|
401
|
Rockefeller Capital Management
New York
|
$820K
|
+$162K
|
+4,122
|
+26%
|
|
|
402
|
Joel Isaacson & Co
New York
|
$804K
|
+$777K
|
+19,780
|
New
|
|
|
403
|
Oath Planning
Tulsa,
Oklahoma
|
$802K
|
-$3.77K
|
-96
|
-0.5%
|
|
|
404
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$798K
|
-$43.5K
|
-1,108
|
-5%
|
|
|
405
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$781K
|
-$15K
|
-383
|
-2%
|
|
|
406
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$778K
|
+$39
|
+1
|
+0%
|
|
|
407
|
E6 Portfolios
Midvale,
Utah
|
$767K
|
-$27.5K
|
-699
|
-4%
|
|
|
408
|
Opulen Financial Group
Arlington,
Virginia
|
$756K
|
+$93K
|
+2,367
|
+15%
|
|
|
409
|
Fidelity Investments
Boston,
Massachusetts
|
$754K
|
+$45.9K
|
+1,167
|
+7%
|
|
|
410
|
Chico Wealth RIA
Chico,
California
|
$741K
|
–
|
–
|
–
|
|
|
411
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$734K
|
-$7.07K
|
-180
|
-1%
|
|
|
412
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$733K
|
+$141K
|
+3,600
|
+25%
|
|
|
413
|
HUB Investment Partners
Austin,
Texas
|
$723K
|
+$699K
|
+17,794
|
New
|
|
|
414
|
Andrews Lucia Wealth Management
Danville,
California
|
$717K
|
-$35.7K
|
-909
|
-5%
|
|
|
415
|
Bessemer Group
Woodbridge,
New Jersey
|
$705K
|
+$108K
|
+2,753
|
+19%
|
|
|
416
|
Cogent Private Wealth
Orlando,
Florida
|
$699K
|
-$1.93K
|
-49
|
-0.3%
|
|
|
417
|
Prospera Financial Services
Dallas,
Texas
|
$695K
|
+$269K
|
+6,855
|
+67%
|
|
|
418
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$689K
|
+$122K
|
+3,103
|
+22%
|
|
|
419
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$683K
|
-$65K
|
-1,655
|
-9%
|
|
|
420
|
Gordian Advisors
Tucson,
Arizona
|
$678K
|
-$23.6K
|
-600
|
-3%
|
|
|
421
|
Tred Avon Family Wealth
Easton,
Maryland
|
$676K
|
+$46K
|
+1,171
|
+8%
|
|
|
422
|
Equitable Holdings
New York
|
$666K
|
+$28.3K
|
+721
|
+5%
|
|
|
423
|
Garde Capital
Seattle,
Washington
|
$661K
|
–
|
–
|
–
|
|
|
424
|
Seven Mile Advisory
Ewing,
New Jersey
|
$655K
|
+$2.44K
|
+62
|
+0.4%
|
|
|
425
|
Tortoise Investment Management
White Plains,
New York
|
$648K
|
+$118
|
+3
|
+0%
|
|
