|
401
|
FullCircle Wealth
Dallas,
Texas
|
$2.05M
|
+$711K
|
+2,237
|
+59%
|
|
|
402
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.03M
|
+$132K
|
+414
|
+7%
|
|
|
403
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$2.03M
|
–
|
–
|
–
|
|
|
404
|
Evercore Wealth Management
New York
|
$1.97M
|
-$15.9K
|
-50
|
-0.8%
|
|
|
405
|
LVZ Inc
Holland,
Michigan
|
$1.96M
|
-$100K
|
-316
|
-5%
|
|
|
406
|
World Investment Advisors
Santa Barbara,
California
|
$1.96M
|
+$708K
|
+2,225
|
+61%
|
|
|
407
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.95M
|
-$35K
|
-110
|
-2%
|
|
|
408
|
Holistic Planning
Nacogdoches,
Texas
|
$1.92M
|
+$10.5K
|
+33
|
+0.6%
|
|
|
409
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.9M
|
-$667K
|
-2,097
|
-27%
|
|
|
410
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.87M
|
-$52.5K
|
-165
|
-3%
|
|
|
411
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.85M
|
–
|
–
|
–
|
|
|
412
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$1.84M
|
+$454K
|
+1,427
|
+35%
|
|
|
413
|
Webster Bank
Waterbury,
Connecticut
|
$1.84M
|
–
|
–
|
–
|
|
|
414
|
IFG Advisory
Atlanta,
Georgia
|
$1.83M
|
+$779K
|
+2,450
|
+80%
|
|
|
415
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.81M
|
+$111K
|
+350
|
+7%
|
|
|
416
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.79M
|
+$89.4K
|
+281
|
+6%
|
|
|
417
|
Davenport & Co
Richmond,
Virginia
|
$1.79M
|
+$416K
|
+1,309
|
+32%
|
|
|
418
|
Alterna Wealth Management
Houston,
Texas
|
$1.76M
|
+$433K
|
+1,360
|
+35%
|
|
|
419
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$1.75M
|
+$627K
|
+1,973
|
+60%
|
|
|
420
|
Strait & Sound Wealth Management
San Francisco,
California
|
$1.73M
|
+$156K
|
+492
|
+10%
|
|
|
421
|
Pinnacle Associates
New York
|
$1.72M
|
-$111K
|
-349
|
-6%
|
|
|
422
|
Tyche Wealth Partners
Plano,
Texas
|
$1.7M
|
+$913K
|
+2,870
|
+127%
|
|
|
423
|
GTS Securities
Miami,
Florida
|
$1.7M
|
+$877K
|
+2,758
|
+118%
|
|
|
424
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
$1.7M
|
+$910K
|
+2,860
|
+128%
|
|
|
425
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.69M
|
+$710K
|
+2,234
|
+78%
|
|
