|
401
|
Asset Planning Inc
Cypress,
California
|
$8.07K
|
–
|
–
|
–
|
|
|
402
|
Crewe Advisors
Salt Lake City,
Utah
|
$8.07K
|
–
|
–
|
–
|
|
|
403
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$8.07K
|
–
|
–
|
–
|
|
|
404
|
Strategic Wealth Partners
Independence,
Ohio
|
$7.1K
|
–
|
–
|
–
|
|
|
405
|
AssetMark Inc
Concord,
California
|
$6.13K
|
+$2.52K
|
+36
|
+90%
|
|
|
406
|
Caitong International Asset Management
Hong Kong
|
$5.73K
|
+$4.97K
|
+71
|
New
|
|
|
407
|
Bell Investment Advisors
Oakland,
California
|
$5.41K
|
-$630
|
-9
|
-12%
|
|
|
408
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4.84K
|
-$2.1K
|
-30
|
-33%
|
|
|
409
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$4.04K
|
+$3.5K
|
+50
|
New
|
|
|
410
|
Sittner & Nelson
Eugene,
Oregon
|
$3.63K
|
+$3.15K
|
+45
|
New
|
|
|
411
|
Bare Financial Services
Gap,
Pennsylvania
|
$2.91K
|
–
|
–
|
–
|
|
|
412
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$2.48K
|
+$3.36K
|
+48
|
+75%
|
|
|
413
|
TD Private Client Wealth
New York
|
$2.34K
|
+$630
|
+9
|
+45%
|
|
|
414
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$2.34K
|
+$2.03K
|
+29
|
New
|
|
|
415
|
Golden State Wealth Management
Santa Ana,
California
|
$2.18K
|
–
|
–
|
–
|
|
|
416
|
Meeder Asset Management
Dublin,
Ohio
|
$2.18K
|
+$1.89K
|
+27
|
New
|
|
|
417
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$2.02K
|
–
|
–
|
–
|
|
|
418
|
Wealthspire Advisors (New York)
New York
|
$1.7K
|
+$1.47K
|
+21
|
New
|
|
|
419
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$1.7K
|
+$1.47K
|
+21
|
New
|
|
|
420
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.29K
|
+$490
|
+7
|
+78%
|
|
|
421
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.21K
|
-$1.05K
|
-15
|
-50%
|
|
|
422
|
Copia Wealth Management
Bend,
Oregon
|
$1.21K
|
–
|
–
|
–
|
|
|
423
|
Physician Wealth Advisors
Midvale,
Utah
|
$969
|
+$840
|
+12
|
New
|
|
|
424
|
Parallel Advisors
San Francisco,
California
|
$955
|
+$70
|
+1
|
+10%
|
|
|
425
|
Frazier Financial Advisors
Columbus,
Ohio
|
$808
|
+$700
|
+10
|
New
|
|
