|
401
|
Clearstead Trust
Portland,
Maine
|
$1.61M
|
–
|
–
|
–
|
|
|
402
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$1.59M
|
-$36K
|
-255
|
-2%
|
|
|
403
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.58M
|
-$250K
|
-1,770
|
-14%
|
|
|
404
|
Lion Street Advisors
Austin,
Texas
|
$1.58M
|
+$250K
|
+1,767
|
+16%
|
|
|
405
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.57M
|
-$14.8K
|
-105
|
-0.9%
|
|
|
406
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.56M
|
-$141
|
-1
|
-0%
|
|
|
407
|
Rovin Capital
Mesa,
Arizona
|
$1.56M
|
+$166K
|
+1,178
|
+12%
|
|
|
408
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.56M
|
+$89K
|
+630
|
+6%
|
|
|
409
|
WhitTier Trust Company
Reno,
Nevada
|
$1.55M
|
+$133K
|
+940
|
+9%
|
|
|
410
|
Ancora Advisors
Cleveland,
Ohio
|
$1.55M
|
+$34.8K
|
+246
|
+2%
|
|
|
411
|
One Day In July LLC
Burlington,
Vermont
|
$1.52M
|
+$3.96K
|
+28
|
+0.3%
|
|
|
412
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.51M
|
+$1.01M
|
+7,154
|
+207%
|
|
|
413
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.5M
|
+$70.7K
|
+500
|
+5%
|
|
|
414
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.5M
|
+$20.1K
|
+142
|
+1%
|
|
|
415
|
James J. Burns & Company
Melville,
New York
|
$1.5M
|
+$35.8K
|
+253
|
+2%
|
|
|
416
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.49M
|
-$54.7K
|
-387
|
-4%
|
|
|
417
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.49M
|
–
|
–
|
–
|
|
|
418
|
Whittier Trust
South Pasadena,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
419
|
Belpointe Asset Management
Reno,
Nevada
|
$1.47M
|
-$39.3K
|
-278
|
-3%
|
|
|
420
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.47M
|
+$7.77K
|
+55
|
+0.5%
|
|
|
421
|
Cadence Bank
Tupelo,
Mississippi
|
$1.46M
|
-$3.53K
|
-25
|
-0.2%
|
|
|
422
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.43M
|
-$11.7K
|
-83
|
-0.8%
|
|
|
423
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1.43M
|
–
|
–
|
–
|
|
|
424
|
Mission Wealth Management
Santa Barbara,
California
|
$1.43M
|
–
|
–
|
–
|
|
|
425
|
Evoke Wealth
Los Angeles,
California
|
$1.41M
|
+$124K
|
+876
|
+10%
|
|
