|
401
|
IEQ Capital
Foster City,
California
|
$576K
|
+$56.7K
|
+1,041
|
+10%
|
|
|
402
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$571K
|
+$60.9K
|
+1,117
|
+11%
|
|
|
403
|
Precedent Wealth Partners
Houston,
Texas
|
$569K
|
-$663K
|
-12,157
|
-52%
|
|
|
404
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$560K
|
-$121K
|
-2,225
|
-17%
|
|
|
405
|
Global Financial Private Client
Sarasota,
Florida
|
$551K
|
+$13.2K
|
+243
|
+2%
|
|
|
406
|
Destination Wealth Management
Walnut Creek,
California
|
$549K
|
+$11.7K
|
+214
|
+2%
|
|
|
407
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$547K
|
-$6.81K
|
-125
|
-1%
|
|
|
408
|
Courier Capital
Buffalo,
New York
|
$545K
|
+$159K
|
+2,923
|
+38%
|
|
|
409
|
Congress Wealth Management
Boston,
Massachusetts
|
$539K
|
-$3.05K
|
-56
|
-0.5%
|
|
|
410
|
Tyche Wealth Partners
Plano,
Texas
|
$539K
|
-$89.3K
|
-1,638
|
-13%
|
|
|
411
|
Pine Valley Investments
Marlton,
New Jersey
|
$538K
|
+$3.65K
|
+67
|
+0.6%
|
|
|
412
|
Atomi Financial Group
New York
|
$530K
|
+$29.2K
|
+536
|
+5%
|
|
|
413
|
Lutz Financial Services
Omaha,
Nebraska
|
$529K
|
-$351K
|
-6,432
|
-38%
|
|
|
414
|
Goldstein Advisors
Madison,
Wisconsin
|
$508K
|
-$460K
|
-8,443
|
-46%
|
|
|
415
|
Strategic Financial Planning
Plano,
Texas
|
$496K
|
+$57.8K
|
+1,061
|
+12%
|
|
|
416
|
Thompson Davis & Co
Richmond,
Virginia
|
$494K
|
+$62.7K
|
+1,150
|
+14%
|
|
|
417
|
Mercer Global Advisors
Denver,
Colorado
|
$491K
|
-$139K
|
-2,542
|
-21%
|
|
|
418
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$486K
|
+$517K
|
+9,488
|
New
|
|
|
419
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$481K
|
–
|
–
|
–
|
|
|
420
|
Narus Financial Partners
Salt Lake City,
Utah
|
$474K
|
+$90.2K
|
+1,654
|
+22%
|
|
|
421
|
Westover Capital Advisors
Wilmington,
Delaware
|
$471K
|
-$273
|
-5
|
-0.1%
|
|
|
422
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$469K
|
-$1.69K
|
-31
|
-0.3%
|
|
|
423
|
International Private Wealth Advisors
San Diego,
California
|
$468K
|
+$61.8K
|
+1,134
|
+14%
|
|
|
424
|
Arete Wealth Advisors
Chicago,
Illinois
|
$468K
|
-$73.7K
|
-1,352
|
-13%
|
|
|
425
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$463K
|
+$43.1K
|
+791
|
+10%
|
|
