|
401
|
Caption Management
Oklahoma City,
Oklahoma
|
$571K
|
+$500K
|
+21,600
|
New
|
|
|
402
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$567K
|
+$531K
|
+22,963
|
New
|
|
|
403
|
Financial Engines Advisors
Santa Clara,
California
|
$566K
|
-$16.8K
|
-727
|
-3%
|
|
|
404
|
Meeder Asset Management
Dublin,
Ohio
|
$566K
|
+$497K
|
+21,472
|
New
|
|
|
405
|
Avantax Advisory Services
Dallas,
Texas
|
$558K
|
+$170K
|
+7,331
|
+53%
|
|
|
406
|
Fred Alger Management
New York
|
$555K
|
+$188K
|
+8,135
|
+63%
|
|
|
407
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$546K
|
+$273K
|
+11,792
|
+132%
|
|
|
408
|
Koshinski Asset Management
Decatur,
Illinois
|
$545K
|
-$72.9K
|
-3,150
|
-13%
|
|
|
409
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$544K
|
–
|
–
|
–
|
|
|
410
|
Archford Capital Strategies
Swansea,
Illinois
|
$537K
|
+$221K
|
+9,560
|
+88%
|
|
|
411
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$529K
|
+$464K
|
+20,050
|
New
|
|
|
412
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$528K
|
-$347K
|
-15,000
|
-43%
|
|
|
413
|
O'Dell Group
Cincinnati,
Ohio
|
$528K
|
+$166K
|
+7,182
|
+56%
|
|
|
414
|
Panagora Asset Management
Boston,
Massachusetts
|
$528K
|
+$463K
|
+20,026
|
New
|
|
|
415
|
Voloridge Investment Management
Jupiter,
Florida
|
$528K
|
+$463K
|
+20,031
|
New
|
|
|
416
|
Boothbay Fund Management
New York
|
$527K
|
+$72.7K
|
+3,144
|
+19%
|
|
|
417
|
Bellevue Asset Management
Bellevue,
Washington
|
$527K
|
+$116K
|
+5,000
|
+33%
|
|
|
418
|
Lazard Asset Management
New York
|
$527K
|
+$281K
|
+12,149
|
+155%
|
|
|
419
|
NKCFO LLC
Geneva,
Illinois
|
$527K
|
+$463K
|
+20,000
|
New
|
|
|
420
|
Claro Advisors
Boston,
Massachusetts
|
$524K
|
-$8.33K
|
-360
|
-2%
|
|
|
421
|
NWAM LLC
Mercer Island,
Washington
|
$519K
|
+$98.6K
|
+4,265
|
+28%
|
|
|
422
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$502K
|
-$89K
|
-3,848
|
-15%
|
|
|
423
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$501K
|
+$23.1K
|
+1,000
|
+6%
|
|
|
424
|
Advisor Resource Council
Dallas,
Texas
|
$497K
|
+$436K
|
+18,867
|
New
|
|
|
425
|
Hohimer Wealth Management
Seattle,
Washington
|
$491K
|
+$140K
|
+6,055
|
+48%
|
|
