|
501
|
Meridian Wealth Management
Lexington,
Kentucky
|
$356K
|
-$15.9K
|
-88
|
-4%
|
|
|
502
|
Waller Financial Planning Group
Columbus,
Ohio
|
$356K
|
+$181
|
+1
|
+0.1%
|
|
|
503
|
Frontier Wealth Management
Kansas City,
Missouri
|
$355K
|
+$18.1K
|
+100
|
+6%
|
|
|
504
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$352K
|
–
|
–
|
–
|
|
|
505
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$349K
|
+$12.5K
|
+69
|
+4%
|
|
|
506
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$345K
|
-$394K
|
-2,174
|
-54%
|
|
|
507
|
Principle Wealth Partners
Madison,
Connecticut
|
$343K
|
–
|
–
|
–
|
|
|
508
|
SeaCrest Wealth Management
Purchase,
New York
|
$340K
|
-$35.7K
|
-197
|
-10%
|
|
|
509
|
CreativeOne Wealth
Overland Park,
Kansas
|
$339K
|
+$331K
|
+1,825
|
New
|
|
|
510
|
Virtue Capital Management
Brentwood,
Tennessee
|
$338K
|
+$331K
|
+1,826
|
New
|
|
|
511
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$333K
|
-$51.5K
|
-284
|
-14%
|
|
|
512
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$330K
|
-$2.54K
|
-14
|
-0.8%
|
|
|
513
|
Klingman & Associates
New York
|
$329K
|
+$63.4K
|
+350
|
+25%
|
|
|
514
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$328K
|
-$201K
|
-1,110
|
-39%
|
|
|
515
|
Calamos Wealth Management
Naperville,
Illinois
|
$327K
|
+$320K
|
+1,766
|
New
|
|
|
516
|
Bank of Marin
Novato,
California
|
$326K
|
–
|
–
|
–
|
|
|
517
|
KCM Investment Advisors
Greenbrae,
California
|
$326K
|
–
|
–
|
–
|
|
|
518
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$325K
|
–
|
–
|
–
|
|
|
519
|
Bailard
Foster City,
California
|
$325K
|
+$9.6K
|
+53
|
+3%
|
|
|
520
|
Acima Private Wealth
Richmond,
Virginia
|
$321K
|
–
|
–
|
–
|
|
|
521
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$318K
|
–
|
–
|
–
|
|
|
522
|
Coe Capital Management
Highland Park,
Illinois
|
$317K
|
–
|
–
|
–
|
|
|
523
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$315K
|
-$60.7K
|
-335
|
-16%
|
|
|
524
|
Domani Wealth
Lancaster,
Pennsylvania
|
$315K
|
–
|
–
|
–
|
|
|
525
|
First Personal Financial Services
Charlotte,
North Carolina
|
$315K
|
–
|
–
|
–
|
|
