|
401
|
MA Private Wealth
San Carlos,
California
|
$5.17M
|
-$1.04K
|
-7
|
-0%
|
|
|
402
|
Columbus Macro
New Castle,
Pennsylvania
|
$5.15M
|
-$416K
|
-2,798
|
-7%
|
|
|
403
|
GWN Securities
Palm Beach Gardens,
Florida
|
$5.11M
|
+$4.46K
|
+30
|
+0.1%
|
|
|
404
|
Prospera Financial Services
Dallas,
Texas
|
$5.05M
|
-$387K
|
-2,603
|
-7%
|
|
|
405
|
Allie Family Office
Miami,
Florida
|
$5.03M
|
+$121K
|
+815
|
+2%
|
|
|
406
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.03M
|
+$196K
|
+1,317
|
+4%
|
|
|
407
|
Vontobel Holding
Zurich,
Switzerland
|
$5.01M
|
-$274K
|
-1,840
|
-5%
|
|
|
408
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.01M
|
+$259K
|
+1,739
|
+5%
|
|
|
409
|
World Investment Advisors
Santa Barbara,
California
|
$4.99M
|
+$77K
|
+518
|
+1%
|
|
|
410
|
Canandaigua National Corp
Canandaigua,
New York
|
$4.98M
|
+$5.2M
|
+34,977
|
New
|
|
|
411
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$4.9M
|
+$5.12M
|
+34,430
|
New
|
|
|
412
|
US Bancorp
Minneapolis,
Minnesota
|
$4.87M
|
-$3.39M
|
-22,828
|
-40%
|
|
|
413
|
Blue Fin Capital
Warren,
Rhode Island
|
$4.85M
|
+$741K
|
+4,981
|
+17%
|
|
|
414
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$4.84M
|
+$16.1K
|
+108
|
+0.3%
|
|
|
415
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$4.82M
|
+$43.4K
|
+292
|
+0.9%
|
|
|
416
|
Fonville Wealth Management
Richmond,
Virginia
|
$4.82M
|
-$47.4K
|
-319
|
-0.9%
|
|
|
417
|
|
$4.81M
|
-$216K
|
-1,450
|
-4%
|
|
|
418
|
Doliver Advisors
Houston,
Texas
|
$4.79M
|
-$10.6K
|
-71
|
-0.2%
|
|
|
419
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.74M
|
-$63.2K
|
-425
|
-1%
|
|
|
420
|
Lazard Asset Management
New York
|
$4.68M
|
–
|
–
|
–
|
|
|
421
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$4.66M
|
-$4.35M
|
-29,284
|
-47%
|
|
|
422
|
RW Investment Management
Eagle,
Idaho
|
$4.64M
|
+$4.84M
|
+32,544
|
New
|
|
|
423
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.62M
|
–
|
–
|
–
|
|
|
424
|
Unique Wealth
Clearwater,
Florida
|
$4.62M
|
+$1.78M
|
+11,937
|
+58%
|
|
|
425
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$4.61M
|
-$16.5K
|
-111
|
-0.4%
|
|
