|
401
|
Destiny Wealth Partners
Tavares,
Florida
|
$11.8M
|
+$191K
|
+4,288
|
+2%
|
|
|
402
|
Estate Counselors
Thiensville,
Wisconsin
|
$11.7M
|
+$7.22M
|
+162,492
|
+130%
|
|
|
403
|
|
$11.7M
|
-$4.92M
|
-110,772
|
-73%
|
|
|
404
|
Chilton Capital Management
Houston,
Texas
|
$11.6M
|
-$60.9K
|
-1,369
|
-0.5%
|
|
|
405
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$11.6M
|
+$5.78M
|
+129,971
|
+84%
|
|
|
406
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$11.6M
|
+$12.6M
|
+284,555
|
New
|
|
|
407
|
St Louis Trust
Saint Louis,
Missouri
|
$11.6M
|
-$174K
|
-3,910
|
-1%
|
|
|
408
|
Pinnacle Associates
New York
|
$11.4M
|
+$8.55M
|
+192,446
|
+220%
|
|
|
409
|
Tompkins Financial
Ithaca,
New York
|
$11.4M
|
+$991K
|
+22,284
|
+9%
|
|
|
410
|
Smith, Moore & Co
Clayton,
Missouri
|
$11.3M
|
-$280K
|
-6,298
|
-2%
|
|
|
411
|
ADE LLC
Baltimore,
Maryland
|
$11.3M
|
+$760K
|
+17,100
|
+7%
|
|
|
412
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$11.3M
|
+$344K
|
+7,735
|
+3%
|
|
|
413
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$11.2M
|
-$260K
|
-5,853
|
-2%
|
|
|
414
|
Hudock Inc
Williamsport,
Pennsylvania
|
$11.2M
|
+$227K
|
+5,109
|
+2%
|
|
|
415
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$11.2M
|
+$282K
|
+6,347
|
+2%
|
|
|
416
|
Wade Financial Advisory
Campbell,
California
|
$11.2M
|
+$2.9M
|
+65,132
|
+31%
|
|
|
417
|
Seven Post Investment Office
San Francisco,
California
|
$11.1M
|
+$779K
|
+17,530
|
+7%
|
|
|
418
|
Horizons Wealth Management
Asheville,
North Carolina
|
$11M
|
+$11.4M
|
+256,912
|
New
|
|
|
419
|
Equitable Holdings
New York
|
$11M
|
+$335K
|
+7,543
|
+3%
|
|
|
420
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$11M
|
+$364K
|
+8,186
|
+3%
|
|
|
421
|
Boston Financial Management
Boston,
Massachusetts
|
$10.9M
|
+$2.46M
|
+55,399
|
+26%
|
|
|
422
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$10.9M
|
-$89.2K
|
-2,007
|
-0.7%
|
|
|
423
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$10.9M
|
-$1.5M
|
-33,705
|
-11%
|
|
|
424
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$10.8M
|
–
|
–
|
–
|
|
|
425
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$10.8M
|
+$722K
|
+16,246
|
+7%
|
|
