|
401
|
CVA Family Office
Denver,
Colorado
|
$930K
|
+$31.6K
|
+614
|
+4%
|
|
|
402
|
J. Safra Asset Management
New York
|
$929K
|
+$880K
|
+17,070
|
New
|
|
|
403
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$927K
|
+$55.2K
|
+1,071
|
+7%
|
|
|
404
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$926K
|
+$202K
|
+3,920
|
+30%
|
|
|
405
|
Nautilus Advisors
La Jolla,
California
|
$919K
|
-$68.8K
|
-1,334
|
-7%
|
|
|
406
|
Novem Group
Rochester,
New York
|
$916K
|
+$44K
|
+853
|
+5%
|
|
|
407
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$902K
|
+$5.88K
|
+114
|
+0.7%
|
|
|
408
|
Western Wealth Management
Golden,
Colorado
|
$890K
|
-$168K
|
-3,266
|
-17%
|
|
|
409
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$889K
|
+$184K
|
+3,568
|
+28%
|
|
|
410
|
Tandem Financial
Greenwood Village,
Colorado
|
$887K
|
-$14.1K
|
-273
|
-2%
|
|
|
411
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$887K
|
+$187K
|
+3,624
|
+29%
|
|
|
412
|
Consilium Wealth Advisory
Richardson,
Texas
|
$883K
|
+$13.1K
|
+254
|
+2%
|
|
|
413
|
Bell Bank
Fargo,
North Dakota
|
$881K
|
-$15.3K
|
-296
|
-2%
|
|
|
414
|
Claris Financial
Glen Allen,
Virginia
|
$877K
|
+$831K
|
+16,118
|
New
|
|
|
415
|
TCFG Wealth Management
Laguna Niguel,
California
|
$876K
|
+$830K
|
+16,100
|
New
|
|
|
416
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$875K
|
-$13.2M
|
-256,392
|
-94%
|
|
|
417
|
Natixis Advisors
Boston,
Massachusetts
|
$874K
|
+$828K
|
+16,064
|
New
|
|
|
418
|
Citadel Advisors
Miami,
Florida
|
$867K
|
+$110K
|
+2,140
|
+16%
|
|
|
419
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$866K
|
-$22.7K
|
-440
|
-3%
|
|
|
420
|
|
$860K
|
+$815K
|
+15,813
|
New
|
|
|
421
|
GeoWealth Management
Chicago,
Illinois
|
$860K
|
-$31.1K
|
-603
|
-4%
|
|
|
422
|
WesBanco Bank
Wheeling,
West Virginia
|
$858K
|
+$607K
|
+11,770
|
+294%
|
|
|
423
|
Helium Advisors
Everett,
Washington
|
$858K
|
+$245K
|
+4,744
|
+43%
|
|
|
424
|
Red Crane Wealth Management
San Francisco,
California
|
$851K
|
-$161K
|
-3,126
|
-17%
|
|
|
425
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$851K
|
+$806K
|
+15,638
|
New
|
|
