|
401
|
Naples Global Advisors
Naples,
Florida
|
$1.03M
|
+$14.5K
|
+226
|
+1%
|
|
|
402
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.02M
|
+$6.24K
|
+97
|
+0.6%
|
|
|
403
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.02M
|
-$23.7K
|
-369
|
-2%
|
|
|
404
|
Montag & Associates
Atlanta,
Georgia
|
$1.01M
|
–
|
–
|
–
|
|
|
405
|
Financial Insights
Tacoma,
Washington
|
$986K
|
-$3.86K
|
-60
|
-0.4%
|
|
|
406
|
Ameriprise
Minneapolis,
Minnesota
|
$985K
|
+$86.4K
|
+1,343
|
+9%
|
|
|
407
|
Prospect Financial Group
Arlington,
Virginia
|
$983K
|
-$43.5K
|
-676
|
-4%
|
|
|
408
|
Concurrent Investment Advisors
Tampa,
Florida
|
$979K
|
+$660K
|
+10,260
|
+168%
|
|
|
409
|
Samalin Investment Counsel
Chappaqua,
New York
|
$972K
|
+$199K
|
+3,096
|
+24%
|
|
|
410
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$970K
|
-$48.4K
|
-753
|
-4%
|
|
|
411
|
Kendall Capital Management
Rockville,
Maryland
|
$959K
|
+$1.03M
|
+16,050
|
New
|
|
|
412
|
Michael A Dubis Financial Planning
Middleton,
Wisconsin
|
$958K
|
–
|
–
|
–
|
|
|
413
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$957K
|
+$124K
|
+1,927
|
+14%
|
|
|
414
|
Asset Dedication LLC
San Francisco,
California
|
$956K
|
-$192K
|
-2,989
|
-16%
|
|
|
415
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$951K
|
+$512K
|
+7,954
|
+100%
|
|
|
416
|
Kestra Investment Management
Austin,
Texas
|
$933K
|
+$753K
|
+11,716
|
+300%
|
|
|
417
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$931K
|
+$1M
|
+15,585
|
New
|
|
|
418
|
Prospera Financial Services
Dallas,
Texas
|
$920K
|
–
|
–
|
–
|
|
|
419
|
Verus Wealth Management
De Pere,
Wisconsin
|
$913K
|
-$643
|
-10
|
-0.1%
|
|
|
420
|
Summit Trail Advisors
New York
|
$901K
|
–
|
–
|
–
|
|
|
421
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$901K
|
+$614K
|
+9,552
|
+173%
|
|
|
422
|
CWA Asset Management Group
Naples,
Florida
|
$890K
|
+$303K
|
+4,714
|
+46%
|
|
|
423
|
Smith, Moore & Co
Clayton,
Missouri
|
$890K
|
+$42.9K
|
+667
|
+5%
|
|
|
424
|
Intelligence Driven Advisers
Carlsbad,
California
|
$852K
|
+$917K
|
+14,254
|
New
|
|
|
425
|
US Bancorp
Minneapolis,
Minnesota
|
$842K
|
-$28.5K
|
-443
|
-3%
|
|
