|
501
|
Trademark Financial Management
Bloomington,
Minnesota
|
$396K
|
+$79.2K
|
+968
|
+25%
|
|
|
502
|
|
$394K
|
-$3.95M
|
-48,287
|
-91%
|
|
|
503
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$391K
|
–
|
–
|
–
|
|
|
504
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$390K
|
-$12K
|
-147
|
-3%
|
|
|
505
|
Triumph Capital Management
Denver,
Colorado
|
$389K
|
-$899
|
-11
|
-0.2%
|
|
|
506
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$389K
|
+$1.06K
|
+13
|
+0.3%
|
|
|
507
|
Adams Wealth Management
Logan,
Utah
|
$385K
|
-$53.4K
|
-653
|
-12%
|
|
|
508
|
Gradient Capital Advisors
San Diego,
California
|
$381K
|
-$7.93K
|
-97
|
-2%
|
|
|
509
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$380K
|
+$377K
|
+4,607
|
New
|
|
|
510
|
Summit Financial
Parsippany,
New Jersey
|
$376K
|
+$373K
|
+4,562
|
New
|
|
|
511
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$374K
|
+$371K
|
+4,536
|
New
|
|
|
512
|
Concurrent Investment Advisors
Tampa,
Florida
|
$373K
|
+$40.8K
|
+499
|
+12%
|
|
|
513
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$372K
|
-$7.93K
|
-97
|
-2%
|
|
|
514
|
Quadcap Wealth Management
Frisco,
Texas
|
$370K
|
-$2.62K
|
-32
|
-0.7%
|
|
|
515
|
Donaldson Capital Management
Evansville,
Indiana
|
$365K
|
–
|
–
|
–
|
|
|
516
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$364K
|
-$56.4K
|
-690
|
-14%
|
|
|
517
|
Freestone Capital Holdings
Seattle,
Washington
|
$356K
|
–
|
–
|
–
|
|
|
518
|
Neuberger Berman Group
New York
|
$355K
|
–
|
–
|
–
|
|
|
519
|
Falcon Wealth Planning
Ontario,
California
|
$353K
|
-$1.64K
|
-20
|
-0.5%
|
|
|
520
|
Balance Wealth
Delaware,
Ohio
|
$352K
|
+$349K
|
+4,268
|
New
|
|
|
521
|
BCK Partners
Corning,
New York
|
$350K
|
-$60.2K
|
-736
|
-15%
|
|
|
522
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$348K
|
-$3.43K
|
-42
|
-1%
|
|
|
523
|
HUB Investment Partners
Austin,
Texas
|
$347K
|
-$177K
|
-2,161
|
-34%
|
|
|
524
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$346K
|
-$29.5K
|
-361
|
-8%
|
|
|
525
|
Washburn Capital Management
Vero Beach,
Florida
|
$344K
|
–
|
–
|
–
|
|
