|
401
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$592K
|
–
|
–
|
–
|
|
|
402
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$589K
|
+$282
|
+6
|
+0%
|
|
|
403
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$589K
|
-$84.9K
|
-1,806
|
-12%
|
|
|
404
|
|
$588K
|
-$44.7K
|
-950
|
-7%
|
|
|
405
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$580K
|
-$15.5K
|
-330
|
-3%
|
|
|
406
|
Clearstead Advisors
Cleveland,
Ohio
|
$578K
|
+$603K
|
+12,814
|
New
|
|
|
407
|
Quadcap Wealth Management
Frisco,
Texas
|
$572K
|
-$129K
|
-2,734
|
-18%
|
|
|
408
|
Quantinno Capital Management
New York
|
$569K
|
+$106K
|
+2,255
|
+22%
|
|
|
409
|
Financial Harvest
Winter Park,
Florida
|
$567K
|
+$47
|
+1
|
+0%
|
|
|
410
|
Mather Group
Chicago,
Illinois
|
$561K
|
–
|
–
|
–
|
|
|
411
|
Cypress Wealth Services
Palm Desert,
California
|
$556K
|
+$376
|
+8
|
+0.1%
|
|
|
412
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$554K
|
-$87.6K
|
-1,863
|
-13%
|
|
|
413
|
Wells Fargo
San Francisco,
California
|
$550K
|
-$141K
|
-3,005
|
-20%
|
|
|
414
|
Annandale Capital
Dallas,
Texas
|
$538K
|
–
|
–
|
–
|
|
|
415
|
Triune Financial Partners
Overland Park,
Kansas
|
$524K
|
–
|
–
|
–
|
|
|
416
|
Kestra Private Wealth Services
Austin,
Texas
|
$516K
|
-$30.1K
|
-641
|
-5%
|
|
|
417
|
Private Trust Company
Cleveland,
Ohio
|
$514K
|
–
|
–
|
–
|
|
|
418
|
Facet Wealth Inc
Baltimore,
Maryland
|
$510K
|
+$143K
|
+3,042
|
+37%
|
|
|
419
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$506K
|
–
|
–
|
–
|
|
|
420
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$505K
|
–
|
–
|
–
|
|
|
421
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$496K
|
-$21.1K
|
-449
|
-4%
|
|
|
422
|
Dixon Fnancial Services
Lafayette,
California
|
$488K
|
+$20.3K
|
+432
|
+4%
|
|
|
423
|
Bayshore Asset Management
Coral Gables,
Florida
|
$486K
|
+$282
|
+6
|
+0.1%
|
|
|
424
|
May Hill Capital
Cohasset,
Massachusetts
|
$486K
|
+$506K
|
+10,771
|
New
|
|
|
425
|
Patten & Patten
Chattanooga,
Tennessee
|
$485K
|
-$14.5K
|
-308
|
-3%
|
|
