|
401
|
Financial Insights
Tacoma,
Washington
|
$2.18M
|
-$150K
|
-2,372
|
-6%
|
|
|
402
|
Westfuller Advisors
New York
|
$2.17M
|
-$261K
|
-4,132
|
-10%
|
|
|
403
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$2.15M
|
+$2.21M
|
+35,055
|
New
|
|
|
404
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$2.15M
|
+$267K
|
+4,235
|
+14%
|
|
|
405
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.13M
|
–
|
–
|
–
|
|
|
406
|
Bailard
Foster City,
California
|
$2.11M
|
-$46.2K
|
-733
|
-2%
|
|
|
407
|
Corient Private Wealth
Miami,
Florida
|
$2.1M
|
-$9.49M
|
-150,357
|
-81%
|
|
|
408
|
Neuberger Berman Group
New York
|
$2.08M
|
+$48.5K
|
+768
|
+2%
|
|
|
409
|
TD Capital Management
Memphis,
Tennessee
|
$2.07M
|
-$635K
|
-10,060
|
-23%
|
|
|
410
|
Snowden Capital Advisors
New York
|
$2.07M
|
+$445K
|
+7,046
|
+26%
|
|
|
411
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$2.05M
|
+$45.4K
|
+719
|
+2%
|
|
|
412
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$2.04M
|
+$224K
|
+3,556
|
+12%
|
|
|
413
|
CoreCap Advisors
Southfield,
Michigan
|
$2.04M
|
+$62.5K
|
+991
|
+3%
|
|
|
414
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.03M
|
+$199K
|
+3,150
|
+10%
|
|
|
415
|
Objective Capital Management
Pepper Pike,
Ohio
|
$2.03M
|
+$122K
|
+1,940
|
+6%
|
|
|
416
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.03M
|
-$960K
|
-15,218
|
-32%
|
|
|
417
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.02M
|
+$68.5K
|
+1,085
|
+3%
|
|
|
418
|
Vanguard Group
Malvern,
Pennsylvania
|
$2.02M
|
-$23.3K
|
-369
|
-1%
|
|
|
419
|
Curated Wealth Partners
El Segundo,
California
|
$2.01M
|
+$57.8K
|
+916
|
+3%
|
|
|
420
|
Wealthspire Advisors (New York)
New York
|
$2.01M
|
+$30.7K
|
+487
|
+2%
|
|
|
421
|
Sterling Wealth Advisors
Plantation,
Florida
|
$1.97M
|
+$2.02M
|
+32,097
|
New
|
|
|
422
|
Sound Stewardship
Overland Park,
Kansas
|
$1.96M
|
-$105K
|
-1,672
|
-5%
|
|
|
423
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.95M
|
-$1.2M
|
-18,984
|
-37%
|
|
|
424
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.95M
|
+$7.25K
|
+115
|
+0.4%
|
|
|
425
|
Advisory Alpha
Holland,
Michigan
|
$1.93M
|
-$10.6K
|
-168
|
-0.5%
|
|
