|
401
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$2.35M
|
–
|
–
|
–
|
|
|
402
|
Pioneer Wealth Management Group
Austin,
Texas
|
$2.34M
|
+$270K
|
+8,161
|
+14%
|
|
|
403
|
Seaside Wealth Management
Carlsbad,
California
|
$2.28M
|
+$23.6K
|
+715
|
+1%
|
|
|
404
|
KM Capital Management
Austin,
Texas
|
$2.28M
|
-$144K
|
-4,357
|
-6%
|
|
|
405
|
American Financial Advisors
Marietta,
Georgia
|
$2.27M
|
–
|
–
|
–
|
|
|
406
|
M&T Bank
Buffalo,
New York
|
$2.24M
|
–
|
–
|
–
|
|
|
407
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$2.21M
|
+$1.25M
|
+37,815
|
+142%
|
|
|
408
|
Atria Wealth Solutions
New York
|
$2.19M
|
+$546K
|
+16,521
|
+35%
|
|
|
409
|
Aviance Capital Partners
Naples,
Florida
|
$2.18M
|
+$159K
|
+4,807
|
+8%
|
|
|
410
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.11M
|
+$672K
|
+20,333
|
+51%
|
|
|
411
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$2.09M
|
–
|
–
|
–
|
|
|
412
|
Marcum Wealth
Cleveland,
Ohio
|
$2.09M
|
+$3.7K
|
+112
|
+0.2%
|
|
|
413
|
RB Capital Management
Reno,
Nevada
|
$2.08M
|
-$31.7K
|
-960
|
-2%
|
|
|
414
|
Family Wealth Partners
Matthews,
North Carolina
|
$2.08M
|
–
|
–
|
–
|
|
|
415
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$2.04M
|
+$5.42K
|
+164
|
+0.3%
|
|
|
416
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$1.99M
|
-$1.26M
|
-38,207
|
-40%
|
|
|
417
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.98M
|
+$447K
|
+13,544
|
+31%
|
|
|
418
|
Lido Advisors
Los Angeles,
California
|
$1.98M
|
+$101K
|
+3,065
|
+6%
|
|
|
419
|
PDS Planning
Dublin,
Ohio
|
$1.97M
|
+$1.89M
|
+57,351
|
New
|
|
|
420
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.96M
|
+$37.1K
|
+1,122
|
+2%
|
|
|
421
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.95M
|
+$310K
|
+9,377
|
+20%
|
|
|
422
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.9M
|
+$80.6K
|
+2,440
|
+5%
|
|
|
423
|
IHT Wealth Management
Chicago,
Illinois
|
$1.9M
|
+$311K
|
+9,412
|
+20%
|
|
|
424
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$1.87M
|
-$97K
|
-2,938
|
-5%
|
|
|
425
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.86M
|
+$226K
|
+6,843
|
+14%
|
|
