|
401
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.2M
|
+$1.1M
|
+13,203
|
+8,410%
|
|
|
402
|
Owen LaRue
Elizabethtown,
Kentucky
|
$1.2M
|
-$148K
|
-1,776
|
-12%
|
|
|
403
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.19M
|
+$85.4K
|
+1,027
|
+8%
|
|
|
404
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$1.18M
|
–
|
–
|
–
|
|
|
405
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.17M
|
+$34.3K
|
+413
|
+3%
|
|
|
406
|
Kera Capital Partners
San Jose,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
407
|
Robinhood Asset Management
Menlo Park,
California
|
$1.16M
|
+$360K
|
+4,335
|
+51%
|
|
|
408
|
The Wealth Group
Eden Prairie,
Minnesota
|
$1.15M
|
–
|
–
|
–
|
|
|
409
|
Balanced Wealth Group
Westlake,
Ohio
|
$1.14M
|
+$333
|
+4
|
+0%
|
|
|
410
|
Renaissance Technologies
New York
|
$1.13M
|
-$1M
|
-12,065
|
-49%
|
|
|
411
|
Oppenheimer & Co
New York
|
$1.13M
|
-$6.82K
|
-82
|
-0.7%
|
|
|
412
|
IEQ Capital
Foster City,
California
|
$1.13M
|
-$28.7K
|
-345
|
-3%
|
|
|
413
|
Belpointe Asset Management
Reno,
Nevada
|
$1.12M
|
+$15K
|
+181
|
+1%
|
|
|
414
|
Independent Financial Group
San Diego,
California
|
$1.11M
|
+$102K
|
+1,222
|
+11%
|
|
|
415
|
J. M. Brown & Associates
Tulsa,
Oklahoma
|
$1.1M
|
+$1.01M
|
+12,182
|
New
|
|
|
416
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.1M
|
+$337K
|
+4,056
|
+50%
|
|
|
417
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$1.09M
|
+$1.01M
|
+12,135
|
New
|
|
|
418
|
Evernest Financial Advisors
Carmel,
Indiana
|
$1.09M
|
–
|
–
|
–
|
|
|
419
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.08M
|
–
|
–
|
–
|
|
|
420
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.08M
|
+$994K
|
+11,959
|
New
|
|
|
421
|
Redwood Financial Network
Solon,
Ohio
|
$1.08M
|
-$9.56K
|
-115
|
-1%
|
|
|
422
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$1.07M
|
–
|
–
|
–
|
|
|
423
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.07M
|
-$2.34M
|
-28,166
|
-70%
|
|
|
424
|
Perigon Wealth Management
San Francisco,
California
|
$1.06M
|
+$4.24K
|
+51
|
+0.4%
|
|
|
425
|
SlateStone Wealth
Jupiter,
Florida
|
$1.05M
|
–
|
–
|
–
|
|
