|
401
|
TFO Wealth Partners
Maumee,
Ohio
|
$5.74M
|
–
|
–
|
–
|
|
|
402
|
Pegasus Partners
Mequon,
Wisconsin
|
$5.69M
|
+$1.87M
|
+27,100
|
+46%
|
|
|
403
|
Sepio Capital
Salt Lake City,
Utah
|
$5.66M
|
–
|
–
|
–
|
|
|
404
|
TPG Financial Advisors
Portland,
Oregon
|
$5.64M
|
+$670K
|
+9,704
|
+13%
|
|
|
405
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$5.63M
|
-$396K
|
-5,732
|
-6%
|
|
|
406
|
Denver Wealth Management
Denver,
Colorado
|
$5.62M
|
-$77.9K
|
-1,128
|
-1%
|
|
|
407
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$5.62M
|
-$398K
|
-5,764
|
-6%
|
|
|
408
|
Grove Bank & Trust
Miami,
Florida
|
$5.61M
|
+$254K
|
+3,672
|
+5%
|
|
|
409
|
Wellington Management Group
Boston,
Massachusetts
|
$5.61M
|
-$599K
|
-8,672
|
-9%
|
|
|
410
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$5.61M
|
-$380K
|
-5,508
|
-6%
|
|
|
411
|
EPG Wealth Management
Atlanta,
Georgia
|
$5.53M
|
-$19.9K
|
-288
|
-0.3%
|
|
|
412
|
WealthShield Partners
Cary,
North Carolina
|
$5.52M
|
+$334K
|
+4,840
|
+6%
|
|
|
413
|
NTV Asset Management
Charleston,
West Virginia
|
$5.5M
|
+$82.3K
|
+1,192
|
+1%
|
|
|
414
|
Dixon Fnancial Services
Lafayette,
California
|
$5.49M
|
–
|
–
|
–
|
|
|
415
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$5.47M
|
-$61K
|
-884
|
-1%
|
|
|
416
|
Colorado Capital Management
Boulder,
Colorado
|
$5.46M
|
+$13.8K
|
+200
|
+0.2%
|
|
|
417
|
Parallel Advisors
San Francisco,
California
|
$5.45M
|
-$709K
|
-10,264
|
-11%
|
|
|
418
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$5.43M
|
-$286K
|
-4,140
|
-5%
|
|
|
419
|
|
$5.41M
|
-$9.94K
|
-144
|
-0.2%
|
|
|
420
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$5.37M
|
+$938K
|
+13,588
|
+20%
|
|
|
421
|
Ruggaard & Associates
Hudson,
Ohio
|
$5.36M
|
-$14.4K
|
-208
|
-0.3%
|
|
|
422
|
First Western Trust Bank
Denver,
Colorado
|
$5.34M
|
-$294K
|
-4,256
|
-5%
|
|
|
423
|
AMI Asset Management
Los Angeles,
California
|
$5.33M
|
+$3.95M
|
+57,212
|
+249%
|
|
|
424
|
Tolleson Wealth Management
Dallas,
Texas
|
$5.3M
|
-$229K
|
-3,316
|
-4%
|
|
|
425
|
Snowden Capital Advisors
New York
|
$5.3M
|
-$663K
|
-9,604
|
-11%
|
|
