|
401
|
West Family Investments
Carlsbad,
California
|
$1.2M
|
–
|
–
|
–
|
|
|
402
|
EPG Wealth Management
Atlanta,
Georgia
|
$1.19M
|
+$55.7K
|
+363
|
+5%
|
|
|
403
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$1.19M
|
+$3.69K
|
+24
|
+0.3%
|
|
|
404
|
Parallel Advisors
San Francisco,
California
|
$1.19M
|
+$28.7K
|
+187
|
+3%
|
|
|
405
|
Five Oceans Advisors
Santa Monica,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
406
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.18M
|
-$135K
|
-877
|
-11%
|
|
|
407
|
Oppenheimer & Co
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
408
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
409
|
Forum Financial Management
Lombard,
Illinois
|
$1.16M
|
–
|
–
|
–
|
|
|
410
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.15M
|
-$92.4K
|
-602
|
-8%
|
|
|
411
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$1.14M
|
-$4.15K
|
-27
|
-0.4%
|
|
|
412
|
One Capital Management
Westlake Village,
California
|
$1.13M
|
+$1.02M
|
+6,626
|
New
|
|
|
413
|
Hilltop National Bank
Casper,
Wyoming
|
$1.12M
|
-$13.4K
|
-87
|
-1%
|
|
|
414
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$1.1M
|
-$3.53K
|
-23
|
-0.4%
|
|
|
415
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$1.1M
|
+$991K
|
+6,450
|
New
|
|
|
416
|
Checchi Capital Advisers
Beverly Hills,
California
|
$1.1M
|
-$36.1K
|
-235
|
-4%
|
|
|
417
|
Versant Capital Management
Phoenix,
Arizona
|
$1.09M
|
+$79.1K
|
+515
|
+9%
|
|
|
418
|
Affinity Capital Advisors
Berkeley,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
419
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.09M
|
+$57.3K
|
+373
|
+6%
|
|
|
420
|
Welch Group
Birmingham,
Alabama
|
$1.09M
|
–
|
–
|
–
|
|
|
421
|
Venturi Wealth Management
Austin,
Texas
|
$1.09M
|
+$713K
|
+4,643
|
+267%
|
|
|
422
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.08M
|
+$60.7K
|
+395
|
+7%
|
|
|
423
|
Brown Brothers Harriman & Co
New York
|
$1.08M
|
-$1.86M
|
-12,105
|
-66%
|
|
|
424
|
New England Research & Management
Chicago,
Illinois
|
$1.07M
|
–
|
–
|
–
|
|
|
425
|
HB Wealth Management
Atlanta,
Georgia
|
$1.07M
|
+$91.1K
|
+593
|
+10%
|
|
