|
401
|
Journey Advisory Group
Covington,
Kentucky
|
$5.17M
|
+$5.3M
|
+211,803
|
New
|
|
|
402
|
Crescent Sterling
Metairie,
Louisiana
|
$5.09M
|
+$533K
|
+21,321
|
+11%
|
|
|
403
|
CapWealth Advisors
Franklin,
Tennessee
|
$5.07M
|
+$254K
|
+10,161
|
+5%
|
|
|
404
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$5.06M
|
+$40.6K
|
+1,623
|
+0.8%
|
|
|
405
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$5.04M
|
+$707K
|
+28,275
|
+16%
|
|
|
406
|
Alpha Cubed Investments
Irvine,
California
|
$5.04M
|
+$321K
|
+12,825
|
+7%
|
|
|
407
|
Ted Buchan & Co
San Diego,
California
|
$5.04M
|
+$5.16M
|
+206,532
|
New
|
|
|
408
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$4.98M
|
+$5.1M
|
+204,084
|
New
|
|
|
409
|
HC Advisors
Sandy Springs,
Georgia
|
$4.97M
|
-$243K
|
-9,726
|
-5%
|
|
|
410
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$4.96M
|
+$5.08M
|
+203,304
|
New
|
|
|
411
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.95M
|
+$310K
|
+12,405
|
+7%
|
|
|
412
|
M&T Bank
Buffalo,
New York
|
$4.94M
|
-$1.45M
|
-58,176
|
-22%
|
|
|
413
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4.94M
|
-$1.34M
|
-53,418
|
-21%
|
|
|
414
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.93M
|
-$576K
|
-23,028
|
-10%
|
|
|
415
|
AssetMark Inc
Concord,
California
|
$4.92M
|
+$674K
|
+26,961
|
+15%
|
|
|
416
|
Alpha Omega Group
Reston,
Virginia
|
$4.91M
|
+$1.08M
|
+43,326
|
+27%
|
|
|
417
|
Boston Financial Management
Boston,
Massachusetts
|
$4.87M
|
-$143K
|
-5,736
|
-3%
|
|
|
418
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$4.82M
|
+$899K
|
+35,979
|
+22%
|
|
|
419
|
Choreo LLC
Rockford,
Illinois
|
$4.78M
|
+$4.44M
|
+177,771
|
+969%
|
|
|
420
|
IFG Advisory
Atlanta,
Georgia
|
$4.78M
|
-$159K
|
-6,357
|
-3%
|
|
|
421
|
Red Door Wealth Management
Memphis,
Tennessee
|
$4.77M
|
-$79.8K
|
-3,192
|
-2%
|
|
|
422
|
Fagan Associates
Troy,
New York
|
$4.76M
|
+$151K
|
+6,027
|
+3%
|
|
|
423
|
Belpointe Asset Management
Reno,
Nevada
|
$4.73M
|
+$1.04M
|
+41,475
|
+27%
|
|
|
424
|
Pathstone Family Office
Englewood,
New Jersey
|
$4.72M
|
-$4.85M
|
-193,989
|
-50%
|
|
|
425
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$4.69M
|
+$1.91M
|
+76,491
|
+66%
|
|
