|
401
|
Retirement Guys Formula
Maumee,
Ohio
|
$242K
|
-$900K
|
-10,869
|
-78%
|
|
|
402
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$241K
|
+$260K
|
+3,136
|
New
|
|
|
403
|
Family Office Research
Bethesda,
Maryland
|
$238K
|
–
|
–
|
–
|
|
|
404
|
Intrua Financial
Houston,
Texas
|
$235K
|
-$28K
|
-338
|
-10%
|
|
|
405
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$233K
|
-$206K
|
-2,483
|
-45%
|
|
|
406
|
Transcend Capital Advisors
Madison,
New Jersey
|
$233K
|
+$12.4K
|
+150
|
+5%
|
|
|
407
|
SFG Wealth Management
Towson,
Maryland
|
$232K
|
-$9.11K
|
-110
|
-4%
|
|
|
408
|
Insight Advisors
Newtown,
Pennsylvania
|
$231K
|
-$1.24K
|
-15
|
-0.5%
|
|
|
409
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$231K
|
–
|
–
|
–
|
|
|
410
|
Moody National Bank Trust Division
Galveston,
Texas
|
$231K
|
+$248K
|
+3,000
|
New
|
|
|
411
|
Klingenstein Fields & Co
New York
|
$229K
|
–
|
–
|
–
|
|
|
412
|
Fedenia Advisers
Madison,
Wisconsin
|
$226K
|
–
|
–
|
–
|
|
|
413
|
Diversified Management
Milwaukee,
Wisconsin
|
$226K
|
+$243K
|
+2,932
|
New
|
|
|
414
|
Financial Engines Advisors
Santa Clara,
California
|
$225K
|
+$12.4K
|
+150
|
+5%
|
|
|
415
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
416
|
Wealth Effects
Boston,
Massachusetts
|
$223K
|
-$137K
|
-1,650
|
-36%
|
|
|
417
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$222K
|
+$5.88K
|
+71
|
+3%
|
|
|
418
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$222K
|
+$40.2K
|
+485
|
+20%
|
|
|
419
|
J. Derek Lewis & Associates
Newport Beach,
California
|
$221K
|
+$238K
|
+2,877
|
New
|
|
|
420
|
Rothschild Investment LLC
Chicago,
Illinois
|
$218K
|
–
|
–
|
–
|
|
|
421
|
SageView Advisory Group
Newport Beach,
California
|
$216K
|
–
|
–
|
–
|
|
|
422
|
MONECO Advisors
Fairfield,
Connecticut
|
$216K
|
-$248
|
-3
|
-0.1%
|
|
|
423
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$216K
|
+$232K
|
+2,806
|
New
|
|
|
424
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$216K
|
+$7.21K
|
+87
|
+3%
|
|
|
425
|
Tocqueville Asset Management
New York
|
$215K
|
–
|
–
|
–
|
|
