|
326
|
Rockbridge Investment Management
Syracuse,
New York
|
$498K
|
–
|
–
|
–
|
|
|
327
|
Bank of New York Mellon
New York
|
$497K
|
+$204K
|
+8,835
|
+67%
|
|
|
328
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$489K
|
+$14.3K
|
+618
|
+3%
|
|
|
329
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$485K
|
–
|
–
|
–
|
|
|
330
|
Roundview Capital
Princeton,
New Jersey
|
$484K
|
-$11.1K
|
-480
|
-2%
|
|
|
331
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$476K
|
+$3.47K
|
+150
|
+0.7%
|
|
|
332
|
Klingman & Associates
New York
|
$470K
|
+$98.4K
|
+4,254
|
+26%
|
|
|
333
|
LifeSteps Financial
Claremont,
California
|
$463K
|
+$52.1K
|
+2,253
|
+12%
|
|
|
334
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$454K
|
–
|
–
|
–
|
|
|
335
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$453K
|
–
|
–
|
–
|
|
|
336
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$453K
|
+$2.29K
|
+99
|
+0.5%
|
|
|
337
|
CreativeOne Wealth
Overland Park,
Kansas
|
$449K
|
+$462K
|
+19,962
|
New
|
|
|
338
|
Clear Investment Research
Alpharetta,
Georgia
|
$441K
|
–
|
–
|
–
|
|
|
339
|
Thompson Investment Management
Madison,
Wisconsin
|
$437K
|
-$89K
|
-3,849
|
-17%
|
|
|
340
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$435K
|
-$24.8K
|
-1,071
|
-5%
|
|
|
341
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$429K
|
–
|
–
|
–
|
|
|
342
|
Wealthspire Advisors (New York)
New York
|
$429K
|
+$118K
|
+5,121
|
+37%
|
|
|
343
|
Equitable Holdings
New York
|
$428K
|
+$122K
|
+5,253
|
+38%
|
|
|
344
|
Abacus Planning Group
Columbia,
South Carolina
|
$427K
|
+$21.9K
|
+948
|
+5%
|
|
|
345
|
Intrua Financial
Houston,
Texas
|
$427K
|
+$63K
|
+2,724
|
+18%
|
|
|
346
|
Steward Partners Investment Advisory
New York
|
$425K
|
-$15.6K
|
-675
|
-3%
|
|
|
347
|
American Portfolios Advisors
Holbrook,
New York
|
$423K
|
+$5.27K
|
+228
|
+1%
|
|
|
348
|
Berger Financial Group
Plymouth,
Minnesota
|
$423K
|
+$435K
|
+18,804
|
New
|
|
|
349
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$422K
|
-$2.98K
|
-129
|
-0.7%
|
|
|
350
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$418K
|
-$8.68K
|
-375
|
-2%
|
|
