|
526
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$675K
|
+$630K
|
+19,847
|
New
|
|
|
527
|
Great Diamond Partners
Portland,
Maine
|
$673K
|
+$5.14K
|
+162
|
+0.8%
|
|
|
528
|
Franklin Resources
San Mateo,
California
|
$666K
|
+$3.21K
|
+101
|
+0.5%
|
|
|
529
|
Balanced Wealth Group
Westlake,
Ohio
|
$655K
|
+$611K
|
+19,260
|
New
|
|
|
530
|
Advisory Services Network
Atlanta,
Georgia
|
$651K
|
+$6.06K
|
+191
|
+1%
|
|
|
531
|
Stone Summit Wealth
Miami,
Florida
|
$647K
|
+$52.1K
|
+1,640
|
+9%
|
|
|
532
|
Richard W. Paul & Associates
Novi,
Michigan
|
$647K
|
-$15.3K
|
-482
|
-2%
|
|
|
533
|
Legacy Edge Advisors
Syosset,
New York
|
$641K
|
+$598K
|
+18,846
|
New
|
|
|
534
|
KeyBank National Association
Cleveland,
Ohio
|
$629K
|
–
|
–
|
–
|
|
|
535
|
Partnership Wealth Management
Towson,
Maryland
|
$625K
|
+$589K
|
+18,552
|
New
|
|
|
536
|
Perigon Wealth Management
San Francisco,
California
|
$621K
|
+$65.8K
|
+2,074
|
+13%
|
|
|
537
|
New Republic Capital
Charlotte,
North Carolina
|
$619K
|
–
|
–
|
–
|
|
|
538
|
River Street Advisors
Aurora,
Illinois
|
$616K
|
-$26.9K
|
-846
|
-4%
|
|
|
539
|
Port Capital
Chicago,
Illinois
|
$612K
|
–
|
–
|
–
|
|
|
540
|
Lockerman Financial Group
Newport Beach,
California
|
$609K
|
+$194K
|
+6,104
|
+52%
|
|
|
541
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$608K
|
-$5.3K
|
-167
|
-0.9%
|
|
|
542
|
Cannon Financial Strategists
Athens,
Georgia
|
$605K
|
+$444
|
+14
|
+0.1%
|
|
|
543
|
Accel Wealth Management
Waverly,
Iowa
|
$605K
|
–
|
–
|
–
|
|
|
544
|
Acropolis Investment Management
St. Louis,
Missouri
|
$602K
|
–
|
–
|
–
|
|
|
545
|
M Holdings Securities
Portland,
Oregon
|
$597K
|
–
|
–
|
–
|
|
|
546
|
Zacks Investment Management
Chicago,
Illinois
|
$592K
|
-$267K
|
-8,398
|
-33%
|
|
|
547
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$590K
|
+$160K
|
+5,053
|
+41%
|
|
|
548
|
Epic Trust Investment Advisors
Richland,
Washington
|
$582K
|
+$543K
|
+17,113
|
New
|
|
|
549
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$574K
|
–
|
–
|
–
|
|
|
550
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$573K
|
+$478K
|
+15,047
|
+835%
|
|
