|
401
|
Compass Financial Management
Tampa,
Florida
|
$791K
|
+$768K
|
+25,436
|
New
|
|
|
402
|
Sand Hill Global Advisors
Palo Alto,
California
|
$789K
|
–
|
–
|
–
|
|
|
403
|
Essential Investment Partners
Englewood,
Colorado
|
$787K
|
+$70.9K
|
+2,350
|
+10%
|
|
|
404
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$787K
|
–
|
–
|
–
|
|
|
405
|
Midwest Trust
Overland Park,
Kansas
|
$787K
|
+$202K
|
+6,691
|
+36%
|
|
|
406
|
Howe & Rusling
Rochester,
New York
|
$774K
|
–
|
–
|
–
|
|
|
407
|
Builder Investment Group
Atlanta,
Georgia
|
$773K
|
-$3.11K
|
-103
|
-0.4%
|
|
|
408
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$768K
|
+$168K
|
+5,582
|
+29%
|
|
|
409
|
Arete Wealth Advisors
Chicago,
Illinois
|
$768K
|
+$24.7K
|
+820
|
+3%
|
|
|
410
|
Parallel Advisors
San Francisco,
California
|
$755K
|
+$107K
|
+3,552
|
+17%
|
|
|
411
|
Rockefeller Capital Management
New York
|
$743K
|
-$19.1K
|
-632
|
-3%
|
|
|
412
|
Peregrine Asset Advisers
Portland,
Oregon
|
$741K
|
+$719K
|
+23,829
|
New
|
|
|
413
|
Stonebridge Financial Group
San Rafael,
California
|
$741K
|
+$719K
|
+23,831
|
New
|
|
|
414
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$740K
|
–
|
–
|
–
|
|
|
415
|
Lafayette Investments
Ashton,
Maryland
|
$736K
|
-$2.17K
|
-72
|
-0.3%
|
|
|
416
|
Global Assets Advisory
Orlando,
Florida
|
$736K
|
+$712K
|
+23,609
|
New
|
|
|
417
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$733K
|
+$94.2K
|
+3,121
|
+15%
|
|
|
418
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$719K
|
+$66.5K
|
+2,205
|
+11%
|
|
|
419
|
WealthPLAN Partners
Omaha,
Nebraska
|
$712K
|
+$74.5K
|
+2,470
|
+12%
|
|
|
420
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$712K
|
-$46.7K
|
-1,548
|
-6%
|
|
|
421
|
Plan A Wealth
Lincoln,
Nebraska
|
$708K
|
+$10.9K
|
+361
|
+2%
|
|
|
422
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$687K
|
–
|
–
|
–
|
|
|
423
|
Tenon Financial
Metuchen,
New Jersey
|
$686K
|
+$665K
|
+22,050
|
New
|
|
|
424
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$683K
|
+$17.4K
|
+576
|
+3%
|
|
|
425
|
Chilton Capital Management
Houston,
Texas
|
$675K
|
-$45.7K
|
-1,513
|
-7%
|
|
