|
651
|
Tenon Financial
Metuchen,
New Jersey
|
$858K
|
+$860K
|
+16,959
|
New
|
|
|
652
|
Brio Consultants
San Francisco,
California
|
$854K
|
+$333K
|
+6,572
|
+64%
|
|
|
653
|
Southland Equity Partners
Wildwood,
Missouri
|
$851K
|
–
|
–
|
–
|
|
|
654
|
Lakewood Asset Management
Naperville,
Illinois
|
$849K
|
+$412K
|
+8,138
|
+94%
|
|
|
655
|
Capasso Planning Partners
Charleston,
South Carolina
|
$848K
|
-$28.2K
|
-557
|
-3%
|
|
|
656
|
|
$842K
|
-$131K
|
-2,592
|
-13%
|
|
|
657
|
United Advisor Group
Cincinnati,
Ohio
|
$842K
|
-$488K
|
-9,621
|
-37%
|
|
|
658
|
Pineridge Advisors
St. Charles,
Missouri
|
$836K
|
-$40.8K
|
-804
|
-5%
|
|
|
659
|
United Capital Financial Advisors
Irving,
Texas
|
$829K
|
-$1.34M
|
-26,386
|
-62%
|
|
|
660
|
Titan Global Capital Management USA
New York
|
$829K
|
+$113K
|
+2,238
|
+16%
|
|
|
661
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$825K
|
+$608K
|
+12,000
|
+278%
|
|
|
662
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$823K
|
-$8.92K
|
-176
|
-1%
|
|
|
663
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$820K
|
-$182K
|
-3,596
|
-18%
|
|
|
664
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$815K
|
-$3.76M
|
-74,104
|
-82%
|
|
|
665
|
Precedent Wealth Partners
Houston,
Texas
|
$813K
|
+$101K
|
+1,995
|
+14%
|
|
|
666
|
Apeiron RIA
Dallas,
Texas
|
$812K
|
+$7.2K
|
+142
|
+0.9%
|
|
|
667
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$810K
|
+$811K
|
+16,000
|
New
|
|
|
668
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$809K
|
–
|
–
|
–
|
|
|
669
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$807K
|
+$809K
|
+15,952
|
New
|
|
|
670
|
Towerpoint Wealth
Sacramento,
California
|
$801K
|
–
|
–
|
–
|
|
|
671
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$798K
|
-$3.85K
|
-76
|
-0.5%
|
|
|
672
|
Forum Private Client Group
Fishers,
Indiana
|
$797K
|
+$366K
|
+7,219
|
+85%
|
|
|
673
|
ADE LLC
Baltimore,
Maryland
|
$796K
|
-$1.63M
|
-32,066
|
-67%
|
|
|
674
|
LPWM LLC
Minneapolis,
Minnesota
|
$796K
|
-$2.69K
|
-53
|
-0.3%
|
|
|
675
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$796K
|
+$51.5K
|
+1,017
|
+7%
|
|
