|
401
|
M Holdings Securities
Portland,
Oregon
|
$805K
|
–
|
–
|
–
|
|
|
402
|
OLIO Financial Planning
Mclean,
Virginia
|
$802K
|
–
|
–
|
–
|
|
|
403
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$790K
|
-$203K
|
-2,458
|
-20%
|
|
|
404
|
CacheTech Inc
Logan,
Utah
|
$789K
|
+$87.9K
|
+1,064
|
+12%
|
|
|
405
|
WNY Asset Management
Williamsville,
New York
|
$784K
|
+$819K
|
+9,913
|
New
|
|
|
406
|
Inspire Advisors
Meridian,
Idaho
|
$776K
|
+$811K
|
+9,815
|
New
|
|
|
407
|
Koshinski Asset Management
Decatur,
Illinois
|
$772K
|
-$11.3K
|
-137
|
-1%
|
|
|
408
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$771K
|
-$47.3K
|
-573
|
-6%
|
|
|
409
|
Barnes Wealth Management Group
Bakersfield,
California
|
$770K
|
+$90.7K
|
+1,098
|
+13%
|
|
|
410
|
Indivisible Partners
Clearwater,
Florida
|
$766K
|
–
|
–
|
–
|
|
|
411
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$761K
|
-$80.6K
|
-976
|
-9%
|
|
|
412
|
Independent Wealth Network
Urbandale,
Iowa
|
$761K
|
+$2.4K
|
+29
|
+0.3%
|
|
|
413
|
Detalus Advisors
St. Louis,
Missouri
|
$758K
|
+$792K
|
+9,584
|
New
|
|
|
414
|
BlueDoor Private Wealth
Beverly,
Massachusetts
|
$757K
|
+$53.2K
|
+644
|
+7%
|
|
|
415
|
US Bancorp
Minneapolis,
Minnesota
|
$735K
|
+$530K
|
+6,422
|
+223%
|
|
|
416
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$724K
|
+$756K
|
+9,157
|
New
|
|
|
417
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$719K
|
+$621K
|
+7,517
|
+477%
|
|
|
418
|
Manhattan West Asset Management
Los Angeles,
California
|
$709K
|
–
|
–
|
–
|
|
|
419
|
TIAA-CREF Individual & Institutional Services
New York
|
$707K
|
+$738K
|
+8,938
|
New
|
|
|
420
|
Nikulski Financial
Bettendorf,
Iowa
|
$700K
|
-$112K
|
-1,355
|
-13%
|
|
|
421
|
MBE Wealth Management
Tomah,
Wisconsin
|
$699K
|
+$7.02K
|
+85
|
+1%
|
|
|
422
|
Amicus Financial Advisors
Lubbock,
Texas
|
$697K
|
-$63.7K
|
-771
|
-8%
|
|
|
423
|
Stonebrook Private
Northville,
Michigan
|
$690K
|
+$496
|
+6
|
+0.1%
|
|
|
424
|
SlateStone Wealth
Jupiter,
Florida
|
$688K
|
-$8.76K
|
-106
|
-1%
|
|
|
425
|
CoreCap Advisors
Southfield,
Michigan
|
$686K
|
+$8.01K
|
+97
|
+1%
|
|
