|
401
|
D'Orazio & Associates
Falls Church,
Virginia
|
$640K
|
–
|
–
|
–
|
|
|
402
|
&Partners
Nashville,
Tennessee
|
$636K
|
+$60.7K
|
+1,431
|
+10%
|
|
|
403
|
Private Trust Company
Cleveland,
Ohio
|
$632K
|
–
|
–
|
–
|
|
|
404
|
Monterey Private Wealth
Monterey,
California
|
$627K
|
-$15.6K
|
-368
|
-2%
|
|
|
405
|
Future You Wealth
New York
|
$623K
|
+$646K
|
+15,216
|
New
|
|
|
406
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$618K
|
-$2.12K
|
-50
|
-0.3%
|
|
|
407
|
Williams & Novak
Westlake Village,
California
|
$616K
|
-$51.7K
|
-1,218
|
-7%
|
|
|
408
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$613K
|
–
|
–
|
–
|
|
|
409
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$609K
|
+$127
|
+3
|
+0%
|
|
|
410
|
Belpointe Asset Management
Reno,
Nevada
|
$608K
|
–
|
–
|
–
|
|
|
411
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$608K
|
–
|
–
|
–
|
|
|
412
|
Capital Investment Advisors
Atlanta,
Georgia
|
$607K
|
–
|
–
|
–
|
|
|
413
|
TownSquare Capital
Provo,
Utah
|
$604K
|
+$2.76K
|
+65
|
+0.4%
|
|
|
414
|
TPG Financial Advisors
Portland,
Oregon
|
$604K
|
–
|
–
|
–
|
|
|
415
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$599K
|
+$115K
|
+2,699
|
+23%
|
|
|
416
|
Leo Wealth LLC
Hurst,
Texas
|
$594K
|
-$35.5K
|
-836
|
-5%
|
|
|
417
|
|
$590K
|
–
|
–
|
–
|
|
|
418
|
Oxford Financial Group
Carmel,
Indiana
|
$586K
|
–
|
–
|
–
|
|
|
419
|
Midland Wealth Advisors
Effingham,
Illinois
|
$583K
|
-$7.81K
|
-184
|
-1%
|
|
|
420
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$574K
|
+$297
|
+7
|
+0.1%
|
|
|
421
|
Central Trust Company
Jefferson City,
Missouri
|
$568K
|
–
|
–
|
–
|
|
|
422
|
Collective Family Office
York,
Pennsylvania
|
$567K
|
–
|
–
|
–
|
|
|
423
|
Cadence Bank
Tupelo,
Mississippi
|
$567K
|
–
|
–
|
–
|
|
|
424
|
Compass Capital Corp
Braintree,
Massachusetts
|
$554K
|
+$575K
|
+13,543
|
New
|
|
|
425
|
CWA Asset Management Group
Naples,
Florida
|
$553K
|
–
|
–
|
–
|
|
