|
401
|
Davies Financial Advisors
Murrieta,
California
|
$3.4M
|
+$3.4M
|
+35,910
|
New
|
|
|
402
|
|
$3.37M
|
+$973K
|
+10,287
|
+41%
|
|
|
403
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.37M
|
-$5.06M
|
-53,513
|
-60%
|
|
|
404
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.35M
|
+$2.35M
|
+24,879
|
+237%
|
|
|
405
|
Heritage Wealth Management (California)
San Diego,
California
|
$3.33M
|
+$590K
|
+6,233
|
+22%
|
|
|
406
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.31M
|
-$123K
|
-1,296
|
-4%
|
|
|
407
|
Teilinger Capital
Houston,
Texas
|
$3.31M
|
+$3.31M
|
+35,000
|
New
|
|
|
408
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.31M
|
+$3M
|
+31,667
|
+962%
|
|
|
409
|
Snowden Capital Advisors
New York
|
$3.31M
|
-$494K
|
-5,223
|
-13%
|
|
|
410
|
Peterson Wealth Management
Sparks,
Nevada
|
$3.29M
|
-$76.4K
|
-808
|
-2%
|
|
|
411
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.26M
|
-$321K
|
-3,390
|
-10%
|
|
|
412
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$3.24M
|
-$485K
|
-5,128
|
-13%
|
|
|
413
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.24M
|
+$86.9K
|
+919
|
+3%
|
|
|
414
|
Arrow Investment Advisors
Laurel,
Maryland
|
$3.22M
|
-$275K
|
-2,911
|
-8%
|
|
|
415
|
Global Endowment Management
Charlotte,
North Carolina
|
$3.22M
|
–
|
–
|
–
|
|
|
416
|
Panoramic Investment Advisors
Denver,
Colorado
|
$3.19M
|
+$635K
|
+6,711
|
+25%
|
|
|
417
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$3.19M
|
+$16.6K
|
+175
|
+0.5%
|
|
|
418
|
Atlas Financial Advisors
Oroville,
California
|
$3.17M
|
-$191K
|
-2,021
|
-6%
|
|
|
419
|
Yoder Wealth Management
Walnut Creek,
California
|
$3.16M
|
+$393K
|
+4,150
|
+14%
|
|
|
420
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.07M
|
+$3.26M
|
+34,490
|
New
|
|
|
421
|
Diversify Advisory Services
Sandy,
Utah
|
$3.04M
|
+$3.1M
|
+32,817
|
New
|
|
|
422
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$3.03M
|
+$3.03M
|
+32,053
|
New
|
|
|
423
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$3.03M
|
-$1.27M
|
-13,413
|
-30%
|
|
|
424
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.03M
|
+$470K
|
+4,972
|
+18%
|
|
|
425
|
Privium Fund Management (UK)
London,
United Kingdom
|
$3.03M
|
-$14.4M
|
-152,095
|
-82%
|
|
