|
401
|
One Wealth Advisors
San Francisco,
California
|
$680K
|
+$682K
|
+6,651
|
New
|
|
|
402
|
Argent Trust Co
Nashville,
Tennessee
|
$666K
|
-$76.4K
|
-745
|
-10%
|
|
|
403
|
Venturi Wealth Management
Austin,
Texas
|
$665K
|
-$19.9K
|
-194
|
-3%
|
|
|
404
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$655K
|
-$1.98M
|
-19,307
|
-75%
|
|
|
405
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$648K
|
+$48K
|
+468
|
+8%
|
|
|
406
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$644K
|
+$23.3K
|
+227
|
+4%
|
|
|
407
|
WorthPointe
La Jolla,
California
|
$638K
|
-$70.8K
|
-690
|
-10%
|
|
|
408
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$633K
|
-$51.3K
|
-500
|
-7%
|
|
|
409
|
Cypress Wealth Services
Palm Desert,
California
|
$625K
|
+$6.57K
|
+64
|
+1%
|
|
|
410
|
Cadinha & Co
Honolulu,
Hawaii
|
$621K
|
-$260K
|
-2,530
|
-29%
|
|
|
411
|
Patron Partners
Houston,
Texas
|
$619K
|
-$4.21K
|
-41
|
-0.7%
|
|
|
412
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$615K
|
+$130K
|
+1,271
|
+27%
|
|
|
413
|
CreativeOne Wealth
Overland Park,
Kansas
|
$614K
|
+$73.1K
|
+712
|
+13%
|
|
|
414
|
Sunbelt Securities
Houston,
Texas
|
$605K
|
+$120K
|
+1,171
|
+25%
|
|
|
415
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$604K
|
-$40.2M
|
-392,025
|
-99%
|
|
|
416
|
Crew Capital Management
Cincinnati,
Ohio
|
$604K
|
-$20.1K
|
-196
|
-3%
|
|
|
417
|
WealthOne
Albany,
New York
|
$603K
|
-$251K
|
-2,450
|
-29%
|
|
|
418
|
Modera Wealth Management
Westwood,
New Jersey
|
$603K
|
-$79.3K
|
-773
|
-12%
|
|
|
419
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$601K
|
-$1.17M
|
-11,375
|
-66%
|
|
|
420
|
American Financial Advisors
Marietta,
Georgia
|
$592K
|
-$246K
|
-2,394
|
-29%
|
|
|
421
|
Bigelow Investment Advisors
Portland,
Maine
|
$583K
|
+$196K
|
+1,906
|
+50%
|
|
|
422
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$582K
|
-$168K
|
-1,635
|
-22%
|
|
|
423
|
Aprio Wealth Management
Atlanta,
Georgia
|
$580K
|
-$52.4K
|
-511
|
-8%
|
|
|
424
|
Selective Wealth Management
Forest,
Virginia
|
$572K
|
+$574K
|
+5,590
|
New
|
|
|
425
|
Catalyst Private Wealth
San Mateo,
California
|
$562K
|
-$34.3K
|
-334
|
-6%
|
|
