|
401
|
|
$686K
|
+$680K
|
+7,962
|
New
|
|
|
402
|
Register Financial Advisors
Atlanta,
Georgia
|
$684K
|
+$678K
|
+7,935
|
New
|
|
|
403
|
|
$683K
|
+$63.1K
|
+739
|
+10%
|
|
|
404
|
Gray Wealth Management
Bangor,
Maine
|
$675K
|
-$91.5K
|
-1,071
|
-12%
|
|
|
405
|
Argent Trust Co
Nashville,
Tennessee
|
$674K
|
-$194K
|
-2,266
|
-22%
|
|
|
406
|
Redmond Asset Management
Henrico,
Virginia
|
$670K
|
+$3.42K
|
+40
|
+0.5%
|
|
|
407
|
Planning Directions
Glen Mills,
Pennsylvania
|
$669K
|
-$32.2K
|
-377
|
-5%
|
|
|
408
|
Strait & Sound Wealth Management
San Francisco,
California
|
$665K
|
+$624K
|
+7,300
|
New
|
|
|
409
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$663K
|
+$5.21K
|
+61
|
+0.8%
|
|
|
410
|
William Blair & Company
Chicago,
Illinois
|
$659K
|
-$157K
|
-1,835
|
-19%
|
|
|
411
|
First Foundation Advisors
Irvine,
California
|
$655K
|
–
|
–
|
–
|
|
|
412
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$653K
|
+$62.1K
|
+727
|
+11%
|
|
|
413
|
Sonoma Private Wealth
Sonoma,
California
|
$652K
|
+$646K
|
+7,560
|
New
|
|
|
414
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$647K
|
-$17.3K
|
-203
|
-3%
|
|
|
415
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$647K
|
+$641K
|
+7,500
|
New
|
|
|
416
|
Ballentine Partners
Waltham,
Massachusetts
|
$644K
|
-$52.1K
|
-610
|
-8%
|
|
|
417
|
Waypoint Wealth Partners
Mill Valley,
California
|
$639K
|
+$71.4K
|
+836
|
+13%
|
|
|
418
|
CreativeOne Wealth
Overland Park,
Kansas
|
$635K
|
+$82.1K
|
+961
|
+15%
|
|
|
419
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$635K
|
+$2.39K
|
+28
|
+0.4%
|
|
|
420
|
Abacus Planning Group
Columbia,
South Carolina
|
$629K
|
+$177K
|
+2,076
|
+40%
|
|
|
421
|
Rothschild Investment LLC
Chicago,
Illinois
|
$627K
|
-$38.4K
|
-450
|
-6%
|
|
|
422
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$625K
|
–
|
–
|
–
|
|
|
423
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$623K
|
+$85
|
+1
|
+0%
|
|
|
424
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$622K
|
-$173K
|
-2,029
|
-22%
|
|
|
425
|
Mission Wealth Management
Santa Barbara,
California
|
$618K
|
+$13.9K
|
+163
|
+2%
|
|
