|
401
|
Kilter Group
Rhinebeck,
New York
|
$1.87M
|
+$163K
|
+1,737
|
+10%
|
|
|
402
|
RDA Financial Network
Akron,
Iowa
|
$1.87M
|
+$58.1K
|
+619
|
+3%
|
|
|
403
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.86M
|
+$230K
|
+2,443
|
+14%
|
|
|
404
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.86M
|
+$181K
|
+1,929
|
+11%
|
|
|
405
|
Payne Capital
Lake Oswego,
Oregon
|
$1.86M
|
+$1.83M
|
+19,497
|
New
|
|
|
406
|
Coordinated Financial Services
Denver,
Colorado
|
$1.85M
|
+$11.1K
|
+118
|
+0.6%
|
|
|
407
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.85M
|
-$48.7K
|
-518
|
-3%
|
|
|
408
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.84M
|
-$81.7K
|
-870
|
-4%
|
|
|
409
|
Brown Brothers Harriman & Co
New York
|
$1.84M
|
-$3.48K
|
-37
|
-0.2%
|
|
|
410
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.84M
|
+$72K
|
+766
|
+4%
|
|
|
411
|
Western Wealth Management
Golden,
Colorado
|
$1.83M
|
+$158K
|
+1,681
|
+10%
|
|
|
412
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.8M
|
+$186K
|
+1,978
|
+12%
|
|
|
413
|
IFS Group
York,
Pennsylvania
|
$1.79M
|
+$1.77M
|
+18,853
|
New
|
|
|
414
|
Richmond Investment Services
Mequon,
Wisconsin
|
$1.79M
|
+$449K
|
+4,784
|
+34%
|
|
|
415
|
Lodestar Private Asset Management
Alamo,
California
|
$1.79M
|
-$46.5K
|
-495
|
-3%
|
|
|
416
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.79M
|
+$230K
|
+2,448
|
+15%
|
|
|
417
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.75M
|
+$28.6K
|
+304
|
+2%
|
|
|
418
|
Alteri Wealth
Westlake Village,
California
|
$1.75M
|
+$169K
|
+1,794
|
+11%
|
|
|
419
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.74M
|
-$240K
|
-2,554
|
-12%
|
|
|
420
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.73M
|
+$216K
|
+2,301
|
+15%
|
|
|
421
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$1.71M
|
+$285K
|
+3,035
|
+20%
|
|
|
422
|
Maia Wealth
Denver,
Colorado
|
$1.71M
|
+$109K
|
+1,155
|
+7%
|
|
|
423
|
Synovus Financial
Columbus,
Georgia
|
$1.7M
|
+$138K
|
+1,471
|
+9%
|
|
|
424
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.68M
|
-$357K
|
-3,797
|
-18%
|
|
|
425
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.68M
|
-$67.7K
|
-721
|
-4%
|
|
