|
401
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$413K
|
–
|
–
|
–
|
|
|
402
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$411K
|
+$395K
|
+15,000
|
New
|
|
|
403
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$410K
|
-$30.7K
|
-1,165
|
-7%
|
|
|
404
|
Credit Suisse
Zurich,
Switzerland
|
$410K
|
+$22.2K
|
+842
|
+6%
|
|
|
405
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$408K
|
+$393K
|
+14,925
|
New
|
|
|
406
|
HoyleCohen
San Diego,
California
|
$407K
|
+$24.9K
|
+945
|
+7%
|
|
|
407
|
Foster & Motley
Cincinnati,
Ohio
|
$404K
|
+$43.4K
|
+1,647
|
+13%
|
|
|
408
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$402K
|
–
|
–
|
–
|
|
|
409
|
Heritage Way Advisors
Rockford,
Illinois
|
$397K
|
-$14.5K
|
-550
|
-4%
|
|
|
410
|
Capital One National Association
New York
|
$397K
|
+$382K
|
+14,488
|
New
|
|
|
411
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$396K
|
-$15K
|
-569
|
-4%
|
|
|
412
|
Personal Capital Advisors
Redwood City,
California
|
$394K
|
-$18.1K
|
-686
|
-5%
|
|
|
413
|
Callahan Advisors
Houston,
Texas
|
$394K
|
+$116K
|
+4,388
|
+44%
|
|
|
414
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$391K
|
+$48.9K
|
+1,857
|
+15%
|
|
|
415
|
Human Investing
Lake Oswego,
Oregon
|
$388K
|
+$15.1K
|
+574
|
+4%
|
|
|
416
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$387K
|
+$373K
|
+14,138
|
New
|
|
|
417
|
Evergreen Capital Management
Bellevue,
Washington
|
$385K
|
+$106K
|
+4,039
|
+40%
|
|
|
418
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$383K
|
–
|
–
|
–
|
|
|
419
|
ProVise Management Group
Clearwater,
Florida
|
$382K
|
–
|
–
|
–
|
|
|
420
|
3D Asset Management
Hartford,
Connecticut
|
$381K
|
-$1.66K
|
-63
|
-0.5%
|
|
|
421
|
Summit Asset Management
Memphis,
Tennessee
|
$378K
|
+$32.6K
|
+1,237
|
+10%
|
|
|
422
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$377K
|
-$27.8K
|
-1,055
|
-7%
|
|
|
423
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$376K
|
+$25.5K
|
+967
|
+8%
|
|
|
424
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$371K
|
+$357K
|
+13,556
|
New
|
|
|
425
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$371K
|
+$358K
|
+13,567
|
New
|
|
