|
401
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$480K
|
+$769
|
+8
|
+0.2%
|
|
|
402
|
BTC Capital Management
Des Moines,
Iowa
|
$476K
|
–
|
–
|
–
|
|
|
403
|
Verus Capital Partners
Scottsdale,
Arizona
|
$470K
|
+$25.4K
|
+264
|
+5%
|
|
|
404
|
Dynamic Financial Group
Cedar Falls,
Iowa
|
$469K
|
+$487K
|
+5,061
|
New
|
|
|
405
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$468K
|
-$342K
|
-3,560
|
-41%
|
|
|
406
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$466K
|
+$109K
|
+1,131
|
+29%
|
|
|
407
|
Empirical Wealth Management
Seattle,
Washington
|
$464K
|
–
|
–
|
–
|
|
|
408
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$463K
|
-$2.88K
|
-30
|
-0.6%
|
|
|
409
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$454K
|
-$27.9K
|
-290
|
-6%
|
|
|
410
|
Tompkins Financial
Ithaca,
New York
|
$452K
|
–
|
–
|
–
|
|
|
411
|
Mission Wealth Management
Santa Barbara,
California
|
$445K
|
+$75.6K
|
+786
|
+20%
|
|
|
412
|
Becker Capital Management
Portland,
Oregon
|
$443K
|
–
|
–
|
–
|
|
|
413
|
SOL Capital Management
Rockville,
Maryland
|
$440K
|
–
|
–
|
–
|
|
|
414
|
BIP Wealth
Atlanta,
Georgia
|
$439K
|
+$34.1K
|
+355
|
+8%
|
|
|
415
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$438K
|
–
|
–
|
–
|
|
|
416
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$435K
|
+$769
|
+8
|
+0.2%
|
|
|
417
|
SYM Financial Corp
Winona Lake,
Indiana
|
$434K
|
–
|
–
|
–
|
|
|
418
|
Choate Investment Advisors
Boston,
Massachusetts
|
$434K
|
–
|
–
|
–
|
|
|
419
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$431K
|
-$1.92K
|
-20
|
-0.4%
|
|
|
420
|
|
$429K
|
+$2.31K
|
+24
|
+0.5%
|
|
|
421
|
Burk Holdings
Tulsa,
Oklahoma
|
$428K
|
+$444K
|
+4,621
|
New
|
|
|
422
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$427K
|
+$444K
|
+4,616
|
New
|
|
|
423
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$427K
|
–
|
–
|
–
|
|
|
424
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$427K
|
-$22.8K
|
-237
|
-5%
|
|
|
425
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$427K
|
+$264K
|
+2,740
|
+148%
|
|
