
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$680K
|
-$4.19K
|
-20
|
-0.6%
|
|
|
971
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$679K
|
-$162K
|
-772
|
-20%
|
|
|
972
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$678K
|
+$419
|
+2
|
+0.1%
|
|
|
973
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$678K
|
+$522K
|
+2,490
|
+416%
|
|
|
974
|
DLK Investment Management
Solana Beach,
California
|
$673K
|
+$826K
|
+3,940
|
New
|
|
|
975
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$670K
|
+$77K
|
+367
|
+14%
|
|
