|
401
|
Stronghold Wealth Management
Tampa,
Florida
|
$344K
|
+$357K
|
+1,860
|
New
|
|
|
402
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$340K
|
+$353K
|
+1,837
|
New
|
|
|
403
|
Peterson Wealth Advisors
Orem,
Utah
|
$338K
|
+$351K
|
+1,828
|
New
|
|
|
404
|
MYeCFO
La Jolla,
California
|
$327K
|
-$38.4K
|
-200
|
-10%
|
|
|
405
|
Vawter Financial
Columbus,
Ohio
|
$324K
|
+$115K
|
+600
|
+52%
|
|
|
406
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$322K
|
–
|
–
|
–
|
|
|
407
|
Leavell Investment Management
Mobile,
Alabama
|
$321K
|
-$65.1K
|
-339
|
-16%
|
|
|
408
|
Tyche Wealth Partners
Plano,
Texas
|
$319K
|
–
|
–
|
–
|
|
|
409
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
$319K
|
+$331K
|
+1,723
|
New
|
|
|
410
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$317K
|
–
|
–
|
–
|
|
|
411
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$316K
|
-$255K
|
-1,328
|
-44%
|
|
|
412
|
Swisher Financial Concepts
Westerville,
Ohio
|
$316K
|
+$768
|
+4
|
+0.2%
|
|
|
413
|
Heritage Family Offices
Scottsdale,
Arizona
|
$315K
|
–
|
–
|
–
|
|
|
414
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$314K
|
+$326K
|
+1,698
|
New
|
|
|
415
|
United Financial Planning Group
Hauppauge,
New York
|
$313K
|
–
|
–
|
–
|
|
|
416
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$313K
|
–
|
–
|
–
|
|
|
417
|
Legacy Private Trust
Neenah,
Wisconsin
|
$312K
|
–
|
–
|
–
|
|
|
418
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$311K
|
–
|
–
|
–
|
|
|
419
|
Capital Investment Advisors
Atlanta,
Georgia
|
$311K
|
-$24.4K
|
-127
|
-7%
|
|
|
420
|
Black Diamond Financial
Towson,
Maryland
|
$311K
|
+$322K
|
+1,679
|
New
|
|
|
421
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$309K
|
+$192
|
+1
|
+0.1%
|
|
|
422
|
Idaho Trust Bank
Boise,
Idaho
|
$309K
|
-$37.1K
|
-193
|
-10%
|
|
|
423
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$306K
|
+$24.8K
|
+129
|
+8%
|
|
|
424
|
Panoramic Investment Advisors
Denver,
Colorado
|
$306K
|
+$1.73K
|
+9
|
+0.5%
|
|
|
425
|
Montag & Associates
Atlanta,
Georgia
|
$306K
|
+$3.84K
|
+20
|
+1%
|
|
