|
401
|
Brown Financial Advisory
Fairhope,
Alabama
|
$1.77M
|
–
|
–
|
–
|
|
|
402
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$1.75M
|
+$1.76M
|
+37,475
|
New
|
|
|
403
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.75M
|
+$25.5K
|
+541
|
+1%
|
|
|
404
|
Integrity Advisory Solutions
Dallas,
Texas
|
$1.75M
|
+$325K
|
+6,913
|
+23%
|
|
|
405
|
WESCAP Management Group
Glendale,
California
|
$1.73M
|
-$29.7K
|
-630
|
-2%
|
|
|
406
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.73M
|
-$5.88K
|
-125
|
-0.3%
|
|
|
407
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.73M
|
-$245K
|
-5,213
|
-12%
|
|
|
408
|
Financial Network Wealth Advisors
Murray,
Utah
|
$1.72M
|
+$222K
|
+4,722
|
+15%
|
|
|
409
|
NavPoint Financial
Prior Lake,
Minnesota
|
$1.71M
|
+$22.8K
|
+484
|
+1%
|
|
|
410
|
Brookwood Investment Group
Phoenix,
Arizona
|
$1.71M
|
+$208K
|
+4,417
|
+14%
|
|
|
411
|
Lockerman Financial Group
Newport Beach,
California
|
$1.71M
|
+$42.9K
|
+912
|
+3%
|
|
|
412
|
MAI Capital Management
Independence,
Ohio
|
$1.7M
|
-$16.4K
|
-348
|
-0.9%
|
|
|
413
|
Trivant Custom Portfolio Group
San Diego,
California
|
$1.7M
|
-$5.74K
|
-122
|
-0.3%
|
|
|
414
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$1.7M
|
+$1.71M
|
+36,337
|
New
|
|
|
415
|
Novem Group
Rochester,
New York
|
$1.69M
|
+$41.9K
|
+891
|
+3%
|
|
|
416
|
Tempus Wealth Planning
Irvine,
California
|
$1.68M
|
+$48.8K
|
+1,036
|
+3%
|
|
|
417
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.67M
|
+$139K
|
+2,943
|
+9%
|
|
|
418
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.64M
|
+$252K
|
+5,358
|
+18%
|
|
|
419
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.63M
|
-$75K
|
-1,593
|
-4%
|
|
|
420
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.61M
|
+$24.8K
|
+527
|
+2%
|
|
|
421
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.61M
|
+$116K
|
+2,455
|
+6%
|
|
|
422
|
Atria Investments
Charlotte,
North Carolina
|
$1.59M
|
+$196K
|
+4,158
|
+14%
|
|
|
423
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.58M
|
+$41.4K
|
+879
|
+3%
|
|
|
424
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.58M
|
+$52.2K
|
+1,108
|
+3%
|
|
|
425
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.56M
|
+$1.23M
|
+26,148
|
+364%
|
|
