|
401
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$1.29M
|
+$33K
|
+331
|
+3%
|
|
|
402
|
Larson Financial Group
St Louis,
Missouri
|
$1.29M
|
-$18.8K
|
-189
|
-1%
|
|
|
403
|
Centaurus Financial
Anaheim,
California
|
$1.28M
|
-$16.7K
|
-168
|
-1%
|
|
|
404
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.27M
|
-$119K
|
-1,198
|
-9%
|
|
|
405
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$1.27M
|
-$37.7K
|
-379
|
-3%
|
|
|
406
|
First Foundation Advisors
Irvine,
California
|
$1.27M
|
+$66.4K
|
+667
|
+6%
|
|
|
407
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.26M
|
+$333K
|
+3,346
|
+38%
|
|
|
408
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.25M
|
-$8.96K
|
-90
|
-0.7%
|
|
|
409
|
Evercore Wealth Management
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
410
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.25M
|
-$73.9K
|
-742
|
-6%
|
|
|
411
|
Atomi Financial Group
New York
|
$1.23M
|
-$2.09M
|
-20,961
|
-64%
|
|
|
412
|
Claro Advisors
Boston,
Massachusetts
|
$1.22M
|
+$770K
|
+7,733
|
+191%
|
|
|
413
|
BIP Wealth
Atlanta,
Georgia
|
$1.22M
|
+$96.6K
|
+970
|
+9%
|
|
|
414
|
Conning Inc
Hartford,
Connecticut
|
$1.22M
|
–
|
–
|
–
|
|
|
415
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$1.22M
|
–
|
–
|
–
|
|
|
416
|
Evoke Wealth
Los Angeles,
California
|
$1.2M
|
+$1.16M
|
+11,605
|
New
|
|
|
417
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$1.2M
|
+$57.9K
|
+582
|
+5%
|
|
|
418
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.19M
|
+$426K
|
+4,282
|
+60%
|
|
|
419
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.18M
|
-$97.6K
|
-980
|
-8%
|
|
|
420
|
Pinnacle Associates
New York
|
$1.17M
|
-$29.9K
|
-300
|
-3%
|
|
|
421
|
Mendel Capital Management
Little Rock,
Arkansas
|
$1.17M
|
+$5.08K
|
+51
|
+0.5%
|
|
|
422
|
GHP Investment Advisors
Denver,
Colorado
|
$1.15M
|
-$63.9K
|
-642
|
-5%
|
|
|
423
|
BTC Capital Management
Des Moines,
Iowa
|
$1.14M
|
+$1.1M
|
+11,025
|
New
|
|
|
424
|
Institute for Wealth Management
Denver,
Colorado
|
$1.14M
|
-$7.27K
|
-73
|
-0.7%
|
|
|
425
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$1.13M
|
+$293K
|
+2,940
|
+37%
|
|
