|
401
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$954K
|
-$484K
|
-4,396
|
-34%
|
|
|
402
|
FC Advisory
West Chester,
Pennsylvania
|
$954K
|
+$2.75K
|
+25
|
+0.3%
|
|
|
403
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$931K
|
+$7.82K
|
+71
|
+0.8%
|
|
|
404
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$931K
|
+$123K
|
+1,119
|
+15%
|
|
|
405
|
Insight 2811 Inc
Chicago,
Illinois
|
$910K
|
+$910K
|
+8,266
|
New
|
|
|
406
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$894K
|
+$779K
|
+7,076
|
+15,724%
|
|
|
407
|
Global Financial Private Client
Sarasota,
Florida
|
$888K
|
+$84.5K
|
+767
|
+11%
|
|
|
408
|
Cypress Capital
Franklin,
Tennessee
|
$879K
|
-$84.8K
|
-770
|
-9%
|
|
|
409
|
SWMG LLC
Fort Worth,
Texas
|
$879K
|
+$879K
|
+7,986
|
New
|
|
|
410
|
D.A. Davidson & Co
Great Falls,
Montana
|
$858K
|
-$99.1K
|
-900
|
-10%
|
|
|
411
|
Lido Advisors
Los Angeles,
California
|
$851K
|
-$53.6K
|
-487
|
-6%
|
|
|
412
|
Financial Advisory Group
Houston,
Texas
|
$842K
|
–
|
–
|
–
|
|
|
413
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$836K
|
+$836K
|
+7,593
|
New
|
|
|
414
|
Cresset Asset Management
Chicago,
Illinois
|
$832K
|
+$80.6K
|
+732
|
+11%
|
|
|
415
|
Independent Financial Group
San Diego,
California
|
$798K
|
-$77K
|
-699
|
-9%
|
|
|
416
|
Anfield Capital Management
Irvine,
California
|
$796K
|
+$796K
|
+7,226
|
New
|
|
|
417
|
Freedom Investment Management
Hartford,
Connecticut
|
$792K
|
+$148K
|
+1,345
|
+23%
|
|
|
418
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$775K
|
+$775K
|
+7,037
|
New
|
|
|
419
|
Coppell Advisory Solutions
Coppell,
Texas
|
$767K
|
+$766K
|
+6,960
|
New
|
|
|
420
|
Winfield Associates
Cleveland,
Ohio
|
$748K
|
+$358K
|
+3,250
|
+92%
|
|
|
421
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$736K
|
+$737K
|
+6,689
|
New
|
|
|
422
|
AJ Wealth Strategies
New York
|
$733K
|
-$56.9K
|
-517
|
-7%
|
|
|
423
|
Creative Financial Designs
Kokomo,
Indiana
|
$730K
|
+$572K
|
+5,193
|
+361%
|
|
|
424
|
HeadInvest LLC
Portland,
Maine
|
$724K
|
+$723K
|
+6,570
|
New
|
|
|
425
|
Allworth Financial
Folsom,
California
|
$719K
|
-$34.4K
|
-312
|
-5%
|
|
