|
401
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$583K
|
-$147K
|
-9,016
|
-20%
|
|
|
402
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$581K
|
-$231K
|
-14,176
|
-28%
|
|
|
403
|
Insight Advisors
Newtown,
Pennsylvania
|
$573K
|
+$534K
|
+32,816
|
New
|
|
|
404
|
Segment Wealth Management
Houston,
Texas
|
$572K
|
+$3.52K
|
+216
|
+0.6%
|
|
|
405
|
Gratus Capital
Atlanta,
Georgia
|
$570K
|
-$94.4K
|
-5,800
|
-14%
|
|
|
406
|
FundX Investment Group
San Francisco,
California
|
$568K
|
-$90.1K
|
-5,536
|
-14%
|
|
|
407
|
Martel Wealth Advisors
Vancouver,
Washington
|
$563K
|
+$32.8K
|
+2,016
|
+4%
|
|
|
408
|
Valeo Financial Advisors
Carmel,
Indiana
|
$561K
|
–
|
–
|
–
|
|
|
409
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$560K
|
–
|
–
|
–
|
|
|
410
|
Sutton Wealth Advisors
Tampa,
Florida
|
$558K
|
–
|
–
|
–
|
|
|
411
|
UMB Bank
Kansas City,
Missouri
|
$555K
|
-$22.5K
|
-1,384
|
-4%
|
|
|
412
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$554K
|
–
|
–
|
–
|
|
|
413
|
WT Wealth Management
Scottsdale,
Arizona
|
$551K
|
-$169K
|
-10,360
|
-23%
|
|
|
414
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$549K
|
-$69.3K
|
-4,256
|
-11%
|
|
|
415
|
Diversified Trust
Memphis,
Tennessee
|
$544K
|
-$20.8K
|
-1,280
|
-4%
|
|
|
416
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$528K
|
–
|
–
|
–
|
|
|
417
|
BCS Wealth Management
Johnson City,
Tennessee
|
$518K
|
-$77.5K
|
-4,760
|
-13%
|
|
|
418
|
Cabot Wealth Management
Salem,
Massachusetts
|
$514K
|
-$40.5K
|
-2,488
|
-7%
|
|
|
419
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$512K
|
+$193K
|
+11,880
|
+60%
|
|
|
420
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$507K
|
-$5.73K
|
-352
|
-1%
|
|
|
421
|
Avidian Wealth Enterprises
Houston,
Texas
|
$506K
|
–
|
–
|
–
|
|
|
422
|
Regent Investment Management
Louisville,
Kentucky
|
$506K
|
+$4.43K
|
+272
|
+0.9%
|
|
|
423
|
Bank of New York Mellon
New York
|
$502K
|
-$54K
|
-3,320
|
-10%
|
|
|
424
|
SignalPoint Asset Management
Springfield,
Missouri
|
$499K
|
-$15.6K
|
-960
|
-3%
|
|
|
425
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$498K
|
–
|
–
|
–
|
|
