|
401
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$251K
|
+$250K
|
+4,070
|
New
|
|
|
402
|
Peterson Wealth Advisors
Orem,
Utah
|
$248K
|
+$16.5K
|
+269
|
+7%
|
|
|
403
|
Grimes & Company
Westborough,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
404
|
Alpha Cubed Investments
Irvine,
California
|
$245K
|
-$20.9K
|
-340
|
-7%
|
|
|
405
|
Simplex Trading
Chicago,
Illinois
|
$245K
|
+$265K
|
+4,318
|
New
|
|
|
406
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$243K
|
-$122K
|
-1,990
|
-32%
|
|
|
407
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$231K
|
–
|
–
|
–
|
|
|
408
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$230K
|
–
|
–
|
–
|
|
|
409
|
WealthPLAN Partners
Omaha,
Nebraska
|
$227K
|
-$4.79K
|
-78
|
-2%
|
|
|
410
|
M Holdings Securities
Portland,
Oregon
|
$226K
|
-$676
|
-11
|
-0.3%
|
|
|
411
|
Hancock Whitney
Gulfport,
Mississippi
|
$224K
|
+$243K
|
+3,954
|
New
|
|
|
412
|
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
$220K
|
+$238K
|
+3,867
|
New
|
|
|
413
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$216K
|
+$234K
|
+3,805
|
New
|
|
|
414
|
Raymond James Trust
St. Petersburg,
Florida
|
$216K
|
+$234K
|
+3,813
|
New
|
|
|
415
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$215K
|
+$232K
|
+3,780
|
New
|
|
|
416
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$213K
|
–
|
–
|
–
|
|
|
417
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$209K
|
–
|
–
|
–
|
|
|
418
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$209K
|
+$5.65K
|
+92
|
+3%
|
|
|
419
|
|
$207K
|
-$38.8K
|
-632
|
-15%
|
|
|
420
|
Keel Point
Huntsville,
Alabama
|
$207K
|
–
|
–
|
–
|
|
|
421
|
West Branch Capital
Amherst,
Massachusetts
|
$206K
|
-$47.6K
|
-775
|
-18%
|
|
|
422
|
Tradewinds Capital Management
Bellingham,
Washington
|
$201K
|
–
|
–
|
–
|
|
|
423
|
Cresset Asset Management
Chicago,
Illinois
|
$201K
|
+$217K
|
+3,537
|
New
|
|
|
424
|
Fisher Asset Management
Camas,
Washington
|
$201K
|
+$218K
|
+3,549
|
New
|
|
|
425
|
Bessemer Group
Woodbridge,
New Jersey
|
$199K
|
+$215K
|
+3,500
|
New
|
|
