|
526
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$519K
|
–
|
–
|
–
|
|
|
527
|
Ballentine Partners
Waltham,
Massachusetts
|
$516K
|
–
|
–
|
–
|
|
|
528
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$515K
|
-$3.2M
|
-65,190
|
-86%
|
|
|
529
|
Root Financial Partners
Encinitas,
California
|
$514K
|
-$196
|
-4
|
-0%
|
|
|
530
|
Compass Capital Corp
Braintree,
Massachusetts
|
$508K
|
-$183K
|
-3,733
|
-27%
|
|
|
531
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$507K
|
+$499K
|
+10,164
|
New
|
|
|
532
|
Snowden Capital Advisors
New York
|
$506K
|
+$1.57K
|
+32
|
+0.3%
|
|
|
533
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$503K
|
-$12.2K
|
-248
|
-2%
|
|
|
534
|
Woodward Diversified Capital
Bakersfield,
California
|
$498K
|
+$254K
|
+5,169
|
+108%
|
|
|
535
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$497K
|
+$61.8K
|
+1,260
|
+14%
|
|
|
536
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$495K
|
+$487K
|
+9,929
|
New
|
|
|
537
|
Kestra Private Wealth Services
Austin,
Texas
|
$495K
|
+$77.6K
|
+1,581
|
+19%
|
|
|
538
|
Denali Advisors
San Diego,
California
|
$487K
|
+$10.8K
|
+220
|
+2%
|
|
|
539
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$483K
|
+$107K
|
+2,173
|
+29%
|
|
|
540
|
Alpha Cubed Investments
Irvine,
California
|
$479K
|
+$471K
|
+9,590
|
New
|
|
|
541
|
M&T Bank
Buffalo,
New York
|
$478K
|
-$7.51K
|
-153
|
-2%
|
|
|
542
|
Sandy Spring Bank
Olney,
Maryland
|
$477K
|
–
|
–
|
–
|
|
|
543
|
Accredited Wealth Management
Louisville,
Kentucky
|
$467K
|
+$12.3K
|
+250
|
+3%
|
|
|
544
|
Claris Advisors
St. Louis,
Missouri
|
$467K
|
+$22.4K
|
+457
|
+5%
|
|
|
545
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$452K
|
-$2.45K
|
-50
|
-0.5%
|
|
|
546
|
First Horizon Advisors
Memphis,
Tennessee
|
$452K
|
+$17.8K
|
+362
|
+4%
|
|
|
547
|
Trilogy Capital
Irvine,
California
|
$445K
|
+$118K
|
+2,403
|
+37%
|
|
|
548
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$443K
|
–
|
–
|
–
|
|
|
549
|
Avantax Planning Partners
Dubuque,
Iowa
|
$441K
|
-$21K
|
-427
|
-5%
|
|
|
550
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$432K
|
-$37.9K
|
-773
|
-8%
|
|
