|
401
|
Keel Point
Huntsville,
Alabama
|
$1.68M
|
-$73.3K
|
-1,334
|
-4%
|
|
|
402
|
Sunbelt Securities
Houston,
Texas
|
$1.68M
|
+$869K
|
+15,818
|
+107%
|
|
|
403
|
Howard Wealth Management
Madison,
Connecticut
|
$1.68M
|
+$230K
|
+4,190
|
+16%
|
|
|
404
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.67M
|
-$2.47M
|
-45,061
|
-60%
|
|
|
405
|
SkyOak Wealth
Southfield,
Michigan
|
$1.67M
|
-$236K
|
-4,305
|
-12%
|
|
|
406
|
First Trust Advisors
Wheaton,
Illinois
|
$1.66M
|
-$1.46M
|
-26,612
|
-47%
|
|
|
407
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.66M
|
-$466K
|
-8,485
|
-22%
|
|
|
408
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.65M
|
-$1.92K
|
-35
|
-0.1%
|
|
|
409
|
SVB Wealth
Boston,
Massachusetts
|
$1.65M
|
+$3.29K
|
+60
|
+0.2%
|
|
|
410
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.6M
|
+$1.61M
|
+29,233
|
New
|
|
|
411
|
Investment Partners
New Philadelphia,
Ohio
|
$1.6M
|
+$147K
|
+2,669
|
+10%
|
|
|
412
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.59M
|
-$290K
|
-5,280
|
-15%
|
|
|
413
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.57M
|
+$1.58M
|
+28,682
|
New
|
|
|
414
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.56M
|
+$216K
|
+3,933
|
+16%
|
|
|
415
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$1.56M
|
+$635K
|
+11,570
|
+69%
|
|
|
416
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.55M
|
-$26.4K
|
-481
|
-2%
|
|
|
417
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.54M
|
+$30.6K
|
+557
|
+2%
|
|
|
418
|
Cascadia Advisory Services
Portland,
Oregon
|
$1.52M
|
+$486K
|
+8,846
|
+47%
|
|
|
419
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.5M
|
+$335K
|
+6,100
|
+29%
|
|
|
420
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.49M
|
-$454K
|
-8,258
|
-23%
|
|
|
421
|
M Holdings Securities
Portland,
Oregon
|
$1.48M
|
+$145K
|
+2,635
|
+11%
|
|
|
422
|
Parallel Advisors
San Francisco,
California
|
$1.45M
|
+$451K
|
+8,205
|
+45%
|
|
|
423
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1.44M
|
+$986K
|
+17,950
|
+216%
|
|
|
424
|
SigFig Wealth Management
San Francisco,
California
|
$1.42M
|
+$570K
|
+10,374
|
+67%
|
|
|
425
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.42M
|
-$40.8K
|
-743
|
-3%
|
|
