|
451
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$579K
|
+$40.6K
|
+1,090
|
+8%
|
|
|
452
|
Vise Technologies
New York
|
$576K
|
-$37.2K
|
-1,000
|
-6%
|
|
|
453
|
Strategic Financial Concepts
San Antonio,
Texas
|
$576K
|
+$4.8M
|
+128,861
|
+649%
|
|
|
454
|
Apella Capital
West Hartford,
Connecticut
|
$572K
|
-$58K
|
-1,558
|
-10%
|
|
|
455
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$570K
|
+$563K
|
+15,120
|
New
|
|
|
456
|
Castleview Partners
Dallas,
Texas
|
$564K
|
+$175K
|
+4,712
|
+46%
|
|
|
457
|
Penobscot Wealth Management
Portland,
Maine
|
$564K
|
-$21.2K
|
-569
|
-4%
|
|
|
458
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$562K
|
+$6.96K
|
+187
|
+1%
|
|
|
459
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$558K
|
+$29.2K
|
+785
|
+6%
|
|
|
460
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$551K
|
+$17.3K
|
+464
|
+3%
|
|
|
461
|
Convergence Financial
Columbia,
Missouri
|
$551K
|
+$176K
|
+4,726
|
+48%
|
|
|
462
|
Cresset Asset Management
Chicago,
Illinois
|
$543K
|
+$42.3K
|
+1,135
|
+9%
|
|
|
463
|
TD Private Client Wealth
New York
|
$542K
|
+$79.3K
|
+2,129
|
+17%
|
|
|
464
|
Keener Financial Planning
Keller,
Texas
|
$541K
|
–
|
–
|
–
|
|
|
465
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$534K
|
-$13.1K
|
-353
|
-2%
|
|
|
466
|
Sequent Asset Management
Houston,
Texas
|
$528K
|
–
|
–
|
–
|
|
|
467
|
Lunt Capital Management
Holladay,
Utah
|
$520K
|
+$514K
|
+13,801
|
New
|
|
|
468
|
Catalyst Private Wealth
San Mateo,
California
|
$520K
|
-$55.6K
|
-1,492
|
-10%
|
|
|
469
|
Lane & Associates
Moorestown,
New Jersey
|
$519K
|
-$316K
|
-8,484
|
-38%
|
|
|
470
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$516K
|
+$511K
|
+13,732
|
New
|
|
|
471
|
Napa Wealth Management
Napa,
California
|
$515K
|
+$509K
|
+13,665
|
New
|
|
|
472
|
Cabot Wealth Management
Salem,
Massachusetts
|
$514K
|
–
|
–
|
–
|
|
|
473
|
Rede Wealth
Charlottesville,
Virginia
|
$513K
|
+$256K
|
+6,874
|
+102%
|
|
|
474
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$512K
|
-$39.8K
|
-1,069
|
-7%
|
|
|
475
|
US Bancorp
Minneapolis,
Minnesota
|
$509K
|
-$18.2K
|
-489
|
-3%
|
|
