|
526
|
Divergent Planning
Bethesda,
Maryland
|
$301K
|
–
|
–
|
–
|
|
|
527
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$297K
|
-$43.9K
|
-708
|
-13%
|
|
|
528
|
CFO4Life Group
Coppell,
Texas
|
$295K
|
+$1.55K
|
+25
|
+0.5%
|
|
|
529
|
|
$295K
|
+$286K
|
+4,616
|
New
|
|
|
530
|
Berkeley Capital Partners
Milton,
Georgia
|
$295K
|
+$6.39K
|
+103
|
+2%
|
|
|
531
|
Falcon Wealth Planning
Ontario,
California
|
$294K
|
–
|
–
|
–
|
|
|
532
|
Smith, Moore & Co
Clayton,
Missouri
|
$294K
|
+$51.4K
|
+829
|
+22%
|
|
|
533
|
Credit Suisse
Zurich,
Switzerland
|
$293K
|
-$5.33M
|
-85,957
|
-95%
|
|
|
534
|
Avantax Planning Partners
Dubuque,
Iowa
|
$292K
|
+$6.2K
|
+100
|
+2%
|
|
|
535
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$284K
|
-$3.41K
|
-55
|
-1%
|
|
|
536
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$283K
|
+$275K
|
+4,428
|
New
|
|
|
537
|
Strategic Blueprint
Atlanta,
Georgia
|
$283K
|
-$16.9K
|
-273
|
-6%
|
|
|
538
|
Kestra Private Wealth Services
Austin,
Texas
|
$282K
|
+$274K
|
+4,413
|
New
|
|
|
539
|
Curtis Advisory Group
Santa Barbara,
California
|
$281K
|
+$273K
|
+4,398
|
New
|
|
|
540
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$281K
|
+$1.49K
|
+24
|
+0.5%
|
|
|
541
|
Intellectus Partners
San Francisco,
California
|
$280K
|
+$310
|
+5
|
+0.1%
|
|
|
542
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$279K
|
+$6.95K
|
+112
|
+3%
|
|
|
543
|
Regal Investment Advisors
Kentwood,
Michigan
|
$275K
|
-$79.6K
|
-1,283
|
-23%
|
|
|
544
|
CRA Financial Services
Northfield,
New Jersey
|
$272K
|
+$310
|
+5
|
+0.1%
|
|
|
545
|
Zhang Financial
Portage,
Michigan
|
$270K
|
–
|
–
|
–
|
|
|
546
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$267K
|
+$14.6K
|
+236
|
+6%
|
|
|
547
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$266K
|
–
|
–
|
–
|
|
|
548
|
Kaizen Financial Strategies
Campbell,
California
|
$265K
|
–
|
–
|
–
|
|
|
549
|
M Holdings Securities
Portland,
Oregon
|
$264K
|
+$255K
|
+4,116
|
New
|
|
|
550
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$263K
|
+$310
|
+5
|
+0.1%
|
|
