|
401
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
402
|
GTS Securities
Miami,
Florida
|
$401K
|
+$386K
|
+12,628
|
New
|
|
|
403
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$400K
|
+$105K
|
+3,439
|
+38%
|
|
|
404
|
Univest Financial
Souderton,
Pennsylvania
|
$400K
|
+$385K
|
+12,578
|
New
|
|
|
405
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$369K
|
+$1.5K
|
+49
|
+0.4%
|
|
|
406
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$368K
|
-$440K
|
-14,380
|
-54%
|
|
|
407
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$368K
|
+$1.07K
|
+35
|
+0.3%
|
|
|
408
|
Cypress Wealth Services
Palm Desert,
California
|
$368K
|
-$72.3K
|
-2,361
|
-17%
|
|
|
409
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$366K
|
+$352K
|
+11,504
|
New
|
|
|
410
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$357K
|
–
|
–
|
–
|
|
|
411
|
Comerica Bank
Dallas,
Texas
|
$357K
|
-$4.41K
|
-144
|
-1%
|
|
|
412
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$356K
|
–
|
–
|
–
|
|
|
413
|
Well Done LLC
Holland,
Michigan
|
$356K
|
-$704
|
-23
|
-0.2%
|
|
|
414
|
Eastover Investment Advisors
Charlotte,
North Carolina
|
$351K
|
–
|
–
|
–
|
|
|
415
|
Team Hewins
Redwood City,
California
|
$339K
|
+$326K
|
+10,665
|
New
|
|
|
416
|
Montis Financial
Waltham,
Massachusetts
|
$336K
|
+$7.83K
|
+256
|
+2%
|
|
|
417
|
Clear Investment Research
Alpharetta,
Georgia
|
$335K
|
+$19.5K
|
+636
|
+6%
|
|
|
418
|
Burney Company
Reston,
Virginia
|
$333K
|
-$7.25K
|
-237
|
-2%
|
|
|
419
|
Concord Wealth Partners
Abingdon,
Virginia
|
$333K
|
+$765
|
+25
|
+0.2%
|
|
|
420
|
Silver Oak Securities
Jackson,
Tennessee
|
$331K
|
+$318K
|
+10,391
|
New
|
|
|
421
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$331K
|
–
|
–
|
–
|
|
|
422
|
Atomi Financial Group
New York
|
$327K
|
-$23.1K
|
-755
|
-7%
|
|
|
423
|
RS Crum Inc
Newport Beach,
California
|
$321K
|
+$35K
|
+1,145
|
+13%
|
|
|
424
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$315K
|
-$30.3K
|
-990
|
-9%
|
|
|
425
|
Black Point Wealth Management
Naples,
Florida
|
$306K
|
+$735
|
+24
|
+0.2%
|
|
