|
401
|
MAI Capital Management
Independence,
Ohio
|
$609K
|
+$30.3K
|
+1,131
|
+5%
|
|
|
402
|
Resolute Capital
Greenville,
South Carolina
|
$607K
|
+$614K
|
+22,908
|
New
|
|
|
403
|
Empirical Wealth Management
Seattle,
Washington
|
$602K
|
-$101K
|
-3,776
|
-14%
|
|
|
404
|
IFG Advisory
Atlanta,
Georgia
|
$601K
|
+$53K
|
+1,974
|
+10%
|
|
|
405
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$597K
|
+$38.5K
|
+1,435
|
+7%
|
|
|
406
|
Symmetry Partners
Glastonbury,
Connecticut
|
$591K
|
+$598K
|
+22,296
|
New
|
|
|
407
|
Apella Capital
West Hartford,
Connecticut
|
$585K
|
+$17.2K
|
+642
|
+3%
|
|
|
408
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$576K
|
+$29.5K
|
+1,099
|
+5%
|
|
|
409
|
CreativeOne Wealth
Overland Park,
Kansas
|
$571K
|
-$5.84M
|
-217,615
|
-91%
|
|
|
410
|
Shearwater Capital
Denver,
Colorado
|
$564K
|
–
|
–
|
–
|
|
|
411
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$553K
|
-$11K
|
-411
|
-2%
|
|
|
412
|
Gradient Capital Advisors
San Diego,
California
|
$548K
|
-$3.08K
|
-115
|
-0.6%
|
|
|
413
|
Western Reserve Capital Management
Hudson,
Ohio
|
$534K
|
+$541K
|
+20,158
|
New
|
|
|
414
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$531K
|
-$44.9K
|
-1,672
|
-8%
|
|
|
415
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$522K
|
+$220K
|
+8,216
|
+72%
|
|
|
416
|
Wilian Securities
Vadnais Heights,
Minnesota
|
$521K
|
+$528K
|
+19,679
|
New
|
|
|
417
|
WT Wealth Management
Scottsdale,
Arizona
|
$520K
|
+$22K
|
+820
|
+4%
|
|
|
418
|
Aspiriant LLC
Los Angeles,
California
|
$513K
|
+$519K
|
+19,367
|
New
|
|
|
419
|
Vista Capital Partners
Portland,
Oregon
|
$506K
|
+$14K
|
+523
|
+3%
|
|
|
420
|
ORG Partners
Roanoke,
Indiana
|
$506K
|
-$54
|
-2
|
-0%
|
|
|
421
|
Covestor
London,
United Kingdom
|
$504K
|
+$53.3K
|
+1,988
|
+12%
|
|
|
422
|
Graetz Wealth
Jenison,
Michigan
|
$499K
|
+$505K
|
+18,820
|
New
|
|
|
423
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$497K
|
+$19.9K
|
+741
|
+4%
|
|
|
424
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$497K
|
-$24.7K
|
-920
|
-5%
|
|
|
425
|
Rockefeller Capital Management
New York
|
$497K
|
+$4.8K
|
+179
|
+1%
|
|
