|
951
|
LifePro Asset Management
San Diego,
California
|
$423K
|
+$389K
|
+11,239
|
New
|
|
|
952
|
Key Financial Inc
West Chester,
Pennsylvania
|
$422K
|
+$865
|
+25
|
+0.2%
|
|
|
953
|
Tempus Wealth Planning
Irvine,
California
|
$421K
|
-$8.59K
|
-248
|
-2%
|
|
|
954
|
Allen Capital Group
Grand Island,
Nebraska
|
$420K
|
-$39.5K
|
-1,141
|
-9%
|
|
|
955
|
Biltmore Family Office
Charlotte,
North Carolina
|
$420K
|
–
|
–
|
–
|
|
|
956
|
Formidable Asset Management
Cincinnati,
Ohio
|
$420K
|
+$35
|
+1
|
+0%
|
|
|
957
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$419K
|
-$12.3K
|
-354
|
-3%
|
|
|
958
|
WealthBridge Capital Management
Westerville,
Ohio
|
$418K
|
-$136K
|
-3,933
|
-26%
|
|
|
959
|
tru Independence
Portland,
Oregon
|
$416K
|
-$649K
|
-18,754
|
-63%
|
|
|
960
|
IEQ Capital
Foster City,
California
|
$415K
|
-$2.11M
|
-60,841
|
-85%
|
|
|
961
|
Wealth Effects
Boston,
Massachusetts
|
$414K
|
+$381K
|
+11,018
|
New
|
|
|
962
|
Bristlecone Advisors
Bellevue,
Washington
|
$414K
|
–
|
–
|
–
|
|
|
963
|
Leo Wealth LLC
Hurst,
Texas
|
$411K
|
+$363K
|
+10,481
|
New
|
|
|
964
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$406K
|
+$59.5K
|
+1,718
|
+19%
|
|
|
965
|
Arete Wealth Advisors
Chicago,
Illinois
|
$406K
|
+$374K
|
+10,793
|
New
|
|
|
966
|
Lake Street Private Wealth
Chicago,
Illinois
|
$406K
|
-$26.9K
|
-776
|
-7%
|
|
|
967
|
TrinityPoint Wealth
Milford,
Connecticut
|
$405K
|
+$5.5K
|
+159
|
+1%
|
|
|
968
|
Procyon Advisors
Shelton,
Connecticut
|
$404K
|
+$16.4K
|
+474
|
+5%
|
|
|
969
|
Courier Capital
Buffalo,
New York
|
$402K
|
–
|
–
|
–
|
|
|
970
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$402K
|
-$7.86K
|
-227
|
-2%
|
|
|
971
|
MONECO Advisors
Fairfield,
Connecticut
|
$400K
|
-$4.19K
|
-121
|
-1%
|
|
|
972
|
Financial Engines Advisors
Santa Clara,
California
|
$394K
|
+$98.5K
|
+2,844
|
+37%
|
|
|
973
|
Lodestone Wealth Management
Spokane,
Washington
|
$393K
|
-$138
|
-4
|
-0%
|
|
|
974
|
KWB Wealth
Redlands,
California
|
$392K
|
+$63.9K
|
+1,845
|
+21%
|
|
|
975
|
Sebold Capital Management
Lisle,
Illinois
|
$389K
|
-$14.1K
|
-407
|
-4%
|
|
