|
401
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$914K
|
+$56.4K
|
+2,636
|
+6%
|
|
|
402
|
Callan Capital
La Jolla,
California
|
$913K
|
-$139K
|
-6,508
|
-12%
|
|
|
403
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$913K
|
-$10.3K
|
-480
|
-1%
|
|
|
404
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$913K
|
+$69.7K
|
+3,260
|
+7%
|
|
|
405
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$909K
|
+$19.4K
|
+906
|
+2%
|
|
|
406
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$908K
|
+$76.7K
|
+3,586
|
+8%
|
|
|
407
|
Gradient Capital Advisors
San Diego,
California
|
$890K
|
+$137K
|
+6,388
|
+16%
|
|
|
408
|
Mitchell Capital Management
Leawood,
Kansas
|
$887K
|
+$57.9K
|
+2,708
|
+6%
|
|
|
409
|
Zhang Financial
Portage,
Michigan
|
$886K
|
+$108K
|
+5,070
|
+13%
|
|
|
410
|
Grimes & Company
Westborough,
Massachusetts
|
$878K
|
-$2.92M
|
-136,552
|
-75%
|
|
|
411
|
Ironwood Financial
Tucson,
Arizona
|
$876K
|
-$32.2K
|
-1,508
|
-3%
|
|
|
412
|
Cozad Asset Management
Champaign,
Illinois
|
$876K
|
+$77.1K
|
+3,606
|
+9%
|
|
|
413
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$873K
|
-$29.1K
|
-1,360
|
-3%
|
|
|
414
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$854K
|
-$230K
|
-10,774
|
-20%
|
|
|
415
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$854K
|
+$145K
|
+6,776
|
+18%
|
|
|
416
|
WR Wealth Planners
Columbia,
Missouri
|
$854K
|
-$8.94K
|
-418
|
-0.9%
|
|
|
417
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$853K
|
+$7.61K
|
+356
|
+0.8%
|
|
|
418
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$846K
|
+$3.46K
|
+162
|
+0.4%
|
|
|
419
|
Blooom Inc
Overland Park,
Kansas
|
$844K
|
-$70.6K
|
-3,304
|
-8%
|
|
|
420
|
Smith Anglin Financial
Dallas,
Texas
|
$842K
|
-$4.66K
|
-218
|
-0.5%
|
|
|
421
|
William Blair & Company
Chicago,
Illinois
|
$841K
|
-$72.3K
|
-3,382
|
-7%
|
|
|
422
|
Roundview Capital
Princeton,
New Jersey
|
$840K
|
-$21.6K
|
-1,010
|
-2%
|
|
|
423
|
Atria Wealth Solutions
New York
|
$839K
|
-$275K
|
-12,884
|
-23%
|
|
|
424
|
Belpointe Asset Management
Reno,
Nevada
|
$827K
|
-$697K
|
-32,598
|
-43%
|
|
|
425
|
Cetera Advisors
Denver,
Colorado
|
$827K
|
-$35.9K
|
-1,678
|
-4%
|
|
