|
401
|
TrueWealth LLC
Atlanta,
Georgia
|
$60K
|
+$35K
|
+3,198
|
+142%
|
|
|
402
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$58K
|
-$262
|
-24
|
-0.5%
|
|
|
403
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
404
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$53K
|
–
|
–
|
–
|
|
|
405
|
KHP Capital
Tulsa,
Oklahoma
|
$50K
|
–
|
–
|
–
|
|
|
406
|
Elmwood Wealth Management
Berkeley,
California
|
$49.8K
|
–
|
–
|
–
|
|
|
407
|
US Bancorp
Minneapolis,
Minnesota
|
$49K
|
+$6.56K
|
+600
|
+16%
|
|
|
408
|
Bay Colony Advisors
Concord,
Massachusetts
|
$48K
|
+$47.3K
|
+4,326
|
New
|
|
|
409
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$46K
|
+$44.3K
|
+4,050
|
New
|
|
|
410
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$44K
|
-$56.8K
|
-5,196
|
-56%
|
|
|
411
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$43K
|
–
|
–
|
–
|
|
|
412
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
413
|
Covington Capital Management
Los Angeles,
California
|
$41K
|
–
|
–
|
–
|
|
|
414
|
Pacific Center for Financial Services
San Ramon,
California
|
$41K
|
+$5.38K
|
+492
|
+15%
|
|
|
415
|
Washington Trust
Westerly,
Rhode Island
|
$38K
|
+$37.7K
|
+3,450
|
New
|
|
|
416
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$37K
|
–
|
–
|
–
|
|
|
417
|
MV Capital Management
Bethesda,
Maryland
|
$35K
|
–
|
–
|
–
|
|
|
418
|
Private Ocean
San Rafael,
California
|
$35K
|
+$66
|
+6
|
+0.2%
|
|
|
419
|
SEI Investments
Oaks,
Pennsylvania
|
$30K
|
-$313K
|
-28,590
|
-91%
|
|
|
420
|
Glassman Wealth Services
Vienna,
Virginia
|
$30K
|
–
|
–
|
–
|
|
|
421
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$27K
|
–
|
–
|
–
|
|
|
422
|
QCI Asset Management
Pittsford,
New York
|
$25K
|
-$10.8K
|
-990
|
-31%
|
|
|
423
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
–
|
–
|
–
|
|
|
424
|
Icon Wealth Partners
Houston,
Texas
|
$23K
|
+$22.4K
|
+2,046
|
New
|
|
|
425
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$21K
|
–
|
–
|
–
|
|
