|
401
|
Williams Jones Wealth Management
New York
|
$704K
|
–
|
–
|
–
|
|
|
402
|
Gradient Capital Advisors
San Diego,
California
|
$704K
|
+$22.7K
|
+94
|
+3%
|
|
|
403
|
Compass Financial Advisors
Fort Wayne,
Indiana
|
$703K
|
+$6.51K
|
+27
|
+0.9%
|
|
|
404
|
Wealthspire Advisors (New York)
New York
|
$698K
|
+$41.5K
|
+172
|
+6%
|
|
|
405
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$694K
|
+$15.9K
|
+66
|
+2%
|
|
|
406
|
Checchi Capital Advisers
Beverly Hills,
California
|
$694K
|
+$683K
|
+2,835
|
New
|
|
|
407
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$693K
|
–
|
–
|
–
|
|
|
408
|
HCR Wealth Advisors
Los Angeles,
California
|
$691K
|
-$12.1K
|
-50
|
-2%
|
|
|
409
|
Country Club Bank
Kansas City,
Missouri
|
$688K
|
–
|
–
|
–
|
|
|
410
|
LPWM LLC
Minneapolis,
Minnesota
|
$686K
|
+$57.8K
|
+240
|
+9%
|
|
|
411
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$679K
|
-$15.7K
|
-65
|
-2%
|
|
|
412
|
Wealthspan Partners
Davenport,
Iowa
|
$666K
|
+$2.17K
|
+9
|
+0.3%
|
|
|
413
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$663K
|
-$72.3K
|
-300
|
-10%
|
|
|
414
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$647K
|
+$61.7K
|
+256
|
+10%
|
|
|
415
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$638K
|
+$48.4K
|
+201
|
+8%
|
|
|
416
|
Bigelow Investment Advisors
Portland,
Maine
|
$637K
|
+$6.03K
|
+25
|
+0.9%
|
|
|
417
|
Vontobel Holding
Zurich,
Switzerland
|
$636K
|
–
|
–
|
–
|
|
|
418
|
Edge Capital Group
Atlanta,
Georgia
|
$631K
|
–
|
–
|
–
|
|
|
419
|
Hilton Capital Management
Garden City,
New York
|
$631K
|
–
|
–
|
–
|
|
|
420
|
Eudaimonia Partners
Winchester,
Tennessee
|
$627K
|
-$63.9K
|
-265
|
-9%
|
|
|
421
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$622K
|
+$1.93K
|
+8
|
+0.3%
|
|
|
422
|
Wealth Alliance
Mellville,
New York
|
$618K
|
+$42.4K
|
+176
|
+7%
|
|
|
423
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$617K
|
-$11.6K
|
-48
|
-2%
|
|
|
424
|
Creative Financial Designs
Kokomo,
Indiana
|
$615K
|
+$115K
|
+477
|
+22%
|
|
|
425
|
IPG Investment Advisors
San Diego,
California
|
$612K
|
-$4.34K
|
-18
|
-0.7%
|
|
