|
401
|
Westmount Partners
Los Angeles,
California
|
$1.67M
|
-$73K
|
-1,059
|
-4%
|
|
|
402
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.66M
|
-$58.5K
|
-849
|
-3%
|
|
|
403
|
Shearwater Capital
Denver,
Colorado
|
$1.64M
|
+$138
|
+2
|
+0%
|
|
|
404
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.63M
|
-$44.9K
|
-651
|
-3%
|
|
|
405
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$1.62M
|
+$185K
|
+2,677
|
+13%
|
|
|
406
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$1.62M
|
+$1.11M
|
+16,039
|
+222%
|
|
|
407
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.61M
|
-$126K
|
-1,823
|
-7%
|
|
|
408
|
Squire Investment Management Company
Orem,
Utah
|
$1.6M
|
-$23.8K
|
-345
|
-1%
|
|
|
409
|
WMS Group
Folsom,
Louisiana
|
$1.59M
|
+$1.57M
|
+22,822
|
New
|
|
|
410
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.59M
|
-$1.39M
|
-20,114
|
-47%
|
|
|
411
|
Alliance Wealth Strategies
Lynchburg,
Virginia
|
$1.58M
|
+$1.56M
|
+22,685
|
New
|
|
|
412
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.56M
|
+$1.54M
|
+22,381
|
New
|
|
|
413
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$1.56M
|
–
|
–
|
–
|
|
|
414
|
&Partners
Nashville,
Tennessee
|
$1.55M
|
-$68.2K
|
-990
|
-4%
|
|
|
415
|
IFP Advisors
Tampa,
Florida
|
$1.54M
|
–
|
–
|
–
|
|
|
416
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$1.54M
|
-$3.45K
|
-50
|
-0.2%
|
|
|
417
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.48M
|
-$242K
|
-3,506
|
-14%
|
|
|
418
|
AWM Capital
Phoenix,
Arizona
|
$1.48M
|
-$28.7K
|
-416
|
-2%
|
|
|
419
|
Curi RMB Capital
Chicago,
Illinois
|
$1.47M
|
-$96.7K
|
-1,402
|
-6%
|
|
|
420
|
Teachers Insurance & Annuity Association of America
New York
|
$1.47M
|
–
|
–
|
–
|
|
|
421
|
Sollinda Capital Management
Miami,
Florida
|
$1.46M
|
+$379K
|
+5,502
|
+35%
|
|
|
422
|
Verus Wealth Management
De Pere,
Wisconsin
|
$1.46M
|
-$165K
|
-2,389
|
-10%
|
|
|
423
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.45M
|
+$94.6K
|
+1,372
|
+7%
|
|
|
424
|
Quantum Financial Advisors
El Segundo,
California
|
$1.44M
|
-$1.03K
|
-15
|
-0.1%
|
|
|
425
|
Goepper Burkhardt
Greenville,
South Carolina
|
$1.41M
|
+$676K
|
+9,806
|
+94%
|
|
