|
401
|
Sapience Investments
Newport Beach,
California
|
$271K
|
+$241K
|
+1,644
|
New
|
|
|
402
|
|
$271K
|
-$53.3K
|
-363
|
-18%
|
|
|
403
|
Axxcess Wealth Management
Carlsbad,
California
|
$268K
|
+$239K
|
+1,627
|
New
|
|
|
404
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$265K
|
+$239K
|
+1,627
|
New
|
|
|
405
|
360 Financial
Wayzata,
Minnesota
|
$263K
|
–
|
–
|
–
|
|
|
406
|
Evercore Wealth Management
New York
|
$263K
|
–
|
–
|
–
|
|
|
407
|
Goelzer Investment Management
Carmel,
Indiana
|
$263K
|
-$29.4K
|
-200
|
-11%
|
|
|
408
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$260K
|
+$232K
|
+1,581
|
New
|
|
|
409
|
IFP Advisors
Tampa,
Florida
|
$258K
|
+$9.25K
|
+63
|
+5%
|
|
|
410
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$257K
|
+$229K
|
+1,562
|
New
|
|
|
411
|
AE Wealth Management
Topeka,
Kansas
|
$246K
|
-$11.8K
|
-80
|
-5%
|
|
|
412
|
Shelton Capital Management
Denver,
Colorado
|
$245K
|
-$7.64K
|
-52
|
-3%
|
|
|
413
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$245K
|
+$588
|
+4
|
+0.3%
|
|
|
414
|
Investors Research Corp
Atlanta,
Georgia
|
$243K
|
–
|
–
|
–
|
|
|
415
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$234K
|
-$7.2K
|
-49
|
-3%
|
|
|
416
|
|
$232K
|
-$13.7K
|
-93
|
-6%
|
|
|
417
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$229K
|
+$176K
|
+1,199
|
New
|
|
|
418
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$223K
|
+$199K
|
+1,356
|
New
|
|
|
419
|
Optimize Financial
Laguna Hills,
California
|
$220K
|
+$197K
|
+1,339
|
New
|
|
|
420
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$218K
|
-$89.3K
|
-608
|
-31%
|
|
|
421
|
Callan Family Office
Radnor,
Pennsylvania
|
$217K
|
+$194K
|
+1,320
|
New
|
|
|
422
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$212K
|
+$72.6K
|
+494
|
+62%
|
|
|
423
|
American Century Companies
Kansas City,
Missouri
|
$210K
|
-$127K
|
-865
|
-40%
|
|
|
424
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$210K
|
+$187K
|
+1,274
|
New
|
|
|
425
|
Enclave Advisors
Austin,
Texas
|
$205K
|
+$183K
|
+1,248
|
New
|
|
