|
401
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$560K
|
+$6.56K
|
+71
|
+1%
|
|
|
402
|
Abacus Planning Group
Columbia,
South Carolina
|
$555K
|
+$194K
|
+2,102
|
+48%
|
|
|
403
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$553K
|
+$4.71K
|
+51
|
+0.8%
|
|
|
404
|
WMS Partners
Towson,
Maryland
|
$552K
|
+$14.7K
|
+159
|
+3%
|
|
|
405
|
BSW Wealth Partners
Boulder,
Colorado
|
$550K
|
-$91.9K
|
-994
|
-13%
|
|
|
406
|
Client 1st Advisory Group
Dunedin,
Florida
|
$549K
|
+$277
|
+3
|
+0%
|
|
|
407
|
Planning Directions
Glen Mills,
Pennsylvania
|
$548K
|
-$9.25K
|
-100
|
-2%
|
|
|
408
|
Divergent Planning
Bethesda,
Maryland
|
$546K
|
+$8.97K
|
+97
|
+2%
|
|
|
409
|
Jordan Park Group
San Francisco,
California
|
$542K
|
-$35.4K
|
-383
|
-6%
|
|
|
410
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$542K
|
–
|
–
|
–
|
|
|
411
|
CreativeOne Wealth
Overland Park,
Kansas
|
$541K
|
-$121K
|
-1,304
|
-17%
|
|
|
412
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$541K
|
-$91.1K
|
-985
|
-13%
|
|
|
413
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$530K
|
-$60.1K
|
-650
|
-9%
|
|
|
414
|
Cabot-Wellington
Boston,
Massachusetts
|
$529K
|
–
|
–
|
–
|
|
|
415
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$519K
|
-$42.5M
|
-459,831
|
-99%
|
|
|
416
|
Mission Wealth Management
Santa Barbara,
California
|
$514K
|
+$4.81K
|
+52
|
+0.9%
|
|
|
417
|
Chesley Taft & Associates
Chicago,
Illinois
|
$507K
|
+$20.3K
|
+220
|
+4%
|
|
|
418
|
PRW Wealth Management
Quincy,
Massachusetts
|
$505K
|
-$84.5K
|
-914
|
-13%
|
|
|
419
|
The Family Firm
Bethesda,
Maryland
|
$502K
|
-$65.3K
|
-706
|
-11%
|
|
|
420
|
American Money Management
Rancho Santa Fe,
California
|
$497K
|
+$185
|
+2
|
+0%
|
|
|
421
|
Trevian Wealth Management
Weston,
Massachusetts
|
$495K
|
+$92
|
+1
|
+0%
|
|
|
422
|
Jones Financial Companies
Des Peres,
Missouri
|
$495K
|
+$522K
|
+5,647
|
New
|
|
|
423
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$492K
|
+$217K
|
+2,349
|
+69%
|
|
|
424
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$480K
|
+$520K
|
+5,621
|
New
|
|
|
425
|
|
$477K
|
–
|
–
|
–
|
|
