|
401
|
Oak Asset Management
Westlake Village,
California
|
$993K
|
+$6.67K
|
+125
|
+0.7%
|
|
|
402
|
Ford Financial Group
Fresno,
California
|
$987K
|
+$14.4K
|
+270
|
+2%
|
|
|
403
|
GSB Wealth Management
Guilford,
Connecticut
|
$987K
|
+$948K
|
+17,767
|
New
|
|
|
404
|
TrueWealth Advisors
Birmingham,
Alabama
|
$974K
|
-$60.6K
|
-1,136
|
-6%
|
|
|
405
|
JB Capital
Wethersfield,
Connecticut
|
$971K
|
+$95.2K
|
+1,784
|
+11%
|
|
|
406
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$967K
|
+$521K
|
+9,760
|
+128%
|
|
|
407
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$962K
|
+$10.7K
|
+200
|
+1%
|
|
|
408
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$961K
|
+$973K
|
+18,238
|
New
|
|
|
409
|
MAI Capital Management
Independence,
Ohio
|
$948K
|
+$140K
|
+2,620
|
+18%
|
|
|
410
|
Studio Investment Management
Chicago,
Illinois
|
$947K
|
+$583K
|
+10,920
|
+179%
|
|
|
411
|
Inscription Capital
Houston,
Texas
|
$937K
|
+$49.4K
|
+926
|
+6%
|
|
|
412
|
Belpointe Asset Management
Reno,
Nevada
|
$924K
|
+$75.4K
|
+1,413
|
+9%
|
|
|
413
|
Objective Capital Management
Pepper Pike,
Ohio
|
$917K
|
+$881K
|
+16,504
|
New
|
|
|
414
|
Castle Financial & Retirement Planning Associates
Fair Haven,
New Jersey
|
$907K
|
+$893K
|
+16,740
|
New
|
|
|
415
|
Jones Financial Companies
Des Peres,
Missouri
|
$903K
|
+$242K
|
+4,529
|
+39%
|
|
|
416
|
EP Wealth Advisors
Torrance,
California
|
$898K
|
+$217K
|
+4,058
|
+34%
|
|
|
417
|
Cresset Asset Management
Chicago,
Illinois
|
$898K
|
+$248K
|
+4,645
|
+40%
|
|
|
418
|
Pathstone Family Office
Englewood,
New Jersey
|
$894K
|
+$5.5K
|
+103
|
+0.6%
|
|
|
419
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$885K
|
+$850K
|
+15,923
|
New
|
|
|
420
|
Viridian RIA
Bothell,
Washington
|
$881K
|
+$846K
|
+15,850
|
New
|
|
|
421
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$873K
|
-$31.8K
|
-595
|
-4%
|
|
|
422
|
Regal Investment Advisors
Kentwood,
Michigan
|
$873K
|
-$15.8K
|
-297
|
-2%
|
|
|
423
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$873K
|
+$6.35K
|
+119
|
+0.8%
|
|
|
424
|
Insight Wealth Strategies
San Ramon,
California
|
$866K
|
-$1.16M
|
-21,740
|
-58%
|
|
|
425
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$861K
|
+$115K
|
+2,150
|
+16%
|
|
