|
401
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$3.54M
|
-$120K
|
-732
|
-3%
|
|
|
402
|
|
$3.51M
|
+$801K
|
+4,877
|
+7%
|
|
|
403
|
Atria Investments
Charlotte,
North Carolina
|
$3.5M
|
-$480K
|
-2,920
|
-12%
|
|
|
404
|
HM Capital Management
Clayton,
Missouri
|
$3.49M
|
-$33.2K
|
-202
|
-1%
|
|
|
405
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$3.49M
|
+$268K
|
+1,634
|
+8%
|
|
|
406
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.47M
|
+$146K
|
+889
|
+4%
|
|
|
407
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$3.47M
|
+$522K
|
+3,181
|
+18%
|
|
|
408
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.47M
|
-$171K
|
-1,041
|
-5%
|
|
|
409
|
Opes Wealth Management
Menlo Park,
California
|
$3.47M
|
-$54.2K
|
-330
|
-2%
|
|
|
410
|
IEQ Capital
Foster City,
California
|
$3.46M
|
+$886K
|
+5,393
|
+35%
|
|
|
411
|
One Capital Management
Westlake Village,
California
|
$3.44M
|
-$30.2K
|
-184
|
-0.9%
|
|
|
412
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$3.44M
|
-$42.2K
|
-257
|
-1%
|
|
|
413
|
CFM Wealth Partners
Austin,
Texas
|
$3.42M
|
+$1.49M
|
+9,068
|
+79%
|
|
|
414
|
SlateStone Wealth
Jupiter,
Florida
|
$3.37M
|
+$793K
|
+4,826
|
+31%
|
|
|
415
|
EPG Wealth Management
Atlanta,
Georgia
|
$3.35M
|
+$13.3K
|
+81
|
+0.4%
|
|
|
416
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.35M
|
-$123K
|
-746
|
-4%
|
|
|
417
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$3.35M
|
+$1.51M
|
+9,220
|
+73%
|
|
|
418
|
BigSur Wealth Management
Miami,
Florida
|
$3.34M
|
–
|
–
|
–
|
|
|
419
|
Beacon Financial Group
Dallas,
Texas
|
$3.31M
|
+$10.7K
|
+65
|
+0.3%
|
|
|
420
|
Southern Wealth Management
Dallas,
Texas
|
$3.29M
|
-$31.7K
|
-193
|
-1%
|
|
|
421
|
J.W. Cole Advisors
Tampa,
Florida
|
$3.29M
|
+$6.24K
|
+38
|
+0.2%
|
|
|
422
|
Saxon Interests
Houston,
Texas
|
$3.27M
|
+$1.89M
|
+11,514
|
+141%
|
|
|
423
|
|
$3.23M
|
+$943K
|
+5,743
|
+42%
|
|
|
424
|
SOA Wealth Advisors
New York
|
$3.22M
|
+$55.3K
|
+337
|
+2%
|
|
|
425
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.21M
|
+$2.23M
|
+13,575
|
+234%
|
|
