|
401
|
Simplicity Wealth
Summit,
New Jersey
|
$3.23M
|
+$198K
|
+3,528
|
+7%
|
|
|
402
|
Friday Financial
Dubuque,
Iowa
|
$3.2M
|
+$207K
|
+3,692
|
+7%
|
|
|
403
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$3.19M
|
+$3.15M
|
+56,101
|
New
|
|
|
404
|
Sovran Advisors
San Diego,
California
|
$3.17M
|
-$17.9K
|
-318
|
-0.6%
|
|
|
405
|
Prism Advisors
Studio City,
California
|
$3.14M
|
-$8.76K
|
-156
|
-0.3%
|
|
|
406
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$3.12M
|
+$3.6K
|
+64
|
+0.1%
|
|
|
407
|
Opal Wealth Advisors
Jericho,
New York
|
$3.09M
|
-$8.76K
|
-156
|
-0.3%
|
|
|
408
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.09M
|
-$197K
|
-3,509
|
-6%
|
|
|
409
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$3.09M
|
-$5.62K
|
-100
|
-0.2%
|
|
|
410
|
Global Financial Private Client
Sarasota,
Florida
|
$3.05M
|
+$4.16K
|
+74
|
+0.1%
|
|
|
411
|
Huntington National Bank
Columbus,
Ohio
|
$3.04M
|
–
|
–
|
–
|
|
|
412
|
Steward Partners Investment Advisory
New York
|
$3.04M
|
-$49K
|
-873
|
-2%
|
|
|
413
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.03M
|
+$684K
|
+12,170
|
+30%
|
|
|
414
|
Yukon Wealth Management
Overland Park,
Kansas
|
$3M
|
-$17.6K
|
-314
|
-0.6%
|
|
|
415
|
Level Four Advisory Services
Dallas,
Texas
|
$2.99M
|
+$1.07M
|
+19,073
|
+57%
|
|
|
416
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$2.96M
|
+$61.6K
|
+1,097
|
+2%
|
|
|
417
|
Natixis Advisors
Boston,
Massachusetts
|
$2.96M
|
-$791K
|
-14,088
|
-21%
|
|
|
418
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$2.95M
|
-$402K
|
-7,164
|
-12%
|
|
|
419
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$2.95M
|
+$63K
|
+1,121
|
+2%
|
|
|
420
|
SVB Wealth
Boston,
Massachusetts
|
$2.87M
|
-$625K
|
-11,121
|
-18%
|
|
|
421
|
Eclectic Associates
Fullerton,
California
|
$2.87M
|
+$925K
|
+16,468
|
+48%
|
|
|
422
|
|
$2.85M
|
+$2.82M
|
+50,215
|
New
|
|
|
423
|
Demars Financial Group
Spokane Valley,
Washington
|
$2.84M
|
-$23.1K
|
-412
|
-0.8%
|
|
|
424
|
Atria Investments
Charlotte,
North Carolina
|
$2.84M
|
-$319K
|
-5,676
|
-10%
|
|
|
425
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.82M
|
-$54.6K
|
-972
|
-2%
|
|
