|
401
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.55M
|
+$283K
|
+12,856
|
+14%
|
|
|
402
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.49M
|
-$3.55K
|
-161
|
-0.2%
|
|
|
403
|
Penney Financial
Houston,
Texas
|
$2.48M
|
+$1.65M
|
+75,093
|
+258%
|
|
|
404
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$2.48M
|
-$11.2K
|
-509
|
-0.5%
|
|
|
405
|
Gleason Group
Prospect,
Kentucky
|
$2.48M
|
+$21.5K
|
+975
|
+0.9%
|
|
|
406
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$2.46M
|
+$154
|
+7
|
+0%
|
|
|
407
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$2.46M
|
-$39.7K
|
-1,801
|
-2%
|
|
|
408
|
Values Added Financial
Washington,
District of Columbia
|
$2.43M
|
-$25.1K
|
-1,138
|
-1%
|
|
|
409
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.43M
|
+$3.37K
|
+153
|
+0.2%
|
|
|
410
|
Mather Group
Chicago,
Illinois
|
$2.4M
|
-$49.7K
|
-2,257
|
-2%
|
|
|
411
|
Foster Group
West Des Moines,
Iowa
|
$2.4M
|
+$94.5K
|
+4,291
|
+4%
|
|
|
412
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$2.4M
|
-$5.4M
|
-244,938
|
-71%
|
|
|
413
|
Segment Wealth Management
Houston,
Texas
|
$2.4M
|
-$2.58K
|
-117
|
-0.1%
|
|
|
414
|
Angeles Wealth Management
Santa Monica,
California
|
$2.39M
|
+$2.1M
|
+95,204
|
+1,895%
|
|
|
415
|
LexAurum Advisors
Overland Park,
Kansas
|
$2.38M
|
+$955K
|
+43,347
|
+76%
|
|
|
416
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$2.38M
|
-$13.5K
|
-611
|
-0.6%
|
|
|
417
|
GeoWealth Management
Chicago,
Illinois
|
$2.37M
|
+$298K
|
+13,515
|
+16%
|
|
|
418
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.37M
|
+$48.5K
|
+2,203
|
+2%
|
|
|
419
|
Osterweis Capital Management
San Francisco,
California
|
$2.37M
|
–
|
–
|
–
|
|
|
420
|
IHT Wealth Management
Chicago,
Illinois
|
$2.36M
|
-$563K
|
-25,544
|
-21%
|
|
|
421
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.35M
|
-$79.2K
|
-3,596
|
-4%
|
|
|
422
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$2.35M
|
-$479K
|
-21,735
|
-18%
|
|
|
423
|
Perigon Wealth Management
San Francisco,
California
|
$2.34M
|
-$30.3K
|
-1,374
|
-1%
|
|
|
424
|
Financial Management Professionals
Austin,
Texas
|
$2.33M
|
-$124K
|
-5,633
|
-5%
|
|
|
425
|
Essex LLC
Deer Park,
Illinois
|
$2.31M
|
-$22.9K
|
-1,038
|
-1%
|
|
