|
401
|
Destiny Wealth Partners
Tavares,
Florida
|
$973K
|
–
|
–
|
–
|
|
|
402
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$969K
|
+$955K
|
+4,649
|
New
|
|
|
403
|
Petix & Botte Financial
La Mesa,
California
|
$966K
|
+$472K
|
+2,297
|
+98%
|
|
|
404
|
Huntington National Bank
Columbus,
Ohio
|
$963K
|
–
|
–
|
–
|
|
|
405
|
Snowden Capital Advisors
New York
|
$963K
|
+$110K
|
+534
|
+13%
|
|
|
406
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$961K
|
+$64.7K
|
+315
|
+7%
|
|
|
407
|
Surevest
Los Angeles,
California
|
$948K
|
+$13.6K
|
+66
|
+1%
|
|
|
408
|
Brown Advisory
Baltimore,
Maryland
|
$944K
|
+$60.8K
|
+296
|
+7%
|
|
|
409
|
Bartlett & Co
Cincinnati,
Ohio
|
$937K
|
+$422K
|
+2,055
|
+84%
|
|
|
410
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$937K
|
+$422K
|
+2,055
|
+84%
|
|
|
411
|
Pacific Financial Group
Bellevue,
Washington
|
$927K
|
–
|
–
|
–
|
|
|
412
|
Stonegate Investment Group
Birmingham,
Alabama
|
$927K
|
+$309K
|
+1,506
|
+51%
|
|
|
413
|
Next Capital Management
New York
|
$923K
|
–
|
–
|
–
|
|
|
414
|
Abacus Planning Group
Columbia,
South Carolina
|
$920K
|
–
|
–
|
–
|
|
|
415
|
Asio Capital
Lexington,
Kentucky
|
$908K
|
+$45.8K
|
+223
|
+5%
|
|
|
416
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$904K
|
–
|
–
|
–
|
|
|
417
|
Ashfield Capital Partners
San Francisco,
California
|
$897K
|
–
|
–
|
–
|
|
|
418
|
Rockbridge Investment Management
Syracuse,
New York
|
$896K
|
-$22.8K
|
-111
|
-3%
|
|
|
419
|
REDW Wealth
Albuquerque,
New Mexico
|
$895K
|
–
|
–
|
–
|
|
|
420
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$894K
|
-$150K
|
-732
|
-13%
|
|
|
421
|
Silver Oak Advisory Group
Portland,
Oregon
|
$893K
|
–
|
–
|
–
|
|
|
422
|
SVB Wealth
Boston,
Massachusetts
|
$877K
|
-$19.3K
|
-94
|
-2%
|
|
|
423
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$877K
|
–
|
–
|
–
|
|
|
424
|
Efficient Advisors
Mason,
Ohio
|
$864K
|
-$10.7K
|
-52
|
-1%
|
|
|
425
|
Global Retirement Partners
San Rafael,
California
|
$862K
|
+$769K
|
+3,745
|
+355%
|
|
