|
326
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$503K
|
+$504K
|
+10,000
|
New
|
|
|
327
|
Emerald Advisors
Bellevue,
Washington
|
$503K
|
+$504K
|
+10,000
|
New
|
|
|
328
|
Vontobel Holding
Zurich,
Switzerland
|
$501K
|
–
|
–
|
–
|
|
|
329
|
Liberty Wealth Management
Oakland,
California
|
$500K
|
+$139K
|
+2,764
|
+39%
|
|
|
330
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$499K
|
-$566K
|
-11,247
|
-53%
|
|
|
331
|
Delos Wealth Advisors
Dallas,
Texas
|
$499K
|
+$499K
|
+9,915
|
New
|
|
|
332
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$498K
|
+$499K
|
+9,901
|
New
|
|
|
333
|
Insight Advisors
Newtown,
Pennsylvania
|
$495K
|
-$13.1K
|
-261
|
-3%
|
|
|
334
|
Avidian Wealth Enterprises
Houston,
Texas
|
$495K
|
-$830K
|
-16,477
|
-63%
|
|
|
335
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$492K
|
-$253K
|
-5,027
|
-34%
|
|
|
336
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$480K
|
+$58.2K
|
+1,155
|
+14%
|
|
|
337
|
Continuum Advisory
Eagle,
Idaho
|
$469K
|
-$57.9K
|
-1,149
|
-11%
|
|
|
338
|
Creative Planning
Overland Park,
Kansas
|
$457K
|
-$673K
|
-13,364
|
-60%
|
|
|
339
|
VERITY Wealth Advisors
Sausalito,
United States
|
$456K
|
+$1.86K
|
+37
|
+0.4%
|
|
|
340
|
Global Retirement Partners
San Rafael,
California
|
$449K
|
+$28.6K
|
+568
|
+7%
|
|
|
341
|
Atria Wealth Solutions
New York
|
$449K
|
+$113K
|
+2,239
|
+34%
|
|
|
342
|
Weaver Consulting Group
Huntington Beach,
California
|
$446K
|
+$193K
|
+3,830
|
+76%
|
|
|
343
|
Cahill Financial Advisors
Edina,
Minnesota
|
$439K
|
+$440K
|
+8,732
|
New
|
|
|
344
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$432K
|
+$433K
|
+8,590
|
New
|
|
|
345
|
Destination Wealth Management
Walnut Creek,
California
|
$425K
|
-$275K
|
-5,467
|
-39%
|
|
|
346
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$416K
|
-$247K
|
-4,905
|
-37%
|
|
|
347
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$409K
|
+$409K
|
+8,124
|
New
|
|
|
348
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$400K
|
–
|
–
|
–
|
|
|
349
|
Wealthquest
Cincinnati,
Ohio
|
$379K
|
+$20.7K
|
+410
|
+6%
|
|
|
350
|
Perigon Wealth Management
San Francisco,
California
|
$372K
|
+$102K
|
+2,016
|
+38%
|
|
