|
401
|
Cascadia Advisory Services
Portland,
Oregon
|
$635K
|
+$21.3K
|
+425
|
+3%
|
|
|
402
|
Summit X LLC
Chesterfield,
Missouri
|
$634K
|
+$226K
|
+4,500
|
+56%
|
|
|
403
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$628K
|
–
|
–
|
–
|
|
|
404
|
Demars Financial Group
Spokane Valley,
Washington
|
$620K
|
-$100K
|
-1,997
|
-14%
|
|
|
405
|
HeadInvest LLC
Portland,
Maine
|
$620K
|
-$13.7K
|
-274
|
-2%
|
|
|
406
|
Geneos Wealth Management
Englewood,
Colorado
|
$619K
|
-$441K
|
-8,793
|
-42%
|
|
|
407
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$617K
|
+$615K
|
+12,249
|
New
|
|
|
408
|
Pinnacle Wealth Advisors
Nashville,
Tennessee
|
$617K
|
+$615K
|
+12,249
|
New
|
|
|
409
|
Mattern Capital Management
Lakewood,
Colorado
|
$616K
|
-$386K
|
-7,684
|
-39%
|
|
|
410
|
Northern Trust
Chicago,
Illinois
|
$609K
|
+$38.5K
|
+768
|
+7%
|
|
|
411
|
EP Wealth Advisors
Torrance,
California
|
$609K
|
+$207K
|
+4,132
|
+52%
|
|
|
412
|
Legacy Wealth Planning
Reno,
Nevada
|
$602K
|
–
|
–
|
–
|
|
|
413
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$591K
|
+$50.5K
|
+1,007
|
+9%
|
|
|
414
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$587K
|
+$52.4K
|
+1,045
|
+10%
|
|
|
415
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$586K
|
-$2.48M
|
-49,406
|
-81%
|
|
|
416
|
YorkBridge Wealth Partners
New York
|
$586K
|
+$9.23K
|
+184
|
+2%
|
|
|
417
|
Brown Brothers Harriman & Co
New York
|
$584K
|
+$9.53K
|
+190
|
+2%
|
|
|
418
|
ARS Investment Partners
New York
|
$582K
|
+$580K
|
+11,557
|
New
|
|
|
419
|
Glassman Wealth Services
Vienna,
Virginia
|
$575K
|
-$85.8K
|
-1,710
|
-13%
|
|
|
420
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$554K
|
+$127K
|
+2,525
|
+30%
|
|
|
421
|
Optimum Investment Advisors
Chicago,
Illinois
|
$551K
|
+$74K
|
+1,475
|
+16%
|
|
|
422
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$549K
|
+$547K
|
+10,902
|
New
|
|
|
423
|
Baker Avenue Asset Management
San Francisco,
California
|
$538K
|
-$1.49M
|
-29,745
|
-74%
|
|
|
424
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$535K
|
-$32.7K
|
-651
|
-6%
|
|
|
425
|
Latitude Advisors
Vero Beach,
Florida
|
$532K
|
+$70.3K
|
+1,401
|
+15%
|
|
