|
651
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$1.75M
|
-$449K
|
-8,592
|
-19%
|
|
|
652
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.75M
|
-$207K
|
-3,968
|
-10%
|
|
|
653
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.73M
|
-$196K
|
-3,752
|
-9%
|
|
|
654
|
Wealthspan Partners
Davenport,
Iowa
|
$1.72M
|
+$172K
|
+3,284
|
+10%
|
|
|
655
|
MBL Wealth
Charlotte,
North Carolina
|
$1.69M
|
-$166K
|
-3,180
|
-8%
|
|
|
656
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.69M
|
–
|
–
|
–
|
|
|
657
|
Leo H. Evart Inc
Redwood City,
California
|
$1.69M
|
-$130K
|
-2,492
|
-6%
|
|
|
658
|
SWMG LLC
Fort Worth,
Texas
|
$1.68M
|
+$1.87M
|
+35,752
|
New
|
|
|
659
|
Linscomb Wealth
Houston,
Texas
|
$1.68M
|
+$8.36K
|
+160
|
+0.5%
|
|
|
660
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.67M
|
-$270K
|
-5,176
|
-13%
|
|
|
661
|
Inverness Counsel
New York
|
$1.67M
|
–
|
–
|
–
|
|
|
662
|
|
$1.67M
|
–
|
–
|
–
|
|
|
663
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.67M
|
-$36.6K
|
-700
|
-2%
|
|
|
664
|
Western Wealth Management
Golden,
Colorado
|
$1.67M
|
+$615K
|
+11,772
|
+51%
|
|
|
665
|
Sandy Spring Bank
Olney,
Maryland
|
$1.67M
|
-$14.4K
|
-276
|
-0.8%
|
|
|
666
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.66M
|
+$1.12M
|
+21,352
|
+153%
|
|
|
667
|
Zhang Financial
Portage,
Michigan
|
$1.65M
|
+$453K
|
+8,668
|
+33%
|
|
|
668
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.65M
|
+$103K
|
+1,968
|
+6%
|
|
|
669
|
Citadel Advisors
Miami,
Florida
|
$1.64M
|
+$1.3M
|
+24,964
|
+254%
|
|
|
670
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.63M
|
+$54.6K
|
+1,044
|
+3%
|
|
|
671
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.63M
|
+$57.1K
|
+1,092
|
+3%
|
|
|
672
|
GoalFusion Wealth Management
Austin,
Texas
|
$1.61M
|
+$180K
|
+3,452
|
+11%
|
|
|
673
|
Financial Insights
Tacoma,
Washington
|
$1.61M
|
+$1.14M
|
+21,812
|
+174%
|
|
|
674
|
Burleson & Co
Petaluma,
California
|
$1.61M
|
-$142K
|
-2,708
|
-7%
|
|
|
675
|
Patten Group
Chattanooga,
Tennessee
|
$1.61M
|
-$65.8K
|
-1,260
|
-4%
|
|
