|
551
|
Holistic Planning
Nacogdoches,
Texas
|
$1.31M
|
+$1.29M
|
+23,024
|
New
|
|
|
552
|
Calton & Associates
Tampa,
Florida
|
$1.3M
|
+$27.3K
|
+486
|
+2%
|
|
|
553
|
Graney & King
Latham,
New York
|
$1.29M
|
-$1.19M
|
-21,181
|
-48%
|
|
|
554
|
Rik Saylor Financial
Fairfield,
Ohio
|
$1.28M
|
-$31.9K
|
-568
|
-2%
|
|
|
555
|
|
$1.28M
|
-$20.3K
|
-361
|
-2%
|
|
|
556
|
Optivise Advisory Services
Franklin,
Tennessee
|
$1.26M
|
-$7.87K
|
-140
|
-0.6%
|
|
|
557
|
Krilogy Financial
St. Louis,
Missouri
|
$1.24M
|
+$5.17K
|
+92
|
+0.4%
|
|
|
558
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.22M
|
-$6.85K
|
-122
|
-0.6%
|
|
|
559
|
Legacy Edge Advisors
Syosset,
New York
|
$1.22M
|
+$1.2M
|
+21,390
|
New
|
|
|
560
|
Towerpoint Wealth
Sacramento,
California
|
$1.22M
|
+$6.12K
|
+109
|
+0.5%
|
|
|
561
|
Coppell Advisory Solutions
Coppell,
Texas
|
$1.21M
|
-$975K
|
-17,346
|
-45%
|
|
|
562
|
Howard Wealth Management
Madison,
Connecticut
|
$1.21M
|
-$20.6K
|
-367
|
-2%
|
|
|
563
|
PFG Investments
Woodbury,
New York
|
$1.21M
|
-$44.9K
|
-799
|
-4%
|
|
|
564
|
Tempus Wealth Planning
Irvine,
California
|
$1.21M
|
+$18.1K
|
+322
|
+2%
|
|
|
565
|
GGM Financials
Columbus,
Ohio
|
$1.2M
|
+$20.1K
|
+358
|
+2%
|
|
|
566
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.2M
|
+$138K
|
+2,463
|
+13%
|
|
|
567
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.19M
|
-$14.4K
|
-257
|
-1%
|
|
|
568
|
Argent Trust Co
Nashville,
Tennessee
|
$1.19M
|
+$133K
|
+2,363
|
+13%
|
|
|
569
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$1.19M
|
+$112
|
+2
|
+0%
|
|
|
570
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.17M
|
-$7.19K
|
-128
|
-0.6%
|
|
|
571
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.17M
|
+$175K
|
+3,113
|
+18%
|
|
|
572
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1.16M
|
-$10.1K
|
-180
|
-0.9%
|
|
|
573
|
Root Financial Partners
Encinitas,
California
|
$1.15M
|
-$21.6K
|
-384
|
-2%
|
|
|
574
|
Lantern Wealth Advisors
Melville,
New York
|
$1.14M
|
+$283K
|
+5,044
|
+33%
|
|
|
575
|
Frisch Financial Group
Melville,
New York
|
$1.14M
|
+$2.87K
|
+51
|
+0.3%
|
|
