|
401
|
GK Wealth Management
Reno,
Nevada
|
$500K
|
+$509K
|
+22,030
|
New
|
|
|
402
|
Kestra Private Wealth Services
Austin,
Texas
|
$494K
|
+$7.72K
|
+334
|
+2%
|
|
|
403
|
Advisory Alpha
Holland,
Michigan
|
$479K
|
-$167K
|
-7,223
|
-26%
|
|
|
404
|
Truist Financial
Charlotte,
North Carolina
|
$477K
|
-$39.3K
|
-1,700
|
-7%
|
|
|
405
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$474K
|
–
|
–
|
–
|
|
|
406
|
Fiduciary Family Office
Boca Raton,
Florida
|
$474K
|
+$483K
|
+20,900
|
New
|
|
|
407
|
Versant Capital Management
Phoenix,
Arizona
|
$474K
|
-$17K
|
-737
|
-3%
|
|
|
408
|
Sherwood Financial Partners
Westlake Village,
California
|
$473K
|
+$481K
|
+20,827
|
New
|
|
|
409
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$468K
|
-$58.5K
|
-2,530
|
-11%
|
|
|
410
|
Investment Planning Advisors
Cumming,
Georgia
|
$468K
|
+$4.02K
|
+174
|
+0.9%
|
|
|
411
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
$466K
|
+$41.3K
|
+1,789
|
+10%
|
|
|
412
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$453K
|
-$136K
|
-5,901
|
-23%
|
|
|
413
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$452K
|
-$741K
|
-32,078
|
-62%
|
|
|
414
|
Retirement Guys Formula
Maumee,
Ohio
|
$450K
|
-$12.4K
|
-537
|
-3%
|
|
|
415
|
Financial Consulate
Hunt Valley,
Maryland
|
$446K
|
–
|
–
|
–
|
|
|
416
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$446K
|
–
|
–
|
–
|
|
|
417
|
Fulcrum Equity Management
Plano,
Texas
|
$445K
|
-$17.8K
|
-771
|
-4%
|
|
|
418
|
WealthCollab
Bellevue,
Washington
|
$443K
|
-$26.4K
|
-1,142
|
-6%
|
|
|
419
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$441K
|
–
|
–
|
–
|
|
|
420
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$439K
|
-$16.4K
|
-710
|
-4%
|
|
|
421
|
Hardin Capital Partners
Greenville,
South Carolina
|
$437K
|
+$1.09K
|
+47
|
+0.2%
|
|
|
422
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$431K
|
-$4.97K
|
-215
|
-1%
|
|
|
423
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$423K
|
–
|
–
|
–
|
|
|
424
|
FDx Advisors
Chicago,
Illinois
|
$420K
|
-$76.8K
|
-3,326
|
-15%
|
|
|
425
|
Fermata Advisors
Sonoma,
California
|
$418K
|
-$73.6K
|
-3,186
|
-15%
|
|
