|
401
|
Trademark Financial Management
Bloomington,
Minnesota
|
$709K
|
-$125K
|
-1,237
|
-15%
|
|
|
402
|
United Advisor Group
Cincinnati,
Ohio
|
$706K
|
-$32.6K
|
-322
|
-5%
|
|
|
403
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$704K
|
-$24.9K
|
-246
|
-4%
|
|
|
404
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$694K
|
+$99.2K
|
+981
|
+17%
|
|
|
405
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$687K
|
-$212K
|
-2,095
|
-24%
|
|
|
406
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$687K
|
-$28.5K
|
-282
|
-4%
|
|
|
407
|
Indivisible Partners
Clearwater,
Florida
|
$686K
|
–
|
–
|
–
|
|
|
408
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$681K
|
-$708
|
-7
|
-0.1%
|
|
|
409
|
Autumn Glory Partners
Dallas,
Texas
|
$680K
|
–
|
–
|
–
|
|
|
410
|
|
$679K
|
+$105K
|
+1,042
|
+19%
|
|
|
411
|
LexAurum Advisors
Overland Park,
Kansas
|
$674K
|
-$1.21M
|
-12,013
|
-65%
|
|
|
412
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$673K
|
+$256K
|
+2,535
|
+64%
|
|
|
413
|
Strategic Wealth Partners
Independence,
Ohio
|
$672K
|
–
|
–
|
–
|
|
|
414
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$671K
|
-$125K
|
-1,236
|
-16%
|
|
|
415
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$666K
|
-$50.1K
|
-496
|
-7%
|
|
|
416
|
Moors & Cabot
Boston,
Massachusetts
|
$666K
|
+$18.6K
|
+184
|
+3%
|
|
|
417
|
Merit Financial Group
Alpharetta,
Georgia
|
$657K
|
-$42.5K
|
-420
|
-6%
|
|
|
418
|
ProVise Management Group
Clearwater,
Florida
|
$653K
|
-$10.1K
|
-100
|
-2%
|
|
|
419
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$650K
|
–
|
–
|
–
|
|
|
420
|
Van Den Berg Management I
Austin,
Texas
|
$643K
|
-$45.3K
|
-448
|
-7%
|
|
|
421
|
Calton & Associates
Tampa,
Florida
|
$632K
|
+$80.4K
|
+795
|
+15%
|
|
|
422
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$626K
|
-$72.3K
|
-715
|
-11%
|
|
|
423
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$626K
|
-$395K
|
-3,912
|
-39%
|
|
|
424
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$624K
|
+$34.3K
|
+339
|
+6%
|
|
|
425
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$624K
|
-$160K
|
-1,584
|
-21%
|
|
