|
401
|
LifeSteps Financial
Claremont,
California
|
$608K
|
+$243
|
+16
|
+0%
|
|
|
402
|
Chartist Inc
Seal Beach,
California
|
$606K
|
-$115K
|
-7,568
|
-17%
|
|
|
403
|
Western Wealth Management
Golden,
Colorado
|
$603K
|
+$22K
|
+1,448
|
+4%
|
|
|
404
|
Cozad Asset Management
Champaign,
Illinois
|
$600K
|
–
|
–
|
–
|
|
|
405
|
BCS Wealth Management
Johnson City,
Tennessee
|
$589K
|
+$607
|
+40
|
+0.1%
|
|
|
406
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$582K
|
+$78.9K
|
+5,200
|
+17%
|
|
|
407
|
UMB Bank
Kansas City,
Missouri
|
$571K
|
-$210K
|
-13,872
|
-28%
|
|
|
408
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$565K
|
-$1.21K
|
-80
|
-0.2%
|
|
|
409
|
Segment Wealth Management
Houston,
Texas
|
$563K
|
-$5.58K
|
-368
|
-1%
|
|
|
410
|
Diversified Trust
Memphis,
Tennessee
|
$559K
|
+$19.4K
|
+1,280
|
+4%
|
|
|
411
|
Valeo Financial Advisors
Carmel,
Indiana
|
$555K
|
-$21.7K
|
-1,432
|
-4%
|
|
|
412
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$554K
|
+$524K
|
+34,520
|
New
|
|
|
413
|
Ritholtz Wealth Management
New York
|
$554K
|
+$524K
|
+34,544
|
New
|
|
|
414
|
Sutton Wealth Advisors
Tampa,
Florida
|
$552K
|
–
|
–
|
–
|
|
|
415
|
Bank of New York Mellon
New York
|
$550K
|
-$16.3K
|
-1,072
|
-3%
|
|
|
416
|
Cabot Wealth Management
Salem,
Massachusetts
|
$549K
|
-$89.1K
|
-5,872
|
-15%
|
|
|
417
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$548K
|
-$32K
|
-2,112
|
-6%
|
|
|
418
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$548K
|
+$55.8K
|
+3,680
|
+12%
|
|
|
419
|
Martel Wealth Advisors
Vancouver,
Washington
|
$543K
|
+$32.8K
|
+2,160
|
+4%
|
|
|
420
|
Apriem Advisors
Irvine,
California
|
$540K
|
-$22K
|
-1,448
|
-4%
|
|
|
421
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$524K
|
+$495K
|
+32,648
|
New
|
|
|
422
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$523K
|
–
|
–
|
–
|
|
|
423
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$520K
|
–
|
–
|
–
|
|
|
424
|
Eaton Vance Management
Boston,
Massachusetts
|
$520K
|
+$491K
|
+32,360
|
New
|
|
|
425
|
SOL Capital Management
Rockville,
Maryland
|
$515K
|
–
|
–
|
–
|
|
