|
401
|
Clear Investment Research
Alpharetta,
Georgia
|
$395K
|
+$19.5K
|
+1,104
|
+5%
|
|
|
402
|
Avantax Planning Partners
Dubuque,
Iowa
|
$394K
|
+$10.5K
|
+592
|
+3%
|
|
|
403
|
Peak Financial Management
Wellesley,
Massachusetts
|
$394K
|
+$65K
|
+3,676
|
+20%
|
|
|
404
|
Tiemann Investment Advisors
Menlo Park,
California
|
$392K
|
+$8.35K
|
+472
|
+2%
|
|
|
405
|
Bank of New York Mellon
New York
|
$390K
|
-$41.4K
|
-2,344
|
-10%
|
|
|
406
|
Old Port Advisors
Portland,
Maine
|
$383K
|
+$14.6K
|
+828
|
+4%
|
|
|
407
|
Cedar Wealth Management
Walnut Creek,
California
|
$379K
|
+$109K
|
+6,148
|
+41%
|
|
|
408
|
Planning Solutions Group
Fulton,
Maryland
|
$378K
|
+$990
|
+56
|
+0.3%
|
|
|
409
|
American Portfolios Advisors
Holbrook,
New York
|
$378K
|
+$35.3K
|
+1,996
|
+10%
|
|
|
410
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$360K
|
-$20.9K
|
-1,184
|
-6%
|
|
|
411
|
Sandy Spring Bank
Olney,
Maryland
|
$350K
|
+$14.6K
|
+828
|
+4%
|
|
|
412
|
Private Vista
Chicago,
Illinois
|
$349K
|
-$54.5K
|
-3,080
|
-14%
|
|
|
413
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$349K
|
+$125K
|
+7,068
|
+57%
|
|
|
414
|
Heritage Way Advisors
Rockford,
Illinois
|
$347K
|
+$21K
|
+1,188
|
+7%
|
|
|
415
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$346K
|
-$4.32K
|
-244
|
-1%
|
|
|
416
|
Manchester Capital Management
Manchester,
Vermont
|
$343K
|
–
|
–
|
–
|
|
|
417
|
AdvicePeriod
Los Angeles,
California
|
$341K
|
+$337K
|
+19,080
|
New
|
|
|
418
|
Clear Creek Financial Management
Silverdale,
Washington
|
$337K
|
+$332K
|
+18,800
|
New
|
|
|
419
|
Front Row Advisors
Tiburon,
California
|
$336K
|
-$13.1K
|
-740
|
-4%
|
|
|
420
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
421
|
American Financial Advisors
Marietta,
Georgia
|
$335K
|
+$22.8K
|
+1,292
|
+7%
|
|
|
422
|
Zions Bancorporation
Salt Lake City,
Utah
|
$332K
|
–
|
–
|
–
|
|
|
423
|
Oxford Financial Group
Carmel,
Indiana
|
$332K
|
+$707
|
+40
|
+0.2%
|
|
|
424
|
Penobscot Investment Management
Boston,
Massachusetts
|
$328K
|
-$15.6K
|
-880
|
-5%
|
|
|
425
|
Premier Asset Management
Chicago,
Illinois
|
$325K
|
-$2.83K
|
-160
|
-0.9%
|
|
