|
401
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$2.63M
|
+$60.8K
|
+2,457
|
+2%
|
|
|
402
|
Red Tortoise LLC
Atlanta,
Georgia
|
$2.62M
|
+$2.92K
|
+118
|
+0.1%
|
|
|
403
|
Values Added Financial
Washington,
District of Columbia
|
$2.62M
|
-$5.05K
|
-204
|
-0.2%
|
|
|
404
|
Noble Family Wealth
Clearwater,
Florida
|
$2.62M
|
+$679K
|
+27,421
|
+37%
|
|
|
405
|
Foster Group
West Des Moines,
Iowa
|
$2.61M
|
+$22.1K
|
+893
|
+0.9%
|
|
|
406
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.6M
|
-$305K
|
-12,336
|
-11%
|
|
|
407
|
Angeles Wealth Management
Santa Monica,
California
|
$2.58M
|
–
|
–
|
–
|
|
|
408
|
GeoWealth Management
Chicago,
Illinois
|
$2.57M
|
+$9.6K
|
+388
|
+0.4%
|
|
|
409
|
Segment Wealth Management
Houston,
Texas
|
$2.57M
|
-$15.2K
|
-613
|
-0.6%
|
|
|
410
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.57M
|
-$113K
|
-4,582
|
-4%
|
|
|
411
|
Optima Capital
Beaverton,
Oregon
|
$2.55M
|
+$135K
|
+5,451
|
+6%
|
|
|
412
|
Mather Group
Chicago,
Illinois
|
$2.51M
|
-$81.4K
|
-3,288
|
-3%
|
|
|
413
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.5M
|
-$36.6K
|
-1,477
|
-1%
|
|
|
414
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.5M
|
-$665K
|
-26,867
|
-22%
|
|
|
415
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.48M
|
-$5.07K
|
-205
|
-0.2%
|
|
|
416
|
Essex LLC
Deer Park,
Illinois
|
$2.46M
|
-$30.3K
|
-1,224
|
-1%
|
|
|
417
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$2.46M
|
–
|
–
|
–
|
|
|
418
|
Asset Management Group
Stamford,
Connecticut
|
$2.45M
|
+$6.76K
|
+273
|
+0.3%
|
|
|
419
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$2.45M
|
-$1.01K
|
-41
|
-0%
|
|
|
420
|
Ridgewood Investments
Springfield,
New Jersey
|
$2.44M
|
+$515K
|
+20,821
|
+28%
|
|
|
421
|
CX Institutional
Auburn,
Indiana
|
$2.43M
|
+$121K
|
+4,892
|
+5%
|
|
|
422
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$2.43M
|
-$34.4K
|
-1,388
|
-1%
|
|
|
423
|
Osterweis Capital Management
San Francisco,
California
|
$2.42M
|
–
|
–
|
–
|
|
|
424
|
Integrity Alliance
Urbandale,
Iowa
|
$2.41M
|
-$41.4K
|
-1,673
|
-2%
|
|
|
425
|
KeyBank National Association
Cleveland,
Ohio
|
$2.38M
|
-$90K
|
-3,635
|
-4%
|
|
