|
401
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.53M
|
+$150K
|
+540
|
+12%
|
|
|
402
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.51M
|
+$11.7K
|
+42
|
+0.9%
|
|
|
403
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.51M
|
+$1.38M
|
+4,955
|
New
|
|
|
404
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.51M
|
+$13.9K
|
+50
|
+1%
|
|
|
405
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.49M
|
+$1.67K
|
+6
|
+0.1%
|
|
|
406
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.47M
|
-$37.3K
|
-134
|
-3%
|
|
|
407
|
Summit Wealth Partners
Orlando,
Florida
|
$1.47M
|
+$512K
|
+1,837
|
+62%
|
|
|
408
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.46M
|
+$134K
|
+481
|
+11%
|
|
|
409
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.46M
|
–
|
–
|
–
|
|
|
410
|
Strait & Sound Wealth Management
San Francisco,
California
|
$1.43M
|
+$119K
|
+426
|
+10%
|
|
|
411
|
Allen Investment Management
New York
|
$1.43M
|
–
|
–
|
–
|
|
|
412
|
Stephens Inc
Little Rock,
Arkansas
|
$1.42M
|
-$13.7K
|
-49
|
-1%
|
|
|
413
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.42M
|
–
|
–
|
–
|
|
|
414
|
Rik Saylor Financial
Fairfield,
Ohio
|
$1.41M
|
-$836
|
-3
|
-0.1%
|
|
|
415
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.39M
|
+$1.27M
|
+4,563
|
New
|
|
|
416
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.39M
|
–
|
–
|
–
|
|
|
417
|
Stonebrook Private
Northville,
Michigan
|
$1.38M
|
+$63.5K
|
+228
|
+5%
|
|
|
418
|
Renaissance Technologies
New York
|
$1.37M
|
+$1.25M
|
+4,500
|
New
|
|
|
419
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$1.36M
|
–
|
–
|
–
|
|
|
420
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.36M
|
+$174K
|
+626
|
+16%
|
|
|
421
|
Madison Wealth Partners
Madison,
Wisconsin
|
$1.34M
|
+$83K
|
+298
|
+7%
|
|
|
422
|
Brighton Jones LLC
Seattle,
Washington
|
$1.34M
|
+$22.8K
|
+82
|
+2%
|
|
|
423
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.33M
|
+$450K
|
+1,615
|
+59%
|
|
|
424
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.32M
|
+$73.8K
|
+265
|
+6%
|
|
|
425
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.32M
|
+$211K
|
+756
|
+21%
|
|
