|
401
|
Charles Schwab Trust
Henderson,
Nevada
|
$441K
|
-$5.63K
|
-74
|
-1%
|
|
|
402
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$439K
|
-$163K
|
-2,145
|
-27%
|
|
|
403
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$438K
|
–
|
–
|
–
|
|
|
404
|
Millennium Management
New York
|
$434K
|
+$444K
|
+5,828
|
New
|
|
|
405
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$431K
|
–
|
–
|
–
|
|
|
406
|
Cobblestone Capital Advisors
Rochester,
New York
|
$423K
|
-$22.8K
|
-300
|
-5%
|
|
|
407
|
Valeo Financial Advisors
Carmel,
Indiana
|
$421K
|
+$145K
|
+1,907
|
+51%
|
|
|
408
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$419K
|
-$10.2K
|
-134
|
-2%
|
|
|
409
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$417K
|
+$16.4K
|
+215
|
+4%
|
|
|
410
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$415K
|
–
|
–
|
–
|
|
|
411
|
Ancora Advisors
Cleveland,
Ohio
|
$413K
|
–
|
–
|
–
|
|
|
412
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$412K
|
+$35.3K
|
+464
|
+9%
|
|
|
413
|
Advisor Partners
Walnut Creek,
California
|
$411K
|
–
|
–
|
–
|
|
|
414
|
Personal Capital Advisors
Redwood City,
California
|
$410K
|
+$31.3K
|
+411
|
+8%
|
|
|
415
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$409K
|
–
|
–
|
–
|
|
|
416
|
AllSquare Wealth Management
Albany,
New York
|
$402K
|
–
|
–
|
–
|
|
|
417
|
Peak Financial Management
Wellesley,
Massachusetts
|
$402K
|
+$20.9K
|
+275
|
+5%
|
|
|
418
|
Manchester Capital Management
Manchester,
Vermont
|
$398K
|
–
|
–
|
–
|
|
|
419
|
Orin Green Financial
San Diego,
California
|
$398K
|
–
|
–
|
–
|
|
|
420
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$397K
|
+$26.8K
|
+352
|
+7%
|
|
|
421
|
Insight Wealth Strategies
San Ramon,
California
|
$394K
|
-$1.37M
|
-18,022
|
-77%
|
|
|
422
|
Financial Consulate
Hunt Valley,
Maryland
|
$392K
|
-$8.98K
|
-118
|
-2%
|
|
|
423
|
Latitude Advisors
Vero Beach,
Florida
|
$389K
|
+$398K
|
+5,229
|
New
|
|
|
424
|
Raffa Wealth Management
Washington,
District of Columbia
|
$386K
|
–
|
–
|
–
|
|
|
425
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$379K
|
+$151K
|
+1,989
|
+64%
|
|
