|
401
|
Venturi Wealth Management
Austin,
Texas
|
$1.47M
|
+$183K
|
+1,403
|
+15%
|
|
|
402
|
Marcum Wealth
Cleveland,
Ohio
|
$1.46M
|
+$88.9K
|
+683
|
+7%
|
|
|
403
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.45M
|
+$130K
|
+995
|
+10%
|
|
|
404
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$1.45M
|
-$89.6K
|
-688
|
-6%
|
|
|
405
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.43M
|
-$21.7K
|
-167
|
-2%
|
|
|
406
|
Ballew Advisors
Jackson,
Mississippi
|
$1.43M
|
–
|
–
|
–
|
|
|
407
|
Barclays
London,
United Kingdom
|
$1.43M
|
+$1.37M
|
+10,555
|
New
|
|
|
408
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.41M
|
+$130
|
+1
|
+0%
|
|
|
409
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.41M
|
–
|
–
|
–
|
|
|
410
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.4M
|
-$27.7K
|
-213
|
-2%
|
|
|
411
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.4M
|
-$4.43K
|
-34
|
-0.3%
|
|
|
412
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.39M
|
+$44.6K
|
+343
|
+3%
|
|
|
413
|
Aviance Capital Partners
Naples,
Florida
|
$1.39M
|
-$41.7K
|
-320
|
-3%
|
|
|
414
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.39M
|
-$6.51K
|
-50
|
-0.5%
|
|
|
415
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$1.38M
|
–
|
–
|
–
|
|
|
416
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.38M
|
+$74.2K
|
+570
|
+6%
|
|
|
417
|
Navellier & Associates
Reno,
Nevada
|
$1.38M
|
-$507K
|
-3,895
|
-28%
|
|
|
418
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.38M
|
-$6.51K
|
-50
|
-0.5%
|
|
|
419
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.38M
|
+$243K
|
+1,867
|
+22%
|
|
|
420
|
Essex Financial Services
Essex,
Connecticut
|
$1.38M
|
+$349K
|
+2,680
|
+36%
|
|
|
421
|
Boston Family Office
Boston,
Massachusetts
|
$1.36M
|
–
|
–
|
–
|
|
|
422
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1.36M
|
+$812K
|
+6,237
|
+162%
|
|
|
423
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.36M
|
+$18.2K
|
+140
|
+1%
|
|
|
424
|
International Assets Investment Management
Orlando,
Florida
|
$1.35M
|
+$79.9K
|
+614
|
+7%
|
|
|
425
|
|
$1.33M
|
-$8.69M
|
-66,728
|
-87%
|
|
