|
401
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$503K
|
-$6.2K
|
-169
|
-1%
|
|
|
402
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$503K
|
-$6.2K
|
-169
|
-1%
|
|
|
403
|
Zhang Financial
Portage,
Michigan
|
$501K
|
+$3.56K
|
+97
|
+0.7%
|
|
|
404
|
Trademark Financial Management
Bloomington,
Minnesota
|
$500K
|
-$918K
|
-25,021
|
-64%
|
|
|
405
|
RAM Investment Partners
Bellevue,
Washington
|
$491K
|
+$58.7K
|
+1,600
|
+13%
|
|
|
406
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$490K
|
–
|
–
|
–
|
|
|
407
|
Formidable Asset Management
Cincinnati,
Ohio
|
$485K
|
+$501K
|
+13,664
|
New
|
|
|
408
|
KeyBank National Association
Cleveland,
Ohio
|
$484K
|
–
|
–
|
–
|
|
|
409
|
Vision Capital Management
Portland,
Oregon
|
$469K
|
–
|
–
|
–
|
|
|
410
|
Evoke Wealth
Los Angeles,
California
|
$468K
|
+$1.06K
|
+29
|
+0.2%
|
|
|
411
|
Blume Capital Management
Berkeley,
California
|
$467K
|
-$36.7K
|
-1,000
|
-7%
|
|
|
412
|
Tarbox Family Office
Newport Beach,
California
|
$459K
|
–
|
–
|
–
|
|
|
413
|
|
$451K
|
+$467K
|
+12,725
|
New
|
|
|
414
|
Heritage Financial Services
Westwood,
Massachusetts
|
$449K
|
–
|
–
|
–
|
|
|
415
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$440K
|
+$82.4K
|
+2,248
|
+22%
|
|
|
416
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$436K
|
+$449K
|
+12,240
|
New
|
|
|
417
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$435K
|
–
|
–
|
–
|
|
|
418
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$432K
|
+$447K
|
+12,180
|
New
|
|
|
419
|
Hemington Wealth Management
Falls Church,
Virginia
|
$432K
|
–
|
–
|
–
|
|
|
420
|
Five Oceans Advisors
Santa Monica,
California
|
$429K
|
+$8.25K
|
+225
|
+2%
|
|
|
421
|
First National Corp
Rockland,
Massachusetts
|
$427K
|
–
|
–
|
–
|
|
|
422
|
Unison Advisors
Washington,
District of Columbia
|
$420K
|
-$7.59K
|
-207
|
-2%
|
|
|
423
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$419K
|
–
|
–
|
–
|
|
|
424
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$416K
|
–
|
–
|
–
|
|
|
425
|
Brighton Jones LLC
Seattle,
Washington
|
$411K
|
+$3.85K
|
+105
|
+0.9%
|
|
