|
401
|
|
$1.01M
|
-$4.33M
|
-14,646
|
-81%
|
|
|
402
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$1M
|
–
|
–
|
–
|
|
|
403
|
Aspiriant LLC
Los Angeles,
California
|
$1M
|
+$4.14K
|
+14
|
+0.4%
|
|
|
404
|
Fidelis Capital Partners
Tampa,
Florida
|
$996K
|
+$452K
|
+1,528
|
+82%
|
|
|
405
|
WCM Investment Management
Laguna Beach,
California
|
$994K
|
+$1.02M
|
+3,446
|
New
|
|
|
406
|
Columbia Advisory Partners
Spokane,
Washington
|
$985K
|
-$3.37M
|
-11,398
|
-77%
|
|
|
407
|
Riversedge Advisors
Wilmington,
Delaware
|
$979K
|
+$3.55K
|
+12
|
+0.4%
|
|
|
408
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$978K
|
–
|
–
|
–
|
|
|
409
|
Brookstone Capital Management
Wheaton,
Illinois
|
$978K
|
+$231K
|
+781
|
+30%
|
|
|
410
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$973K
|
+$23.7K
|
+80
|
+2%
|
|
|
411
|
Disciplined Investments
Tulsa,
Oklahoma
|
$973K
|
-$9.17K
|
-31
|
-0.9%
|
|
|
412
|
Cadence Bank
Tupelo,
Mississippi
|
$971K
|
-$6.21K
|
-21
|
-0.6%
|
|
|
413
|
GW&K Investment Management
Boston,
Massachusetts
|
$965K
|
+$822K
|
+2,780
|
+484%
|
|
|
414
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$962K
|
-$14.8K
|
-50
|
-1%
|
|
|
415
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$961K
|
+$124K
|
+420
|
+14%
|
|
|
416
|
Allspring Global Investments
Charlotte,
North Carolina
|
$958K
|
–
|
–
|
–
|
|
|
417
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$956K
|
+$29.3K
|
+99
|
+3%
|
|
|
418
|
Prosperity Planning
Kansas City,
Missouri
|
$947K
|
-$60.9K
|
-206
|
-6%
|
|
|
419
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$945K
|
-$13.9K
|
-47
|
-1%
|
|
|
420
|
F/M Investments
Washington,
District of Columbia
|
$937K
|
+$963K
|
+3,254
|
New
|
|
|
421
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$932K
|
+$82.2K
|
+278
|
+9%
|
|
|
422
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$926K
|
–
|
–
|
–
|
|
|
423
|
Perigon Wealth Management
San Francisco,
California
|
$919K
|
+$12.1K
|
+41
|
+1%
|
|
|
424
|
Wealth Alliance
Mellville,
New York
|
$918K
|
+$943K
|
+3,189
|
New
|
|
|
425
|
|
$915K
|
+$512K
|
+1,730
|
+119%
|
|
