|
801
|
Evercore Wealth Management
New York
|
$4.01M
|
–
|
–
|
–
|
|
|
802
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$4M
|
+$309K
|
+4,584
|
+8%
|
|
|
803
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$3.98M
|
-$371K
|
-5,502
|
-8%
|
|
|
804
|
SOA Wealth Advisors
New York
|
$3.96M
|
-$57.9K
|
-858
|
-1%
|
|
|
805
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$3.96M
|
+$4.32M
|
+64,068
|
New
|
|
|
806
|
Fulcrum Capital
Seattle,
Washington
|
$3.94M
|
+$119K
|
+1,764
|
+3%
|
|
|
807
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$3.94M
|
-$124K
|
-1,842
|
-3%
|
|
|
808
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.93M
|
-$114K
|
-1,686
|
-3%
|
|
|
809
|
Alexander Labrunerie & Co
Columbia,
Missouri
|
$3.92M
|
-$144K
|
-2,130
|
-3%
|
|
|
810
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$3.92M
|
-$267K
|
-3,960
|
-6%
|
|
|
811
|
Apexium Financial
Dallas,
Texas
|
$3.91M
|
+$56.6K
|
+840
|
+1%
|
|
|
812
|
Altiora Financial Group
Lebanon,
Ohio
|
$3.9M
|
–
|
–
|
–
|
|
|
813
|
Savvy Advisors Inc
New York
|
$3.9M
|
+$453K
|
+6,714
|
+12%
|
|
|
814
|
Veridan Wealth
West Linn,
Oregon
|
$3.89M
|
+$181K
|
+2,688
|
+4%
|
|
|
815
|
United Bank (Virginia)
Vienna,
Virginia
|
$3.88M
|
–
|
–
|
–
|
|
|
816
|
NorthRock Partners
Minneapolis,
Minnesota
|
$3.86M
|
+$937K
|
+13,902
|
+29%
|
|
|
817
|
Opinicus Capital
Tampa,
Florida
|
$3.86M
|
-$135K
|
-1,998
|
-3%
|
|
|
818
|
|
$3.86M
|
-$4.26M
|
-63,252
|
-50%
|
|
|
819
|
West Bancorporation
West Des Moines,
Iowa
|
$3.85M
|
+$59.9K
|
+888
|
+1%
|
|
|
820
|
KWMG LLC
Overland Park,
Kansas
|
$3.84M
|
-$10.1K
|
-150
|
-0.2%
|
|
|
821
|
Valmark Advisers
Akron,
Ohio
|
$3.84M
|
+$531K
|
+7,878
|
+15%
|
|
|
822
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$3.8M
|
+$108K
|
+1,608
|
+3%
|
|
|
823
|
Signal Advisors Wealth
Detroit,
Michigan
|
$3.78M
|
-$203K
|
-3,012
|
-5%
|
|
|
824
|
Montag & Associates
Atlanta,
Georgia
|
$3.77M
|
+$6.88K
|
+102
|
+0.2%
|
|
|
825
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.77M
|
+$171K
|
+2,538
|
+4%
|
|
