|
401
|
Aspiriant LLC
Los Angeles,
California
|
$3.81M
|
+$1.37M
|
+18,570
|
+59%
|
|
|
402
|
Snowden Capital Advisors
New York
|
$3.78M
|
+$114K
|
+1,544
|
+3%
|
|
|
403
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$3.77M
|
-$20.3K
|
-275
|
-0.5%
|
|
|
404
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.77M
|
+$1.22M
|
+16,500
|
+50%
|
|
|
405
|
4J Wealth Management
Alexandria,
Virginia
|
$3.75M
|
+$949K
|
+12,870
|
+35%
|
|
|
406
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$3.73M
|
+$56.8K
|
+770
|
+2%
|
|
|
407
|
WBH Advisory
Baltimore,
Maryland
|
$3.73M
|
+$51.5K
|
+698
|
+1%
|
|
|
408
|
Grimes & Company
Westborough,
Massachusetts
|
$3.61M
|
+$181K
|
+2,454
|
+5%
|
|
|
409
|
Weaver Consulting Group
Huntington Beach,
California
|
$3.6M
|
+$54.4K
|
+737
|
+2%
|
|
|
410
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$3.52M
|
-$460K
|
-6,235
|
-12%
|
|
|
411
|
Oak Asset Management
Westlake Village,
California
|
$3.5M
|
+$14.8K
|
+200
|
+0.4%
|
|
|
412
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$3.48M
|
+$3.39M
|
+45,955
|
New
|
|
|
413
|
Fermata Advisors
Sonoma,
California
|
$3.46M
|
-$90.8K
|
-1,231
|
-3%
|
|
|
414
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.43M
|
+$364K
|
+4,929
|
+12%
|
|
|
415
|
AE Wealth Management
Topeka,
Kansas
|
$3.43M
|
+$41.2K
|
+559
|
+1%
|
|
|
416
|
MBE Wealth Management
Tomah,
Wisconsin
|
$3.41M
|
-$69.6K
|
-944
|
-2%
|
|
|
417
|
Vision Retirement
Ridgewood,
New Jersey
|
$3.4M
|
-$2.36K
|
-32
|
-0.1%
|
|
|
418
|
CIBC World Market
Toronto,
Ontario, Canada
|
$3.4M
|
+$110K
|
+1,488
|
+3%
|
|
|
419
|
Financial Concepts Unlimited
Centreville,
Maine
|
$3.4M
|
+$28.6K
|
+387
|
+0.9%
|
|
|
420
|
Oak Barrel Wealth Advisory
Reston,
Virginia
|
$3.37M
|
+$3.28M
|
+44,468
|
New
|
|
|
421
|
Flavin Financial Services
Melbourne,
Florida
|
$3.19M
|
+$146K
|
+1,977
|
+5%
|
|
|
422
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.18M
|
+$149K
|
+2,018
|
+5%
|
|
|
423
|
VestGen Advisors
Inverness,
Illinois
|
$3.18M
|
-$105K
|
-1,430
|
-3%
|
|
|
424
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.17M
|
+$335K
|
+4,542
|
+12%
|
|
|
425
|
Storen Legacy Partners
Zionsville,
Indiana
|
$3.16M
|
-$194K
|
-2,629
|
-6%
|
|
