|
401
|
Evoke Wealth
Los Angeles,
California
|
$3.61M
|
-$1.55M
|
-18,940
|
-31%
|
|
|
402
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.59M
|
-$132K
|
-1,606
|
-4%
|
|
|
403
|
TFO Wealth Partners
Maumee,
Ohio
|
$3.59M
|
-$7.13K
|
-87
|
-0.2%
|
|
|
404
|
Lutz Financial Services
Omaha,
Nebraska
|
$3.59M
|
-$147K
|
-1,796
|
-4%
|
|
|
405
|
St Louis Trust
Saint Louis,
Missouri
|
$3.58M
|
–
|
–
|
–
|
|
|
406
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$3.56M
|
-$62.7K
|
-765
|
-2%
|
|
|
407
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.55M
|
+$116K
|
+1,415
|
+3%
|
|
|
408
|
Global Retirement Partners
San Rafael,
California
|
$3.55M
|
-$59.7K
|
-729
|
-2%
|
|
|
409
|
Everhart Financial Group
Dublin,
Ohio
|
$3.5M
|
+$320K
|
+3,908
|
+10%
|
|
|
410
|
Pinnacle Associates
New York
|
$3.49M
|
-$22.6K
|
-276
|
-0.7%
|
|
|
411
|
Instrumental Wealth
Tampa,
Florida
|
$3.49M
|
+$58K
|
+708
|
+2%
|
|
|
412
|
Prudent Man Advisors
Naperville,
Illinois
|
$3.45M
|
+$44.5K
|
+543
|
+1%
|
|
|
413
|
Affinity Capital Advisors
Berkeley,
California
|
$3.44M
|
-$1.83M
|
-22,294
|
-35%
|
|
|
414
|
Warwick Investment Management
Bryan,
Texas
|
$3.42M
|
+$62.3K
|
+760
|
+2%
|
|
|
415
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$3.4M
|
+$168K
|
+2,051
|
+5%
|
|
|
416
|
JDM Financial Group
Austin,
Texas
|
$3.39M
|
+$88.6K
|
+1,082
|
+3%
|
|
|
417
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$3.39M
|
+$154K
|
+1,877
|
+5%
|
|
|
418
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$3.39M
|
+$629K
|
+7,673
|
+24%
|
|
|
419
|
WBH Advisory
Baltimore,
Maryland
|
$3.38M
|
-$333K
|
-4,068
|
-9%
|
|
|
420
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$3.37M
|
+$99K
|
+1,209
|
+3%
|
|
|
421
|
Equitable Holdings
New York
|
$3.37M
|
+$1.05M
|
+12,774
|
+46%
|
|
|
422
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.35M
|
+$27K
|
+329
|
+0.8%
|
|
|
423
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$3.32M
|
+$143K
|
+1,740
|
+5%
|
|
|
424
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$3.32M
|
–
|
–
|
–
|
|
|
425
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.31M
|
+$1.03M
|
+12,620
|
+47%
|
|
