|
401
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$975K
|
–
|
–
|
–
|
|
|
402
|
Williams & Novak
Westlake Village,
California
|
$974K
|
-$333K
|
-5,374
|
-27%
|
|
|
403
|
Summit Asset Management
Memphis,
Tennessee
|
$961K
|
–
|
–
|
–
|
|
|
404
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$959K
|
+$8.54K
|
+138
|
+1%
|
|
|
405
|
WorthPointe
La Jolla,
California
|
$959K
|
-$131K
|
-2,123
|
-13%
|
|
|
406
|
Cadence Bank
Tupelo,
Mississippi
|
$950K
|
–
|
–
|
–
|
|
|
407
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$947K
|
-$89.8K
|
-1,450
|
-9%
|
|
|
408
|
Drive Wealth Management
Lehi,
Utah
|
$944K
|
-$335K
|
-5,405
|
-28%
|
|
|
409
|
Financial Harvest
Winter Park,
Florida
|
$937K
|
+$866K
|
+13,981
|
New
|
|
|
410
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$924K
|
+$62
|
+1
|
+0%
|
|
|
411
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$916K
|
+$846K
|
+13,667
|
New
|
|
|
412
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$914K
|
–
|
–
|
–
|
|
|
413
|
Perigon Wealth Management
San Francisco,
California
|
$913K
|
+$250K
|
+4,040
|
+42%
|
|
|
414
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$909K
|
-$90.5K
|
-1,461
|
-10%
|
|
|
415
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$909K
|
+$1.42K
|
+23
|
+0.2%
|
|
|
416
|
Bank of New York Mellon
New York
|
$903K
|
-$14.2K
|
-230
|
-2%
|
|
|
417
|
Leo Wealth LLC
Hurst,
Texas
|
$894K
|
+$2.23K
|
+36
|
+0.3%
|
|
|
418
|
Naples Global Advisors
Naples,
Florida
|
$881K
|
–
|
–
|
–
|
|
|
419
|
SP Asset Management
Cupertino,
California
|
$875K
|
+$2.17K
|
+35
|
+0.3%
|
|
|
420
|
IFG Advisors
St. Louis,
Missouri
|
$867K
|
-$21.2K
|
-343
|
-3%
|
|
|
421
|
Pure Financial Advisors
San Diego,
California
|
$866K
|
+$316K
|
+5,109
|
+65%
|
|
|
422
|
Milestone Asset Management Group
Avon,
Connecticut
|
$862K
|
+$1.24K
|
+20
|
+0.2%
|
|
|
423
|
Family Investment Center
Saint Joseph,
Missouri
|
$858K
|
-$244K
|
-3,948
|
-24%
|
|
|
424
|
Forum Private Client Group
Fishers,
Indiana
|
$858K
|
+$9.41K
|
+152
|
+1%
|
|
|
425
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$854K
|
+$2.17K
|
+35
|
+0.3%
|
|
