|
401
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$7.77M
|
-$438K
|
-3,808
|
-6%
|
|
|
402
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$7.75M
|
+$248K
|
+2,160
|
+3%
|
|
|
403
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$7.72M
|
+$3.81M
|
+33,121
|
+107%
|
|
|
404
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$7.72M
|
-$415K
|
-3,612
|
-5%
|
|
|
405
|
Strategic Blueprint
Atlanta,
Georgia
|
$7.67M
|
+$195K
|
+1,694
|
+3%
|
|
|
406
|
Frontier Asset Management
Sheridan,
Wyoming
|
$7.62M
|
+$139K
|
+1,209
|
+2%
|
|
|
407
|
BNP Paribas Financial Markets
Paris,
France
|
$7.61M
|
-$453K
|
-3,941
|
-6%
|
|
|
408
|
Private Wealth Advisors (California)
Fresno,
California
|
$7.6M
|
-$956K
|
-8,310
|
-12%
|
|
|
409
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$7.59M
|
+$7.25K
|
+63
|
+0.1%
|
|
|
410
|
United Services Automobile Association
San Antonio,
Texas
|
$7.58M
|
+$1.8M
|
+15,632
|
+33%
|
|
|
411
|
Diversify Advisory Services
Sandy,
Utah
|
$7.58M
|
+$3.2M
|
+27,794
|
+85%
|
|
|
412
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$7.56M
|
-$637K
|
-5,541
|
-8%
|
|
|
413
|
Belpointe Asset Management
Reno,
Nevada
|
$7.54M
|
+$318K
|
+2,766
|
+5%
|
|
|
414
|
Gryphon Financial Partners
Columbus,
Ohio
|
$7.47M
|
-$27.5K
|
-239
|
-0.4%
|
|
|
415
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$7.45M
|
-$575
|
-5
|
-0%
|
|
|
416
|
Independent Financial Group
San Diego,
California
|
$7.39M
|
+$816K
|
+7,099
|
+13%
|
|
|
417
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.37M
|
-$736K
|
-6,399
|
-9%
|
|
|
418
|
SGL Investment Advisors
Missoula,
Montana
|
$7.31M
|
+$789K
|
+6,859
|
+13%
|
|
|
419
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$7.3M
|
+$139K
|
+1,212
|
+2%
|
|
|
420
|
NorthRock Partners
Minneapolis,
Minnesota
|
$7.29M
|
-$97K
|
-843
|
-1%
|
|
|
421
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$7.27M
|
-$93K
|
-809
|
-1%
|
|
|
422
|
Custom Index Systems
New York
|
$7.2M
|
+$3.41M
|
+29,622
|
+99%
|
|
|
423
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$7.16M
|
-$310K
|
-2,696
|
-4%
|
|
|
424
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$7.14M
|
+$3.33M
|
+28,927
|
+96%
|
|
|
425
|
Simplicity Wealth
Summit,
New Jersey
|
$7.14M
|
-$6.29M
|
-54,656
|
-48%
|
|
