|
401
|
True Wealth Design
Akron,
Ohio
|
$1.1M
|
+$1.1M
|
+11,980
|
New
|
|
|
402
|
|
$1.09M
|
+$1.09M
|
+11,920
|
New
|
|
|
403
|
SkyOak Wealth
Southfield,
Michigan
|
$1.09M
|
+$1.09M
|
+11,865
|
New
|
|
|
404
|
Greenhaven Associates
Purchase,
New York
|
$1.07M
|
-$23.3K
|
-255
|
-2%
|
|
|
405
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.06M
|
+$363K
|
+3,962
|
+52%
|
|
|
406
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$1.06M
|
+$485K
|
+5,300
|
+85%
|
|
|
407
|
Boston Financial Management
Boston,
Massachusetts
|
$1.06M
|
-$204K
|
-2,230
|
-16%
|
|
|
408
|
AlphaQ Advisors
Winter Park,
Florida
|
$1M
|
+$1M
|
+10,960
|
New
|
|
|
409
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$999K
|
–
|
–
|
–
|
|
|
410
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$997K
|
+$997K
|
+10,897
|
New
|
|
|
411
|
First National Bank of South Miami
South Miami,
Florida
|
$996K
|
–
|
–
|
–
|
|
|
412
|
IFG Advisory
Atlanta,
Georgia
|
$993K
|
+$752K
|
+8,222
|
+312%
|
|
|
413
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$990K
|
-$184K
|
-2,007
|
-16%
|
|
|
414
|
|
$978K
|
-$65.7M
|
-717,607
|
-99%
|
|
|
415
|
Navalign LLC
Encino,
California
|
$949K
|
+$325K
|
+3,550
|
+52%
|
|
|
416
|
Level Four Advisory Services
Dallas,
Texas
|
$934K
|
+$205K
|
+2,242
|
+28%
|
|
|
417
|
DB Wealth Management Group
San Diego,
California
|
$921K
|
+$921K
|
+10,069
|
New
|
|
|
418
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$919K
|
–
|
–
|
–
|
|
|
419
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$915K
|
+$613K
|
+6,699
|
+203%
|
|
|
420
|
Bricktown Capital
Detroit,
Michigan
|
$915K
|
+$915K
|
+10,000
|
New
|
|
|
421
|
Prelude Capital Management
New York
|
$915K
|
+$915K
|
+10,000
|
New
|
|
|
422
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$902K
|
+$901K
|
+9,847
|
New
|
|
|
423
|
Aire Advisors
Beverly Hills,
California
|
$896K
|
+$8.69K
|
+95
|
+1%
|
|
|
424
|
Tillman Hartley LLC
Denver,
Colorado
|
$889K
|
+$890K
|
+9,723
|
New
|
|
|
425
|
Rothschild Investment LLC
Chicago,
Illinois
|
$876K
|
+$876K
|
+9,577
|
New
|
|
