|
401
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$725K
|
-$13.7K
|
-792
|
-2%
|
|
|
402
|
Pegasus Partners
Mequon,
Wisconsin
|
$719K
|
-$101K
|
-5,824
|
-13%
|
|
|
403
|
Steward Partners Investment Advisory
New York
|
$715K
|
-$28.5K
|
-1,648
|
-4%
|
|
|
404
|
Cozad Asset Management
Champaign,
Illinois
|
$700K
|
+$17.3K
|
+1,000
|
+3%
|
|
|
405
|
Financial Life Advisors
San Antonio,
Texas
|
$697K
|
-$28.8K
|
-1,664
|
-4%
|
|
|
406
|
LifeSteps Financial
Claremont,
California
|
$691K
|
+$138
|
+8
|
+0%
|
|
|
407
|
Bank of New York Mellon
New York
|
$687K
|
+$116K
|
+6,696
|
+22%
|
|
|
408
|
Personal Capital Advisors
Redwood City,
California
|
$684K
|
-$110K
|
-6,352
|
-14%
|
|
|
409
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$660K
|
–
|
–
|
–
|
|
|
410
|
Csenge Advisory Group
Clearwater,
Florida
|
$659K
|
+$6.37K
|
+368
|
+1%
|
|
|
411
|
Millennium Management
New York
|
$651K
|
+$617K
|
+35,672
|
New
|
|
|
412
|
Segment Wealth Management
Houston,
Texas
|
$645K
|
+$1.38K
|
+80
|
+0.2%
|
|
|
413
|
Domani Wealth
Lancaster,
Pennsylvania
|
$642K
|
-$16.1K
|
-928
|
-3%
|
|
|
414
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$630K
|
–
|
–
|
–
|
|
|
415
|
Sutton Wealth Advisors
Tampa,
Florida
|
$628K
|
–
|
–
|
–
|
|
|
416
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$623K
|
–
|
–
|
–
|
|
|
417
|
KCM Investment Advisors
Greenbrae,
California
|
$623K
|
+$176K
|
+10,200
|
+43%
|
|
|
418
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$614K
|
+$1.8K
|
+104
|
+0.3%
|
|
|
419
|
Spire Wealth Management
Mclean,
Virginia
|
$611K
|
-$189K
|
-10,920
|
-25%
|
|
|
420
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$608K
|
-$9K
|
-520
|
-2%
|
|
|
421
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$594K
|
–
|
–
|
–
|
|
|
422
|
BCS Wealth Management
Johnson City,
Tennessee
|
$585K
|
+$3.18K
|
+184
|
+0.6%
|
|
|
423
|
Cabot Wealth Management
Salem,
Massachusetts
|
$578K
|
–
|
–
|
–
|
|
|
424
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$576K
|
+$554
|
+32
|
+0.1%
|
|
|
425
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$573K
|
+$543K
|
+31,408
|
New
|
|
