|
401
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$3.2M
|
+$100K
|
+736
|
+3%
|
|
|
402
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$3.19M
|
+$1.13M
|
+8,291
|
+54%
|
|
|
403
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.17M
|
+$270K
|
+1,979
|
+9%
|
|
|
404
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$3.14M
|
+$182K
|
+1,333
|
+6%
|
|
|
405
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.12M
|
+$1.01M
|
+7,436
|
+47%
|
|
|
406
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$3.06M
|
+$184K
|
+1,351
|
+6%
|
|
|
407
|
Sutton Wealth Advisors
Tampa,
Florida
|
$3.03M
|
+$634K
|
+4,651
|
+26%
|
|
|
408
|
Old Mission Capital
Chicago,
Illinois
|
$3M
|
+$3.04M
|
+22,276
|
New
|
|
|
409
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.98M
|
+$308K
|
+2,257
|
+11%
|
|
|
410
|
Norway Savings Bank
Portland,
Maine
|
$2.98M
|
-$459K
|
-3,367
|
-13%
|
|
|
411
|
Avalon Investment & Advisory
Houston,
Texas
|
$2.96M
|
-$23.6M
|
-172,781
|
-89%
|
|
|
412
|
Belpointe Asset Management
Reno,
Nevada
|
$2.95M
|
+$18.4K
|
+135
|
+0.6%
|
|
|
413
|
Menard Financial Group
Houston,
Texas
|
$2.92M
|
+$1.14M
|
+8,380
|
+63%
|
|
|
414
|
Reilly Financial Advisors
La Mesa,
California
|
$2.91M
|
+$2.95M
|
+21,635
|
New
|
|
|
415
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.88M
|
+$2.91M
|
+21,377
|
New
|
|
|
416
|
White Pine Capital
Bloomington,
Minnesota
|
$2.86M
|
+$40.9K
|
+300
|
+1%
|
|
|
417
|
Northern Trust
Chicago,
Illinois
|
$2.81M
|
+$32.7M
|
+239,903
|
+14%
|
|
|
418
|
LifePro Asset Management
San Diego,
California
|
$2.79M
|
+$449K
|
+3,296
|
+19%
|
|
|
419
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.77M
|
+$621K
|
+4,558
|
+29%
|
|
|
420
|
Camden National Bank
Camden,
Maine
|
$2.75M
|
+$685K
|
+5,028
|
+33%
|
|
|
421
|
Independent Family Office
Albany,
New York
|
$2.74M
|
–
|
–
|
–
|
|
|
422
|
Cornerstone Management
Duluth,
Georgia
|
$2.73M
|
+$252K
|
+1,852
|
+10%
|
|
|
423
|
Evoke Wealth
Los Angeles,
California
|
$2.72M
|
+$1.71M
|
+12,578
|
+165%
|
|
|
424
|
SigFig Wealth Management
San Francisco,
California
|
$2.71M
|
+$1.07M
|
+7,877
|
+65%
|
|
|
425
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.7M
|
-$488K
|
-3,579
|
-15%
|
|
