|
401
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.12M
|
-$64K
|
-815
|
-5%
|
|
|
402
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.11M
|
–
|
–
|
–
|
|
|
403
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$1.1M
|
+$1.18M
|
+15,030
|
New
|
|
|
404
|
Detalus Advisors
St. Louis,
Missouri
|
$1.1M
|
–
|
–
|
–
|
|
|
405
|
Client 1st Advisory Group
Dunedin,
Florida
|
$1.08M
|
–
|
–
|
–
|
|
|
406
|
Brighton Jones LLC
Seattle,
Washington
|
$1.08M
|
+$1.15M
|
+14,660
|
New
|
|
|
407
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.07M
|
+$138K
|
+1,760
|
+14%
|
|
|
408
|
Pennington Partners & Co
Bethesda,
Maryland
|
$1.07M
|
+$618K
|
+7,870
|
+118%
|
|
|
409
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.07M
|
+$53.4K
|
+680
|
+5%
|
|
|
410
|
Well Done LLC
Holland,
Michigan
|
$1.06M
|
–
|
–
|
–
|
|
|
411
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.06M
|
-$202K
|
-2,570
|
-15%
|
|
|
412
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.06M
|
-$84.6M
|
-1,077,235
|
-99%
|
|
|
413
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.04M
|
–
|
–
|
–
|
|
|
414
|
Essex Financial Services
Essex,
Connecticut
|
$1.03M
|
-$51.1K
|
-650
|
-4%
|
|
|
415
|
Retirement Guys Formula
Maumee,
Ohio
|
$1.03M
|
+$65.6K
|
+835
|
+6%
|
|
|
416
|
XTX Topco
George Town,
Cayman Islands
|
$1.02M
|
-$2.29M
|
-29,130
|
-68%
|
|
|
417
|
Bessemer Group
Woodbridge,
New Jersey
|
$999K
|
–
|
–
|
–
|
|
|
418
|
Koshinski Asset Management
Decatur,
Illinois
|
$991K
|
–
|
–
|
–
|
|
|
419
|
Hartline Investment Corp
Winnetka,
Illinois
|
$987K
|
–
|
–
|
–
|
|
|
420
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$985K
|
+$111K
|
+1,410
|
+12%
|
|
|
421
|
Charles Schwab
San Francisco,
California
|
$984K
|
-$11.4K
|
-145
|
-1%
|
|
|
422
|
Brown Brothers Harriman & Co
New York
|
$980K
|
–
|
–
|
–
|
|
|
423
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$963K
|
-$535K
|
-6,815
|
-34%
|
|
|
424
|
Tudor Investment Corp
Stamford,
Connecticut
|
$961K
|
+$1.03M
|
+13,080
|
New
|
|
|
425
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$955K
|
+$819K
|
+10,425
|
+406%
|
|
