|
501
|
TrueWealth Advisors
Birmingham,
Alabama
|
$356K
|
–
|
–
|
–
|
|
|
502
|
Verus Capital Partners
Scottsdale,
Arizona
|
$355K
|
+$42.7K
|
+591
|
+14%
|
|
|
503
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$352K
|
–
|
–
|
–
|
|
|
504
|
Castle Wealth Management
West Palm Beach,
Florida
|
$351K
|
–
|
–
|
–
|
|
|
505
|
BOK Financial Private Wealth
Denver,
Colorado
|
$350K
|
-$169K
|
-2,345
|
-33%
|
|
|
506
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$349K
|
-$359K
|
-4,965
|
-52%
|
|
|
507
|
Divergent Planning
Bethesda,
Maryland
|
$349K
|
–
|
–
|
–
|
|
|
508
|
Novus Advisors
Greenville,
South Carolina
|
$348K
|
–
|
–
|
–
|
|
|
509
|
Astoria Portfolio Advisors
New York
|
$342K
|
+$30.6K
|
+424
|
+10%
|
|
|
510
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$336K
|
–
|
–
|
–
|
|
|
511
|
Kestra Private Wealth Services
Austin,
Texas
|
$333K
|
+$12.1K
|
+167
|
+4%
|
|
|
512
|
Grant Private Wealth Management
Pleasanton,
California
|
$331K
|
+$320K
|
+4,428
|
New
|
|
|
513
|
Atlas Legacy Advisors
Los Angeles,
California
|
$330K
|
-$2.6K
|
-36
|
-0.8%
|
|
|
514
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$330K
|
+$4.77K
|
+66
|
+2%
|
|
|
515
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$329K
|
–
|
–
|
–
|
|
|
516
|
BSW Wealth Partners
Boulder,
Colorado
|
$329K
|
+$433
|
+6
|
+0.1%
|
|
|
517
|
Diversified Enterprises
Wilmington,
Delaware
|
$328K
|
+$317K
|
+4,396
|
New
|
|
|
518
|
Congress Wealth Management
Boston,
Massachusetts
|
$328K
|
+$89.6K
|
+1,241
|
+39%
|
|
|
519
|
IEQ Capital
Foster City,
California
|
$326K
|
+$315K
|
+4,367
|
New
|
|
|
520
|
Compass Capital Corp
Braintree,
Massachusetts
|
$326K
|
–
|
–
|
–
|
|
|
521
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$324K
|
–
|
–
|
–
|
|
|
522
|
Csenge Advisory Group
Clearwater,
Florida
|
$324K
|
-$164K
|
-2,265
|
-34%
|
|
|
523
|
Horan Securities
Cincinnati,
United States
|
$323K
|
+$1.16K
|
+16
|
+0.4%
|
|
|
524
|
CRA Financial Services
Northfield,
New Jersey
|
$322K
|
+$289
|
+4
|
+0.1%
|
|
|
525
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$320K
|
+$1.16K
|
+16
|
+0.4%
|
|
