|
401
|
Rational Advisors
Huntington,
New York
|
$21.4M
|
+$5.5M
|
+58,878
|
+33%
|
|
|
402
|
Instrumental Wealth
Tampa,
Florida
|
$21.4M
|
+$609K
|
+6,522
|
+3%
|
|
|
403
|
Savant Capital
Rockford,
Illinois
|
$21.4M
|
+$390K
|
+4,177
|
+2%
|
|
|
404
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$21.3M
|
+$52.7K
|
+565
|
+0.2%
|
|
|
405
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$21.2M
|
+$6.64M
|
+71,185
|
+44%
|
|
|
406
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$21M
|
+$144K
|
+1,542
|
+0.7%
|
|
|
407
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$21M
|
+$439K
|
+4,704
|
+2%
|
|
|
408
|
Private Client Services
Louisville,
Kentucky
|
$21M
|
+$757K
|
+8,111
|
+4%
|
|
|
409
|
Axxcess Wealth Management
Carlsbad,
California
|
$21M
|
-$351K
|
-3,763
|
-2%
|
|
|
410
|
Webster Bank
Waterbury,
Connecticut
|
$20.9M
|
+$3.35M
|
+35,840
|
+18%
|
|
|
411
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$20.8M
|
-$13M
|
-139,144
|
-38%
|
|
|
412
|
Marble Wealth
Montgomery,
Alabama
|
$20.7M
|
-$8.15M
|
-87,297
|
-28%
|
|
|
413
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$20.6M
|
+$107K
|
+1,148
|
+0.5%
|
|
|
414
|
Wealth Architects
Mountain View,
California
|
$20.5M
|
-$536K
|
-5,741
|
-2%
|
|
|
415
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$20.3M
|
+$5.82M
|
+62,407
|
+39%
|
|
|
416
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$20.3M
|
–
|
–
|
–
|
|
|
417
|
Waterway Wealth Management
The Woodlands,
Texas
|
$20.2M
|
-$400K
|
-4,291
|
-2%
|
|
|
418
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$20.2M
|
-$150K
|
-1,602
|
-0.7%
|
|
|
419
|
IFP Advisors
Tampa,
Florida
|
$20M
|
+$2.22M
|
+23,816
|
+12%
|
|
|
420
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$19.9M
|
-$3.66M
|
-39,222
|
-15%
|
|
|
421
|
WBH Advisory
Baltimore,
Maryland
|
$19.9M
|
+$1.18M
|
+12,620
|
+6%
|
|
|
422
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$19.8M
|
+$1.23M
|
+13,208
|
+6%
|
|
|
423
|
CIBC Bancorp USA
Chicago,
Illinois
|
$19.8M
|
+$20.4M
|
+218,850
|
New
|
|
|
424
|
Highline Wealth Partners
Sherman Oaks,
California
|
$19.7M
|
+$2.58M
|
+27,607
|
+15%
|
|
|
425
|
HB Wealth Management
Atlanta,
Georgia
|
$19.6M
|
+$493K
|
+5,283
|
+2%
|
|
