|
401
|
Soltis Investment Advisors
St. George,
Utah
|
$5.52M
|
-$233K
|
-1,580
|
-4%
|
|
|
402
|
Vontobel Holding
Zurich,
Switzerland
|
$5.5M
|
-$210K
|
-1,422
|
-4%
|
|
|
403
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$5.49M
|
-$238K
|
-1,616
|
-4%
|
|
|
404
|
Dopkins Wealth Management
Williamsville,
New York
|
$5.42M
|
-$374K
|
-2,533
|
-6%
|
|
|
405
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$5.42M
|
-$120K
|
-816
|
-2%
|
|
|
406
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$5.42M
|
+$87.4K
|
+592
|
+2%
|
|
|
407
|
MA Private Wealth
San Carlos,
California
|
$5.4M
|
-$412K
|
-2,790
|
-7%
|
|
|
408
|
Blueprint Financial Advisors
Greensboto,
North Carolina
|
$5.4M
|
+$542K
|
+3,670
|
+11%
|
|
|
409
|
Western Wealth Management
Golden,
Colorado
|
$5.37M
|
+$11.4K
|
+77
|
+0.2%
|
|
|
410
|
GWN Securities
Palm Beach Gardens,
Florida
|
$5.33M
|
+$378K
|
+2,563
|
+8%
|
|
|
411
|
EP Wealth Advisors
Torrance,
California
|
$5.31M
|
+$5.27M
|
+35,698
|
New
|
|
|
412
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$5.31M
|
+$123K
|
+833
|
+2%
|
|
|
413
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$5.28M
|
+$541K
|
+3,669
|
+12%
|
|
|
414
|
|
$5.24M
|
-$13.4K
|
-91
|
-0.3%
|
|
|
415
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.17M
|
+$21.4K
|
+145
|
+0.4%
|
|
|
416
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$5.14M
|
+$813K
|
+5,506
|
+19%
|
|
|
417
|
World Investment Advisors
Santa Barbara,
California
|
$5.14M
|
+$2.91M
|
+19,733
|
+133%
|
|
|
418
|
Allie Family Office
Miami,
Florida
|
$5.13M
|
-$50.2K
|
-340
|
-1%
|
|
|
419
|
Fonville Wealth Management
Richmond,
Virginia
|
$5.08M
|
-$201K
|
-1,362
|
-4%
|
|
|
420
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.05M
|
+$316K
|
+2,138
|
+7%
|
|
|
421
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$5.03M
|
-$3.05M
|
-20,683
|
-38%
|
|
|
422
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$5.01M
|
–
|
–
|
–
|
|
|
423
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.01M
|
-$3.69K
|
-25
|
-0.1%
|
|
|
424
|
Doliver Advisors
Houston,
Texas
|
$5.01M
|
-$54.8K
|
-371
|
-1%
|
|
|
425
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$4.99M
|
+$804K
|
+5,445
|
+19%
|
|
