|
401
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.77M
|
-$41.4K
|
-725
|
-2%
|
|
|
402
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.77M
|
+$903K
|
+15,814
|
+112%
|
|
|
403
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.75M
|
+$82.1K
|
+1,437
|
+5%
|
|
|
404
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$1.72M
|
+$1.24M
|
+21,687
|
+267%
|
|
|
405
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$1.7M
|
-$31.9K
|
-558
|
-2%
|
|
|
406
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.69M
|
-$286
|
-5
|
-0%
|
|
|
407
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.67M
|
-$81.6K
|
-1,428
|
-5%
|
|
|
408
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.67M
|
+$1M
|
+17,533
|
+154%
|
|
|
409
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.66M
|
-$173K
|
-3,030
|
-10%
|
|
|
410
|
Counterweight Ventures
Wilmington,
North Carolina
|
$1.65M
|
+$25.3K
|
+443
|
+2%
|
|
|
411
|
Northside Capital Management
Hood River,
Oregon
|
$1.65M
|
–
|
–
|
–
|
|
|
412
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.65M
|
-$14.2K
|
-249
|
-0.9%
|
|
|
413
|
John W. Brooker & Co
Oakland,
California
|
$1.65M
|
+$24.3K
|
+426
|
+2%
|
|
|
414
|
INVST
Indianapolis,
Indiana
|
$1.64M
|
-$5.43K
|
-95
|
-0.3%
|
|
|
415
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.62M
|
-$155K
|
-2,713
|
-9%
|
|
|
416
|
Atomi Financial Group
New York
|
$1.61M
|
+$258K
|
+4,517
|
+19%
|
|
|
417
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.61M
|
-$96.3K
|
-1,685
|
-6%
|
|
|
418
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.6M
|
+$1.59M
|
+27,791
|
New
|
|
|
419
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.58M
|
+$11.7K
|
+205
|
+0.8%
|
|
|
420
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.57M
|
-$635K
|
-11,116
|
-29%
|
|
|
421
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.57M
|
+$1.55M
|
+27,204
|
New
|
|
|
422
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.57M
|
-$54.4K
|
-953
|
-3%
|
|
|
423
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$1.56M
|
-$18.6K
|
-325
|
-1%
|
|
|
424
|
Boston Mountain Money Management
Bentonville,
Arkansas
|
$1.53M
|
–
|
–
|
–
|
|
|
425
|
Element Pointe Advisors
Miami,
Florida
|
$1.53M
|
–
|
–
|
–
|
|
