|
501
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$425K
|
-$272K
|
-2,760
|
-42%
|
|
|
502
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$423K
|
–
|
–
|
–
|
|
|
503
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$422K
|
–
|
–
|
–
|
|
|
504
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$417K
|
–
|
–
|
–
|
|
|
505
|
Alteri Wealth
Westlake Village,
California
|
$416K
|
-$93.6K
|
-951
|
-20%
|
|
|
506
|
New Republic Capital
Charlotte,
North Carolina
|
$415K
|
–
|
–
|
–
|
|
|
507
|
SVB Wealth
Boston,
Massachusetts
|
$414K
|
-$1.07M
|
-10,824
|
-74%
|
|
|
508
|
Snider Financial Group
Bellevue,
Washington
|
$407K
|
–
|
–
|
–
|
|
|
509
|
JMG Financial Group
Downers Grove,
Illinois
|
$403K
|
–
|
–
|
–
|
|
|
510
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$402K
|
-$266K
|
-2,703
|
-42%
|
|
|
511
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$400K
|
+$98
|
+1
|
+0%
|
|
|
512
|
My Personal CFO LLC
Vancouver,
Washington
|
$400K
|
+$197
|
+2
|
+0.1%
|
|
|
513
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$398K
|
–
|
–
|
–
|
|
|
514
|
Allworth Financial
Folsom,
California
|
$398K
|
–
|
–
|
–
|
|
|
515
|
United Capital Financial Advisors
Irving,
Texas
|
$396K
|
+$32.2K
|
+327
|
+10%
|
|
|
516
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$392K
|
+$46.9K
|
+476
|
+15%
|
|
|
517
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$392K
|
-$70.9K
|
-720
|
-17%
|
|
|
518
|
Geneos Wealth Management
Englewood,
Colorado
|
$388K
|
+$86.7K
|
+881
|
+33%
|
|
|
519
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$386K
|
+$88.2K
|
+896
|
+34%
|
|
|
520
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$386K
|
-$40.7K
|
-413
|
-10%
|
|
|
521
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$384K
|
–
|
–
|
–
|
|
|
522
|
World Investment Advisors
Santa Barbara,
California
|
$383K
|
+$345K
|
+3,509
|
New
|
|
|
523
|
Fermata Advisors
Sonoma,
California
|
$381K
|
-$48.9K
|
-497
|
-12%
|
|
|
524
|
Franklin Resources
San Mateo,
California
|
$376K
|
–
|
–
|
–
|
|
|
525
|
Park Capital Management
Madison,
Wisconsin
|
$371K
|
–
|
–
|
–
|
|
