|
451
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
452
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$1.27M
|
+$68.8K
|
+1,395
|
+6%
|
|
|
453
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.26M
|
-$417K
|
-8,462
|
-25%
|
|
|
454
|
Fidelity Investments
Boston,
Massachusetts
|
$1.25M
|
-$623K
|
-12,631
|
-33%
|
|
|
455
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$1.25M
|
+$146K
|
+2,969
|
+13%
|
|
|
456
|
Bank of Marin
Novato,
California
|
$1.24M
|
-$8.73K
|
-177
|
-0.7%
|
|
|
457
|
Millennium Management
New York
|
$1.24M
|
-$71.6K
|
-1,452
|
-5%
|
|
|
458
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.23M
|
+$137K
|
+2,783
|
+13%
|
|
|
459
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$1.22M
|
+$171K
|
+3,468
|
+16%
|
|
|
460
|
Founders Financial Securities
Towson,
Maryland
|
$1.22M
|
-$5.82M
|
-118,095
|
-83%
|
|
|
461
|
Syon Capital
San Francisco,
California
|
$1.2M
|
+$251K
|
+5,099
|
+26%
|
|
|
462
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.2M
|
-$81.1K
|
-1,645
|
-6%
|
|
|
463
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$1.2M
|
+$29.9K
|
+607
|
+3%
|
|
|
464
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.19M
|
+$557K
|
+11,298
|
+88%
|
|
|
465
|
Defined Wealth Management
Beaverton,
Oregon
|
$1.18M
|
-$16.6K
|
-336
|
-1%
|
|
|
466
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.18M
|
+$563K
|
+11,418
|
+92%
|
|
|
467
|
Carter Financial Group
Barrington,
Illinois
|
$1.17M
|
-$8.19K
|
-166
|
-0.7%
|
|
|
468
|
Continental Investors Services
Longview,
Washington
|
$1.16M
|
-$2.17K
|
-44
|
-0.2%
|
|
|
469
|
Joel Isaacson & Co
New York
|
$1.15M
|
+$7.45K
|
+151
|
+0.7%
|
|
|
470
|
PFG Investments
Woodbury,
New York
|
$1.14M
|
+$220K
|
+4,455
|
+24%
|
|
|
471
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$1.13M
|
-$311K
|
-6,310
|
-22%
|
|
|
472
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.13M
|
-$39.2K
|
-795
|
-3%
|
|
|
473
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.13M
|
+$596K
|
+12,077
|
+112%
|
|
|
474
|
Uptown Financial Advisors
Dallas,
Texas
|
$1.13M
|
-$12.1K
|
-246
|
-1%
|
|
|
475
|
Inscription Capital
Houston,
Texas
|
$1.12M
|
+$455K
|
+9,220
|
+68%
|
|
