|
501
|
Diversify Advisory Services
Sandy,
Utah
|
$492K
|
-$177K
|
-1,713
|
-26%
|
|
|
502
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$490K
|
+$17.4K
|
+169
|
+4%
|
|
|
503
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$486K
|
+$619
|
+6
|
+0.1%
|
|
|
504
|
OneAscent Financial Services
Birmingham,
Alabama
|
$485K
|
+$108K
|
+1,045
|
+29%
|
|
|
505
|
Security Financial Services
Fort Wayne,
Indiana
|
$478K
|
-$574K
|
-5,569
|
-55%
|
|
|
506
|
Meridian Wealth Management
Lexington,
Kentucky
|
$476K
|
+$10.4K
|
+101
|
+2%
|
|
|
507
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$473K
|
-$35.2K
|
-341
|
-7%
|
|
|
508
|
Financial Harvest
Winter Park,
Florida
|
$473K
|
+$1.03K
|
+10
|
+0.2%
|
|
|
509
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$472K
|
+$206
|
+2
|
+0%
|
|
|
510
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$469K
|
+$103
|
+1
|
+0%
|
|
|
511
|
Geneos Wealth Management
Englewood,
Colorado
|
$469K
|
+$23.5K
|
+228
|
+5%
|
|
|
512
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$465K
|
–
|
–
|
–
|
|
|
513
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$463K
|
+$29.2K
|
+283
|
+7%
|
|
|
514
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$463K
|
+$15.6K
|
+151
|
+3%
|
|
|
515
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$462K
|
+$130K
|
+1,265
|
+39%
|
|
|
516
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$458K
|
+$66.3K
|
+643
|
+17%
|
|
|
517
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$458K
|
-$149K
|
-1,444
|
-25%
|
|
|
518
|
Avid Wealth Partners
San Antonio,
Texas
|
$457K
|
-$13.8K
|
-134
|
-3%
|
|
|
519
|
Avidian Wealth Enterprises
Houston,
Texas
|
$453K
|
-$6.5K
|
-63
|
-1%
|
|
|
520
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$452K
|
+$65.3K
|
+633
|
+17%
|
|
|
521
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$450K
|
+$98.5K
|
+955
|
+28%
|
|
|
522
|
Florida Financial Advisors
Tampa,
Florida
|
$447K
|
-$85.8K
|
-832
|
-16%
|
|
|
523
|
GTS Securities
Miami,
Florida
|
$446K
|
-$85.6K
|
-830
|
-16%
|
|
|
524
|
Madden Securities
Dallas,
Texas
|
$435K
|
–
|
–
|
–
|
|
|
525
|
Keystone Wealth Services
Palm Desert,
California
|
$434K
|
+$433K
|
+4,196
|
New
|
|
