|
401
|
TruWealth Advisors
Metairie,
Louisiana
|
$1.63M
|
+$562K
|
+10,519
|
+60%
|
|
|
402
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$1.61M
|
+$171K
|
+3,199
|
+13%
|
|
|
403
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.6M
|
-$72.2K
|
-1,351
|
-5%
|
|
|
404
|
Lunt Capital Management
Holladay,
Utah
|
$1.59M
|
+$145K
|
+2,722
|
+11%
|
|
|
405
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.56M
|
+$130K
|
+2,440
|
+10%
|
|
|
406
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.55M
|
+$428K
|
+8,003
|
+43%
|
|
|
407
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.54M
|
+$1.42M
|
+26,540
|
New
|
|
|
408
|
|
$1.54M
|
+$268K
|
+5,020
|
+23%
|
|
|
409
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.51M
|
-$774K
|
-14,484
|
-36%
|
|
|
410
|
Rollins Financial Advisors
New York City,
New York
|
$1.51M
|
-$82.3K
|
-1,539
|
-6%
|
|
|
411
|
Paragon Advisors
College Station,
Texas
|
$1.48M
|
-$303K
|
-5,670
|
-18%
|
|
|
412
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$1.48M
|
–
|
–
|
–
|
|
|
413
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$1.47M
|
+$65.6K
|
+1,228
|
+5%
|
|
|
414
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.44M
|
+$278K
|
+5,202
|
+27%
|
|
|
415
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.42M
|
+$139K
|
+2,602
|
+12%
|
|
|
416
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.42M
|
-$611K
|
-11,435
|
-32%
|
|
|
417
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.41M
|
+$1.07M
|
+20,016
|
+474%
|
|
|
418
|
Allie Family Office
Miami,
Florida
|
$1.4M
|
+$104K
|
+1,940
|
+9%
|
|
|
419
|
Global Financial Private Client
Sarasota,
Florida
|
$1.39M
|
+$4.06K
|
+76
|
+0.3%
|
|
|
420
|
Credit Suisse
Zurich,
Switzerland
|
$1.39M
|
-$498K
|
-9,312
|
-28%
|
|
|
421
|
Oder Investment Management
Woodland Hills,
California
|
$1.38M
|
+$17.5K
|
+328
|
+1%
|
|
|
422
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$1.37M
|
+$158K
|
+2,960
|
+14%
|
|
|
423
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.36M
|
–
|
–
|
–
|
|
|
424
|
Gainplan
Bloomfield Hills,
Michigan
|
$1.31M
|
+$41K
|
+767
|
+4%
|
|
|
425
|
AllSquare Wealth Management
Albany,
New York
|
$1.3M
|
-$32.1K
|
-600
|
-3%
|
|
