|
401
|
Holistic Planning
Nacogdoches,
Texas
|
$1.09M
|
+$976K
|
+4,498
|
New
|
|
|
402
|
Whittier Trust
South Pasadena,
California
|
$1.09M
|
+$766K
|
+3,527
|
+365%
|
|
|
403
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.08M
|
-$155K
|
-714
|
-14%
|
|
|
404
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.08M
|
-$113K
|
-519
|
-10%
|
|
|
405
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.08M
|
-$34.5K
|
-159
|
-3%
|
|
|
406
|
Leavell Investment Management
Mobile,
Alabama
|
$1.08M
|
+$77.3K
|
+356
|
+9%
|
|
|
407
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.07M
|
+$79.9K
|
+368
|
+9%
|
|
|
408
|
Stephen J. Garry & Associates
Garden City,
New York
|
$1.06M
|
+$954K
|
+4,394
|
New
|
|
|
409
|
Wealth Alliance
Mellville,
New York
|
$1.06M
|
+$68.8K
|
+317
|
+8%
|
|
|
410
|
Napa Wealth Management
Napa,
California
|
$1.06M
|
+$953K
|
+4,390
|
New
|
|
|
411
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.06M
|
+$81.6K
|
+376
|
+9%
|
|
|
412
|
Willner & Heller
Encino,
California
|
$1.05M
|
+$945K
|
+4,352
|
New
|
|
|
413
|
Heritage Wealth Management (California)
San Diego,
California
|
$1.05M
|
+$942K
|
+4,339
|
New
|
|
|
414
|
Pinnacle Associates
New York
|
$1.05M
|
+$115K
|
+532
|
+14%
|
|
|
415
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.05M
|
-$49.1K
|
-226
|
-5%
|
|
|
416
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.04M
|
-$32.3K
|
-149
|
-3%
|
|
|
417
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.04M
|
-$280K
|
-1,290
|
-23%
|
|
|
418
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.03M
|
-$798K
|
-3,677
|
-46%
|
|
|
419
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.01M
|
+$43.4K
|
+200
|
+5%
|
|
|
420
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.01M
|
+$199K
|
+917
|
+28%
|
|
|
421
|
Round Rock Advisors
Wilton,
Connecticut
|
$1M
|
–
|
–
|
–
|
|
|
422
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$1,000K
|
+$898K
|
+4,135
|
New
|
|
|
423
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$995K
|
-$81K
|
-373
|
-8%
|
|
|
424
|
City Holding Co
Charleston,
West Virginia
|
$990K
|
-$36.5K
|
-168
|
-4%
|
|
|
425
|
Corundum Group
Colorado Springs,
Colorado
|
$990K
|
+$889K
|
+4,096
|
New
|
|
