|
401
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$228K
|
+$255K
|
+9,348
|
New
|
|
|
402
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$226K
|
–
|
–
|
–
|
|
|
403
|
Capital Planning Advisors
Roseville,
California
|
$223K
|
–
|
–
|
–
|
|
|
404
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$222K
|
–
|
–
|
–
|
|
|
405
|
Apriem Advisors
Irvine,
California
|
$220K
|
–
|
–
|
–
|
|
|
406
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$220K
|
+$246K
|
+9,000
|
New
|
|
|
407
|
Forum Financial Management
Lombard,
Illinois
|
$216K
|
–
|
–
|
–
|
|
|
408
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$213K
|
-$19.1K
|
-700
|
-7%
|
|
|
409
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$208K
|
–
|
–
|
–
|
|
|
410
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$204K
|
+$95.6K
|
+3,504
|
+72%
|
|
|
411
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$203K
|
+$227K
|
+8,312
|
New
|
|
|
412
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$200K
|
+$224K
|
+8,210
|
New
|
|
|
413
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$199K
|
+$222K
|
+8,133
|
New
|
|
|
414
|
Strategic Wealth Partners
Independence,
Ohio
|
$174K
|
+$9.12K
|
+334
|
+5%
|
|
|
415
|
Activest Wealth Management
Aventure,
Florida
|
$172K
|
+$192K
|
+7,046
|
New
|
|
|
416
|
Parvin Asset Management
Sioux Falls,
South Dakota
|
$169K
|
–
|
–
|
–
|
|
|
417
|
Bogart Wealth LLC
Mclean,
Virginia
|
$151K
|
+$169K
|
+6,200
|
New
|
|
|
418
|
Gunpowder Capital Management
Towson,
Maryland
|
$148K
|
–
|
–
|
–
|
|
|
419
|
Millstone Evans Group
Boulder,
Colorado
|
$146K
|
–
|
–
|
–
|
|
|
420
|
FWL Investment Management
Dallas,
Texas
|
$146K
|
+$164K
|
+6,000
|
New
|
|
|
421
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$145K
|
+$162K
|
+5,950
|
New
|
|
|
422
|
Spire Wealth Management
Mclean,
Virginia
|
$144K
|
-$158K
|
-5,800
|
-50%
|
|
|
423
|
Webster Bank
Waterbury,
Connecticut
|
$137K
|
+$153K
|
+5,600
|
New
|
|
|
424
|
Blue Trust Inc
Alpharetta,
Georgia
|
$133K
|
-$101K
|
-3,719
|
-41%
|
|
|
425
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$132K
|
-$344K
|
-12,600
|
-70%
|
|
