|
401
|
Creative Planning
Overland Park,
Kansas
|
$468K
|
+$178K
|
+7,501
|
+58%
|
|
|
402
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$459K
|
-$38.5K
|
-1,625
|
-7%
|
|
|
403
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$459K
|
-$8.34K
|
-352
|
-2%
|
|
|
404
|
Renasant Bank
Tupelo,
Mississippi
|
$451K
|
+$469K
|
+19,815
|
New
|
|
|
405
|
Independent Wealth Network
Urbandale,
Iowa
|
$448K
|
+$134K
|
+5,664
|
+40%
|
|
|
406
|
Crewe Advisors
Salt Lake City,
Utah
|
$441K
|
–
|
–
|
–
|
|
|
407
|
EQ LLC
Bellevue,
Washington
|
$435K
|
+$138K
|
+5,830
|
+44%
|
|
|
408
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$425K
|
-$406K
|
-17,153
|
-48%
|
|
|
409
|
Financial Management Network
Mission Viejo,
California
|
$425K
|
+$51.8K
|
+2,186
|
+13%
|
|
|
410
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$413K
|
–
|
–
|
–
|
|
|
411
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$411K
|
+$190K
|
+8,000
|
+85%
|
|
|
412
|
CGN Advisors
Manhattan,
Kansas
|
$401K
|
+$417K
|
+17,603
|
New
|
|
|
413
|
Kestra Private Wealth Services
Austin,
Texas
|
$399K
|
+$33.5K
|
+1,416
|
+9%
|
|
|
414
|
HBW Advisory Services
Simi Valley,
California
|
$395K
|
+$57.6K
|
+2,433
|
+16%
|
|
|
415
|
Intrua Financial
Houston,
Texas
|
$389K
|
-$921K
|
-38,879
|
-69%
|
|
|
416
|
Financial Advocates Investment Management
Olympia,
Washington
|
$388K
|
-$1.96M
|
-82,854
|
-85%
|
|
|
417
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$376K
|
+$115K
|
+4,835
|
+41%
|
|
|
418
|
Delta Asset Management
Memphis,
Tennessee
|
$371K
|
–
|
–
|
–
|
|
|
419
|
Wealthfront Advisers
Palo Alto,
California
|
$363K
|
+$159K
|
+6,731
|
+73%
|
|
|
420
|
Financial Sense Advisors
San Diego,
California
|
$350K
|
+$364K
|
+15,365
|
New
|
|
|
421
|
FDx Advisors
Chicago,
Illinois
|
$349K
|
+$93.1K
|
+3,928
|
+34%
|
|
|
422
|
RhumbLine Advisers
Boston,
Massachusetts
|
$347K
|
–
|
–
|
–
|
|
|
423
|
|
$346K
|
–
|
–
|
–
|
|
|
424
|
Strategy Asset Managers
Pasadena,
California
|
$341K
|
+$355K
|
+14,996
|
New
|
|
|
425
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$340K
|
+$354K
|
+14,946
|
New
|
|
