|
401
|
Orin Green Financial
San Diego,
California
|
$1.12M
|
-$38.9K
|
-348
|
-4%
|
|
|
402
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$1.11M
|
+$1.06M
|
+9,480
|
New
|
|
|
403
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.1M
|
+$88.4K
|
+791
|
+9%
|
|
|
404
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.09M
|
-$4.92K
|
-44
|
-0.5%
|
|
|
405
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.09M
|
+$67.4K
|
+603
|
+7%
|
|
|
406
|
Wealth Management Partners
Tucson,
Arizona
|
$1.07M
|
-$17.9K
|
-160
|
-2%
|
|
|
407
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$1.07M
|
+$1.02M
|
+9,119
|
New
|
|
|
408
|
LMCG Investments
Boston,
Massachusetts
|
$1.07M
|
–
|
–
|
–
|
|
|
409
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.06M
|
+$1.01M
|
+9,060
|
New
|
|
|
410
|
Strata Wealth Advisors
Dallas,
Texas
|
$1.06M
|
–
|
–
|
–
|
|
|
411
|
Brickley Wealth Management
San Mateo,
California
|
$1.06M
|
-$35.2K
|
-315
|
-3%
|
|
|
412
|
PACK Private Wealth
Wayzata,
Minnesota
|
$1.06M
|
–
|
–
|
–
|
|
|
413
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.05M
|
+$37.3K
|
+334
|
+4%
|
|
|
414
|
Holland Advisory Services
Ormond Beach,
Florida
|
$1.05M
|
-$3.8K
|
-34
|
-0.4%
|
|
|
415
|
Parallel Advisors
San Francisco,
California
|
$1.02M
|
-$20.6K
|
-184
|
-2%
|
|
|
416
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$1.01M
|
-$66.1K
|
-591
|
-6%
|
|
|
417
|
Keel Point
Huntsville,
Alabama
|
$1.01M
|
-$68.4K
|
-612
|
-7%
|
|
|
418
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1M
|
+$45.3K
|
+405
|
+5%
|
|
|
419
|
Napatree Capital
Westerly,
Rhode Island
|
$996K
|
-$404K
|
-3,616
|
-30%
|
|
|
420
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$993K
|
–
|
–
|
–
|
|
|
421
|
SignatureFD
Atlanta,
Georgia
|
$990K
|
–
|
–
|
–
|
|
|
422
|
NBC Securities
Birmingham,
Alabama
|
$958K
|
+$15.2K
|
+136
|
+2%
|
|
|
423
|
MONECO Advisors
Fairfield,
Connecticut
|
$952K
|
+$309K
|
+2,760
|
+52%
|
|
|
424
|
Callan Family Office
Radnor,
Pennsylvania
|
$952K
|
+$171K
|
+1,531
|
+23%
|
|
|
425
|
Millennium Management
New York
|
$951K
|
+$906K
|
+8,107
|
New
|
|
