|
401
|
Trailhead Planners
Edina,
Minnesota
|
$1.27M
|
-$401K
|
-10,369
|
-25%
|
|
|
402
|
SpringVest Wealth Management
Dallas,
Texas
|
$1.27M
|
+$1.93K
|
+50
|
+0.2%
|
|
|
403
|
Brown Advisory
Baltimore,
Maryland
|
$1.27M
|
+$394K
|
+10,181
|
+48%
|
|
|
404
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$1.26M
|
–
|
–
|
–
|
|
|
405
|
LAM Group
Lake Oswego,
Oregon
|
$1.26M
|
-$4.06K
|
-105
|
-0.3%
|
|
|
406
|
Quantinno Capital Management
New York
|
$1.22M
|
+$565K
|
+14,612
|
+93%
|
|
|
407
|
Greenspring Advisors
Towson,
Maryland
|
$1.21M
|
–
|
–
|
–
|
|
|
408
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.2M
|
-$1.03M
|
-26,617
|
-47%
|
|
|
409
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$1.2M
|
+$580
|
+15
|
+0.1%
|
|
|
410
|
Truist Financial
Charlotte,
North Carolina
|
$1.18M
|
+$44K
|
+1,137
|
+4%
|
|
|
411
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$1.16M
|
-$259K
|
-6,697
|
-19%
|
|
|
412
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.16M
|
+$44.9K
|
+1,160
|
+4%
|
|
|
413
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.16M
|
-$69.8K
|
-1,804
|
-6%
|
|
|
414
|
Montis Financial
Waltham,
Massachusetts
|
$1.13M
|
-$221K
|
-5,703
|
-17%
|
|
|
415
|
Friday Financial
Dubuque,
Iowa
|
$1.11M
|
+$371K
|
+9,599
|
+51%
|
|
|
416
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.1M
|
+$238K
|
+6,164
|
+29%
|
|
|
417
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.09M
|
-$63.5K
|
-1,641
|
-6%
|
|
|
418
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$1.09M
|
-$8.24K
|
-213
|
-0.8%
|
|
|
419
|
Foster & Motley
Cincinnati,
Ohio
|
$1.07M
|
–
|
–
|
–
|
|
|
420
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.05M
|
-$54.5K
|
-1,408
|
-5%
|
|
|
421
|
MBE Wealth Management
Tomah,
Wisconsin
|
$1.04M
|
+$1M
|
+25,876
|
New
|
|
|
422
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.03M
|
-$36.6K
|
-946
|
-4%
|
|
|
423
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$1.02M
|
+$59.6K
|
+1,540
|
+6%
|
|
|
424
|
AlphaCore Capital
La Jolla,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
425
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.01M
|
+$81.5K
|
+2,108
|
+9%
|
|
