|
401
|
Stegent Equity Advisors
Houston,
Texas
|
$1.22M
|
-$741K
|
-8,376
|
-39%
|
|
|
402
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.21M
|
+$520K
|
+5,880
|
+83%
|
|
|
403
|
BOK Financial
Tulsa,
Oklahoma
|
$1.19M
|
+$230K
|
+2,597
|
+25%
|
|
|
404
|
Gradient Capital Advisors
San Diego,
California
|
$1.13M
|
-$59.5K
|
-673
|
-5%
|
|
|
405
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.13M
|
-$111K
|
-1,252
|
-9%
|
|
|
406
|
Nova R Wealth
Overland Park,
Kansas
|
$1.12M
|
+$15K
|
+169
|
+1%
|
|
|
407
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.1M
|
+$23.7K
|
+268
|
+2%
|
|
|
408
|
Squire Investment Management Company
Orem,
Utah
|
$1.1M
|
+$187K
|
+2,112
|
+22%
|
|
|
409
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$1.1M
|
-$52.4K
|
-592
|
-5%
|
|
|
410
|
CAP Partners LLC
Franklin,
Tennessee
|
$1.09M
|
+$27.5K
|
+311
|
+3%
|
|
|
411
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.09M
|
+$36.2K
|
+409
|
+4%
|
|
|
412
|
Strategic Advisors
New York
|
$1.09M
|
-$25K
|
-283
|
-2%
|
|
|
413
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.09M
|
+$35.4K
|
+400
|
+4%
|
|
|
414
|
Able Wealth Management
Toms River,
New Jersey
|
$1.08M
|
+$5.66K
|
+64
|
+0.6%
|
|
|
415
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.05M
|
+$992K
|
+11,215
|
New
|
|
|
416
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.05M
|
+$992K
|
+11,213
|
New
|
|
|
417
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.05M
|
+$780K
|
+8,816
|
+368%
|
|
|
418
|
Sachetta
Lynnfield,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
419
|
LJI Wealth Management
Indianapolis,
Indiana
|
$1.02M
|
+$259K
|
+2,924
|
+37%
|
|
|
420
|
MN Wealth Advisors
Overland Park,
Kansas
|
$1.01M
|
+$177K
|
+1,995
|
+23%
|
|
|
421
|
Summit X LLC
Chesterfield,
Missouri
|
$1.01M
|
+$99.8K
|
+1,128
|
+12%
|
|
|
422
|
Greenspring Advisors
Towson,
Maryland
|
$996K
|
+$507K
|
+5,732
|
+117%
|
|
|
423
|
Zhang Financial
Portage,
Michigan
|
$976K
|
+$216K
|
+2,443
|
+31%
|
|
|
424
|
Harbour Investment Management
Edmonds,
Washington
|
$971K
|
+$14.6K
|
+165
|
+2%
|
|
|
425
|
CWA Asset Management Group
Naples,
Florida
|
$949K
|
+$88
|
+1
|
+0%
|
|
