|
401
|
Prosperity Wealth Management
San Ramon,
California
|
$629K
|
-$30.5K
|
-600
|
-5%
|
|
|
402
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$627K
|
+$198K
|
+3,904
|
+47%
|
|
|
403
|
Advisornet Financial
Minnetonka,
Minnesota
|
$624K
|
-$128K
|
-2,530
|
-17%
|
|
|
404
|
Inscription Capital
Houston,
Texas
|
$623K
|
+$624K
|
+12,286
|
New
|
|
|
405
|
Howland Capital Management
Boston,
Massachusetts
|
$621K
|
-$140K
|
-2,764
|
-19%
|
|
|
406
|
Fountainhead AM
Warren,
New Jersey
|
$620K
|
+$371K
|
+7,304
|
+151%
|
|
|
407
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$620K
|
–
|
–
|
–
|
|
|
408
|
HT Partners
Centerbrook,
Connecticut
|
$615K
|
+$18.3K
|
+360
|
+3%
|
|
|
409
|
Latitude Advisors
Vero Beach,
Florida
|
$615K
|
+$59.7K
|
+1,176
|
+11%
|
|
|
410
|
Veracity Capital
Atlanta,
Georgia
|
$612K
|
-$15.8K
|
-312
|
-3%
|
|
|
411
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$612K
|
–
|
–
|
–
|
|
|
412
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$607K
|
+$23.7K
|
+466
|
+4%
|
|
|
413
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$607K
|
-$31.6K
|
-622
|
-5%
|
|
|
414
|
Creekmur Asset Management
Morton,
Illinois
|
$605K
|
–
|
–
|
–
|
|
|
415
|
Harbour Investments
Madison,
Wisconsin
|
$594K
|
-$46.8K
|
-922
|
-7%
|
|
|
416
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$594K
|
–
|
–
|
–
|
|
|
417
|
Invera Wealth Advisors
Bend,
Oregon
|
$593K
|
-$62.9K
|
-1,238
|
-10%
|
|
|
418
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$590K
|
+$49.4K
|
+972
|
+9%
|
|
|
419
|
Advisory Alpha
Holland,
Michigan
|
$584K
|
-$6.3K
|
-124
|
-1%
|
|
|
420
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$581K
|
–
|
–
|
–
|
|
|
421
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$580K
|
+$152K
|
+3,000
|
+36%
|
|
|
422
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$580K
|
-$70.1K
|
-1,380
|
-11%
|
|
|
423
|
CoreCap Advisors
Southfield,
Michigan
|
$580K
|
+$6.5K
|
+128
|
+1%
|
|
|
424
|
Lewis Asset Management
Lafayette,
California
|
$579K
|
-$1.42K
|
-28
|
-0.2%
|
|
|
425
|
Brady Family Wealth
Saint Louis,
Missouri
|
$572K
|
–
|
–
|
–
|
|
