|
401
|
Kings Path Partners
Sugar Land,
Texas
|
$842K
|
-$26.6K
|
-542
|
-3%
|
|
|
402
|
Mission Wealth Management
Santa Barbara,
California
|
$826K
|
-$4.26K
|
-87
|
-0.5%
|
|
|
403
|
Curi RMB Capital
Chicago,
Illinois
|
$821K
|
+$470K
|
+9,594
|
+134%
|
|
|
404
|
Worth Asset Management
Dallas,
Texas
|
$819K
|
+$820K
|
+16,734
|
New
|
|
|
405
|
EQ Wealth Advisors
Dallas,
Texas
|
$818K
|
+$4.9K
|
+100
|
+0.6%
|
|
|
406
|
|
$815K
|
–
|
–
|
–
|
|
|
407
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$809K
|
+$128K
|
+2,609
|
+19%
|
|
|
408
|
Stone Summit Wealth
Miami,
Florida
|
$805K
|
-$20.9K
|
-427
|
-3%
|
|
|
409
|
Modera Wealth Management
Westwood,
New Jersey
|
$803K
|
-$67.9K
|
-1,386
|
-8%
|
|
|
410
|
Stokes Family Office
New Orleans,
Louisiana
|
$801K
|
-$916K
|
-18,698
|
-53%
|
|
|
411
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$800K
|
-$14.7K
|
-301
|
-2%
|
|
|
412
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$799K
|
–
|
–
|
–
|
|
|
413
|
Pathstone Holdings
Englewood,
New Jersey
|
$798K
|
–
|
–
|
–
|
|
|
414
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$792K
|
+$763K
|
+15,571
|
New
|
|
|
415
|
Brighton Jones LLC
Seattle,
Washington
|
$791K
|
+$792K
|
+16,174
|
New
|
|
|
416
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$788K
|
–
|
–
|
–
|
|
|
417
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$786K
|
–
|
–
|
–
|
|
|
418
|
Evanson Asset Management
Carmel,
California
|
$785K
|
–
|
–
|
–
|
|
|
419
|
Skyline Advisors
Bellingham,
Washington
|
$785K
|
+$786K
|
+16,041
|
New
|
|
|
420
|
Truist Financial
Charlotte,
North Carolina
|
$777K
|
+$35.8K
|
+730
|
+5%
|
|
|
421
|
Harbour Investments
Madison,
Wisconsin
|
$770K
|
+$383K
|
+7,823
|
+99%
|
|
|
422
|
Trivium Point Advisory
Westport,
Connecticut
|
$766K
|
-$657K
|
-13,403
|
-46%
|
|
|
423
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$764K
|
-$13.1K
|
-268
|
-2%
|
|
|
424
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$763K
|
–
|
–
|
–
|
|
|
425
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$754K
|
–
|
–
|
–
|
|
