|
401
|
Aspiriant LLC
Los Angeles,
California
|
$1.33M
|
+$1.05M
|
+8,437
|
+422%
|
|
|
402
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.33M
|
+$138K
|
+1,112
|
+12%
|
|
|
403
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$1.32M
|
-$2.23K
|
-18
|
-0.2%
|
|
|
404
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.25M
|
-$318K
|
-2,563
|
-21%
|
|
|
405
|
Asset One Wealth Management
Bellevue,
Washington
|
$1.25M
|
+$11.7K
|
+94
|
+1%
|
|
|
406
|
Basso Capital Management
Stamford,
Connecticut
|
$1.25M
|
+$1.21M
|
+9,786
|
New
|
|
|
407
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.25M
|
-$96.8K
|
-780
|
-7%
|
|
|
408
|
City Holding Co
Charleston,
West Virginia
|
$1.25M
|
–
|
–
|
–
|
|
|
409
|
Davidson Trust Company
Seattle,
Washington
|
$1.24M
|
-$49.6K
|
-400
|
-4%
|
|
|
410
|
|
$1.24M
|
+$34.1K
|
+275
|
+3%
|
|
|
411
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.24M
|
+$455K
|
+3,670
|
+61%
|
|
|
412
|
Advisor OS
Chicago,
Illinois
|
$1.23M
|
+$1.2M
|
+9,659
|
New
|
|
|
413
|
Alesco Advisors
Pittsford,
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
414
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.23M
|
+$339K
|
+2,730
|
+40%
|
|
|
415
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.22M
|
-$30.9K
|
-249
|
-2%
|
|
|
416
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.2M
|
+$372
|
+3
|
+0%
|
|
|
417
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.19M
|
-$97K
|
-782
|
-8%
|
|
|
418
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.18M
|
+$301K
|
+2,426
|
+36%
|
|
|
419
|
Signal Tree Financial Partners
Copley,
Ohio
|
$1.18M
|
-$31.8K
|
-256
|
-3%
|
|
|
420
|
VestGen Advisors
Inverness,
Illinois
|
$1.17M
|
-$3.48K
|
-28
|
-0.3%
|
|
|
421
|
Becker Capital Management
Portland,
Oregon
|
$1.16M
|
–
|
–
|
–
|
|
|
422
|
Parallel Advisors
San Francisco,
California
|
$1.16M
|
+$21.5K
|
+173
|
+2%
|
|
|
423
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$1.16M
|
–
|
–
|
–
|
|
|
424
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.15M
|
-$78.4K
|
-632
|
-7%
|
|
|
425
|
Armis Advisers
Atlanta,
Georgia
|
$1.15M
|
+$4.59K
|
+37
|
+0.4%
|
|
