|
401
|
ProVise Management Group
Clearwater,
Florida
|
$1M
|
-$36.3K
|
-1,331
|
-3%
|
|
|
402
|
Brewster Financial Planning
Brooklyn,
New York
|
$997K
|
–
|
–
|
–
|
|
|
403
|
Wedbush Securities
Los Angeles,
California
|
$995K
|
-$223K
|
-8,153
|
-18%
|
|
|
404
|
LAM Group
Lake Oswego,
Oregon
|
$992K
|
–
|
–
|
–
|
|
|
405
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$972K
|
–
|
–
|
–
|
|
|
406
|
Brookstone Capital Management
Wheaton,
Illinois
|
$936K
|
+$44.6K
|
+1,635
|
+5%
|
|
|
407
|
Evergreen Capital Management
Bellevue,
Washington
|
$924K
|
–
|
–
|
–
|
|
|
408
|
Clark Asset Management
Stratham,
New Hampshire
|
$916K
|
+$3.49K
|
+128
|
+0.4%
|
|
|
409
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$910K
|
+$479K
|
+17,565
|
+102%
|
|
|
410
|
City State Bank
Norwalk,
Iowa
|
$904K
|
+$130K
|
+4,750
|
+16%
|
|
|
411
|
DFPG Investments
Sandy,
Utah
|
$883K
|
-$49.3K
|
-1,805
|
-5%
|
|
|
412
|
Symphony Financial
Houston,
Texas
|
$878K
|
+$3K
|
+110
|
+0.3%
|
|
|
413
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$873K
|
+$909K
|
+33,302
|
New
|
|
|
414
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$849K
|
–
|
–
|
–
|
|
|
415
|
Collective Family Office
York,
Pennsylvania
|
$846K
|
-$7.12K
|
-261
|
-0.8%
|
|
|
416
|
Rise Advisors
Rochester,
New York
|
$839K
|
+$3.17K
|
+116
|
+0.4%
|
|
|
417
|
Tranquility Partners
Brentwood,
Tennessee
|
$838K
|
–
|
–
|
–
|
|
|
418
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$828K
|
+$27
|
+1
|
+0%
|
|
|
419
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$825K
|
+$1.64K
|
+60
|
+0.2%
|
|
|
420
|
CreativeOne Wealth
Overland Park,
Kansas
|
$822K
|
-$2.32M
|
-84,942
|
-73%
|
|
|
421
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$819K
|
+$3.11K
|
+114
|
+0.4%
|
|
|
422
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$818K
|
–
|
–
|
–
|
|
|
423
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$809K
|
+$3.06K
|
+112
|
+0.4%
|
|
|
424
|
ERn Financial LLC
Middleton,
Wisconsin
|
$806K
|
–
|
–
|
–
|
|
|
425
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$793K
|
-$10.1K
|
-369
|
-1%
|
|
