|
401
|
SouthState Corp
Winter Haven,
Florida
|
$973K
|
-$101K
|
-912
|
-9%
|
|
|
402
|
IFG Advisory
Atlanta,
Georgia
|
$969K
|
-$1.54K
|
-14
|
-0.2%
|
|
|
403
|
Westfuller Advisors
New York
|
$967K
|
–
|
–
|
–
|
|
|
404
|
Centaurus Financial
Anaheim,
California
|
$962K
|
+$361K
|
+3,272
|
+60%
|
|
|
405
|
Callan Family Office
Radnor,
Pennsylvania
|
$961K
|
-$125K
|
-1,135
|
-12%
|
|
|
406
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$950K
|
+$49.9K
|
+453
|
+6%
|
|
|
407
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$947K
|
-$191K
|
-1,732
|
-17%
|
|
|
408
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$946K
|
-$1.51M
|
-13,738
|
-62%
|
|
|
409
|
Root Financial Partners
Encinitas,
California
|
$939K
|
-$26K
|
-236
|
-3%
|
|
|
410
|
Vontobel Holding
Zurich,
Switzerland
|
$933K
|
+$932K
|
+8,453
|
New
|
|
|
411
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$932K
|
-$89.5K
|
-812
|
-9%
|
|
|
412
|
Plum Street Advisors
New Orleans,
Louisiana
|
$917K
|
-$34K
|
-308
|
-4%
|
|
|
413
|
Bank of New York Mellon
New York
|
$905K
|
+$284K
|
+2,580
|
+46%
|
|
|
414
|
Courage Miller Partners
Norfolk,
Virginia
|
$903K
|
-$81.9K
|
-743
|
-8%
|
|
|
415
|
Boston Family Office
Boston,
Massachusetts
|
$896K
|
-$409K
|
-3,709
|
-31%
|
|
|
416
|
Fortis Advisors
Wayne,
Pennsylvania
|
$882K
|
+$9.15K
|
+83
|
+1%
|
|
|
417
|
KWB Wealth
Redlands,
California
|
$859K
|
+$1.65K
|
+15
|
+0.2%
|
|
|
418
|
Sovereign Financial Group
Stamford,
Connecticut
|
$857K
|
+$107K
|
+967
|
+14%
|
|
|
419
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$848K
|
-$130K
|
-1,179
|
-13%
|
|
|
420
|
Consilium Wealth Advisory
Richardson,
Texas
|
$847K
|
+$397K
|
+3,599
|
+88%
|
|
|
421
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$839K
|
-$1.55M
|
-14,029
|
-65%
|
|
|
422
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$834K
|
+$833K
|
+7,557
|
New
|
|
|
423
|
Insight Wealth Partners
Plano,
Texas
|
$834K
|
+$21.8K
|
+198
|
+3%
|
|
|
424
|
North Star Investment Management
Chicago,
Illinois
|
$831K
|
-$16.9K
|
-153
|
-2%
|
|
|
425
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$823K
|
+$1.65K
|
+15
|
+0.2%
|
|
