|
451
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$1.94M
|
+$1.94M
|
+23,356
|
New
|
|
|
452
|
Minot Wealth Management
Westwood,
Massachusetts
|
$1.91M
|
-$471K
|
-5,685
|
-20%
|
|
|
453
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$1.89M
|
+$56.3K
|
+680
|
+3%
|
|
|
454
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.88M
|
+$19.3K
|
+233
|
+1%
|
|
|
455
|
Continuum Advisory
Eagle,
Idaho
|
$1.84M
|
+$721K
|
+8,706
|
+64%
|
|
|
456
|
Avantax Advisory Services
Dallas,
Texas
|
$1.82M
|
-$5.46M
|
-65,905
|
-75%
|
|
|
457
|
BOK Financial
Tulsa,
Oklahoma
|
$1.82M
|
+$227K
|
+2,738
|
+14%
|
|
|
458
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.81M
|
+$73.2K
|
+884
|
+4%
|
|
|
459
|
Principal Financial Group
Des Moines,
Iowa
|
$1.8M
|
+$290K
|
+3,504
|
+19%
|
|
|
460
|
Webster Bank
Waterbury,
Connecticut
|
$1.78M
|
-$38.2K
|
-461
|
-2%
|
|
|
461
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.78M
|
+$328K
|
+3,964
|
+23%
|
|
|
462
|
Mattern Capital Management
Lakewood,
Colorado
|
$1.78M
|
+$1.77M
|
+21,418
|
New
|
|
|
463
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.77M
|
+$2.65K
|
+32
|
+0.1%
|
|
|
464
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.75M
|
+$285K
|
+3,436
|
+19%
|
|
|
465
|
FDx Advisors
Chicago,
Illinois
|
$1.75M
|
+$278K
|
+3,360
|
+19%
|
|
|
466
|
Intellectus Partners
San Francisco,
California
|
$1.74M
|
-$187K
|
-2,256
|
-10%
|
|
|
467
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.68M
|
+$131K
|
+1,578
|
+8%
|
|
|
468
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$1.66M
|
-$434K
|
-5,241
|
-21%
|
|
|
469
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$1.66M
|
-$41.4K
|
-500
|
-2%
|
|
|
470
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.65M
|
+$476K
|
+5,740
|
+40%
|
|
|
471
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.65M
|
+$67.3K
|
+812
|
+4%
|
|
|
472
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.62M
|
-$69.5K
|
-839
|
-4%
|
|
|
473
|
Alpha Cubed Investments
Irvine,
California
|
$1.61M
|
+$325K
|
+3,922
|
+25%
|
|
|
474
|
LifeSteps Financial
Claremont,
California
|
$1.6M
|
-$58.4K
|
-705
|
-4%
|
|
|
475
|
Latitude Advisors
Vero Beach,
Florida
|
$1.59M
|
+$1.59M
|
+19,205
|
New
|
|
