|
1376
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$444K
|
–
|
–
|
–
|
|
|
1377
|
Westwood Holdings Group
Dallas,
Texas
|
$443K
|
–
|
–
|
–
|
|
|
1378
|
Apella Capital
West Hartford,
Connecticut
|
$441K
|
+$54K
|
+1,987
|
+14%
|
|
|
1379
|
Pine Valley Investments
Marlton,
New Jersey
|
$441K
|
+$5.79K
|
+213
|
+1%
|
|
|
1380
|
Claro Advisors
Boston,
Massachusetts
|
$441K
|
+$204K
|
+7,496
|
+87%
|
|
|
1381
|
Plus Group Wealth Advisors
Belgium,
Wisconsin
|
$441K
|
+$437K
|
+16,076
|
New
|
|
|
1382
|
Wealthstar Advisors
Plano,
Texas
|
$440K
|
-$14.9K
|
-549
|
-3%
|
|
|
1383
|
Sovereign Financial Group
Stamford,
Connecticut
|
$440K
|
-$4.32K
|
-159
|
-1%
|
|
|
1384
|
PTM Wealth Management
North Wales,
United States
|
$440K
|
+$111K
|
+4,093
|
+35%
|
|
|
1385
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$440K
|
+$17.4K
|
+639
|
+4%
|
|
|
1386
|
Prosperity Wealth Management
San Ramon,
California
|
$439K
|
+$39.3K
|
+1,447
|
+10%
|
|
|
1387
|
Baker Avenue Asset Management
San Francisco,
California
|
$439K
|
-$99.8K
|
-3,672
|
-19%
|
|
|
1388
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$437K
|
+$100K
|
+3,690
|
+30%
|
|
|
1389
|
Holistic Planning
Nacogdoches,
Texas
|
$437K
|
+$70K
|
+2,576
|
+19%
|
|
|
1390
|
Secure Asset Management
Troy,
Michigan
|
$436K
|
-$653K
|
-24,006
|
-60%
|
|
|
1391
|
Independent Wealth Advisors
Cary,
North Carolina
|
$436K
|
+$432K
|
+15,885
|
New
|
|
|
1392
|
Kingsman Wealth Management
Pensacola,
Florida
|
$435K
|
+$218
|
+8
|
+0.1%
|
|
|
1393
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$434K
|
–
|
–
|
–
|
|
|
1394
|
Duncker Streett & Co
St. Louis,
Missouri
|
$433K
|
+$109
|
+4
|
+0%
|
|
|
1395
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$433K
|
+$59.7K
|
+2,194
|
+16%
|
|
|
1396
|
Allspring Global Investments
Charlotte,
North Carolina
|
$433K
|
+$422K
|
+15,533
|
New
|
|
|
1397
|
Sensible Money
Scottsdale,
Arizona
|
$433K
|
+$197K
|
+7,240
|
+85%
|
|
|
1398
|
Planning Project LLC
The Woodlands,
Texas
|
$433K
|
+$429K
|
+15,775
|
New
|
|
|
1399
|
Brown Wealth Management
Naperville,
Illinois
|
$433K
|
–
|
–
|
–
|
|
|
1400
|
WealthPoint Financial
Cramerton,
North Carolina
|
$431K
|
+$428K
|
+15,729
|
New
|
|
