|
401
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$805K
|
–
|
–
|
–
|
|
|
402
|
Arete Wealth Advisors
Chicago,
Illinois
|
$805K
|
+$800K
|
+31,577
|
New
|
|
|
403
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$798K
|
+$1.52K
|
+60
|
+0.2%
|
|
|
404
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$795K
|
–
|
–
|
–
|
|
|
405
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$791K
|
+$1.9K
|
+75
|
+0.2%
|
|
|
406
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$781K
|
-$54.5K
|
-2,150
|
-7%
|
|
|
407
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$781K
|
–
|
–
|
–
|
|
|
408
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$772K
|
+$557K
|
+22,006
|
+265%
|
|
|
409
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$770K
|
–
|
–
|
–
|
|
|
410
|
City State Bank
Norwalk,
Iowa
|
$764K
|
+$86.9K
|
+3,430
|
+13%
|
|
|
411
|
ERn Financial LLC
Middleton,
Wisconsin
|
$759K
|
-$75K
|
-2,961
|
-9%
|
|
|
412
|
WR Wealth Planners
Columbia,
Missouri
|
$746K
|
-$4.85M
|
-191,498
|
-87%
|
|
|
413
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$728K
|
+$91K
|
+3,592
|
+14%
|
|
|
414
|
Perennial Investment Advisors
Los Angeles,
California
|
$723K
|
-$5.04K
|
-199
|
-0.7%
|
|
|
415
|
Hutchinson Capital Management
San Rafael,
California
|
$723K
|
+$271K
|
+10,692
|
+61%
|
|
|
416
|
Security Financial Services
Fort Wayne,
Indiana
|
$722K
|
-$562K
|
-22,174
|
-44%
|
|
|
417
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$722K
|
+$130K
|
+5,150
|
+22%
|
|
|
418
|
Monterey Private Wealth
Monterey,
California
|
$719K
|
-$9.04K
|
-357
|
-1%
|
|
|
419
|
Evoke Wealth
Los Angeles,
California
|
$711K
|
-$20K
|
-790
|
-3%
|
|
|
420
|
NorthRock Partners
Minneapolis,
Minnesota
|
$710K
|
–
|
–
|
–
|
|
|
421
|
Better Money Decisions
Santa Fe,
New Mexico
|
$708K
|
+$1.52K
|
+60
|
+0.2%
|
|
|
422
|
Quantum Financial Advisors
El Segundo,
California
|
$708K
|
–
|
–
|
–
|
|
|
423
|
National Wealth Management Group
Cincinnati,
Ohio
|
$697K
|
+$405
|
+16
|
+0.1%
|
|
|
424
|
HUB Investment Partners
Austin,
Texas
|
$694K
|
-$10K
|
-395
|
-1%
|
|
|
425
|
TFB Advisors
Overland Park,
Kansas
|
$694K
|
-$146K
|
-5,782
|
-18%
|
|
