|
401
|
|
$3.05M
|
+$134K
|
+2,228
|
+5%
|
|
|
402
|
Private Trust Company
Cleveland,
Ohio
|
$3.04M
|
+$333K
|
+5,533
|
+12%
|
|
|
403
|
Private Client Services
Louisville,
Kentucky
|
$3.03M
|
+$186K
|
+3,090
|
+7%
|
|
|
404
|
Emergent Wealth Advisors
Williamsville,
New York
|
$2.97M
|
+$836K
|
+13,904
|
+40%
|
|
|
405
|
EP Wealth Advisors
Torrance,
California
|
$2.97M
|
+$2.94M
|
+48,849
|
New
|
|
|
406
|
United Advisor Group
Cincinnati,
Ohio
|
$2.95M
|
+$111K
|
+1,841
|
+4%
|
|
|
407
|
Regimen Wealth
Atlanta,
Georgia
|
$2.93M
|
-$10.1K
|
-168
|
-0.3%
|
|
|
408
|
Balance Wealth
Delaware,
Ohio
|
$2.93M
|
+$61.8K
|
+1,028
|
+2%
|
|
|
409
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$2.93M
|
+$169K
|
+2,808
|
+6%
|
|
|
410
|
W Advisors LLC
Germantown,
Tennessee
|
$2.91M
|
+$159K
|
+2,637
|
+6%
|
|
|
411
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$2.9M
|
+$233K
|
+3,878
|
+9%
|
|
|
412
|
Clearview Wealth Advisors
Salem,
Oregon
|
$2.9M
|
+$204K
|
+3,391
|
+8%
|
|
|
413
|
Capital Investment Management
Lees Summit,
Missouri
|
$2.88M
|
+$2.85M
|
+47,360
|
New
|
|
|
414
|
Sutton Place Investors
Katonah,
New York
|
$2.88M
|
-$122K
|
-2,024
|
-4%
|
|
|
415
|
|
$2.84M
|
+$1.3M
|
+21,666
|
+87%
|
|
|
416
|
Cary Street Partners
Richmond,
Virginia
|
$2.84M
|
-$26.3K
|
-437
|
-0.9%
|
|
|
417
|
Yukon Wealth Management
Overland Park,
Kansas
|
$2.82M
|
+$217K
|
+3,605
|
+8%
|
|
|
418
|
QRG Capital Management
Chicago,
Illinois
|
$2.72M
|
+$174K
|
+2,889
|
+7%
|
|
|
419
|
Signal Advisors Wealth
Detroit,
Michigan
|
$2.71M
|
-$93.5K
|
-1,555
|
-3%
|
|
|
420
|
Cassilly Financial Group
Severna Park,
Maryland
|
$2.62M
|
+$2.59M
|
+43,093
|
New
|
|
|
421
|
Sovereign Financial Group
Stamford,
Connecticut
|
$2.62M
|
-$78.5K
|
-1,306
|
-3%
|
|
|
422
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$2.58M
|
+$1.19M
|
+19,755
|
+87%
|
|
|
423
|
Tempus Wealth Planning
Irvine,
California
|
$2.56M
|
+$130K
|
+2,168
|
+5%
|
|
|
424
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.54M
|
+$2.05M
|
+34,085
|
+448%
|
|
|
425
|
Raleigh Capital Management
Cary,
North Carolina
|
$2.52M
|
+$116K
|
+1,921
|
+5%
|
|
