|
401
|
Athena Investment Management
Orinda,
California
|
$410K
|
-$20.1K
|
-320
|
-5%
|
|
|
402
|
Latitude Advisors
Vero Beach,
Florida
|
$409K
|
-$24.2K
|
-386
|
-6%
|
|
|
403
|
Brickley Wealth Management
San Mateo,
California
|
$406K
|
–
|
–
|
–
|
|
|
404
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$405K
|
+$412K
|
+6,575
|
New
|
|
|
405
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$402K
|
-$277K
|
-4,420
|
-40%
|
|
|
406
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$400K
|
+$407K
|
+6,485
|
New
|
|
|
407
|
Raymond James Trust
St. Petersburg,
Florida
|
$397K
|
+$4.2K
|
+67
|
+1%
|
|
|
408
|
Partnership Wealth Management
Towson,
Maryland
|
$395K
|
-$41.3K
|
-659
|
-9%
|
|
|
409
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$391K
|
-$5.77K
|
-92
|
-1%
|
|
|
410
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$384K
|
-$276K
|
-4,408
|
-41%
|
|
|
411
|
Courage Miller Partners
Norfolk,
Virginia
|
$377K
|
+$502
|
+8
|
+0.1%
|
|
|
412
|
Integrated Advisors Network
Dallas,
Texas
|
$375K
|
+$5.14K
|
+82
|
+1%
|
|
|
413
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$374K
|
+$12.3K
|
+196
|
+3%
|
|
|
414
|
BOK Financial Private Wealth
Denver,
Colorado
|
$367K
|
–
|
–
|
–
|
|
|
415
|
Lake Street Private Wealth
Chicago,
Illinois
|
$361K
|
+$8.65K
|
+138
|
+2%
|
|
|
416
|
Relative Value Partners Group
|
$361K
|
+$367K
|
+5,856
|
New
|
|
|
417
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$354K
|
+$20.3K
|
+323
|
+6%
|
|
|
418
|
Valeo Financial Advisors
Carmel,
Indiana
|
$349K
|
+$26.8K
|
+428
|
+8%
|
|
|
419
|
Raffa Wealth Management
Washington,
District of Columbia
|
$348K
|
+$5.08K
|
+81
|
+1%
|
|
|
420
|
Sand Hill Global Advisors
Palo Alto,
California
|
$347K
|
+$353K
|
+5,623
|
New
|
|
|
421
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$346K
|
–
|
–
|
–
|
|
|
422
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$343K
|
-$3.13K
|
-50
|
-0.9%
|
|
|
423
|
Ancora Advisors
Cleveland,
Ohio
|
$342K
|
–
|
–
|
–
|
|
|
424
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$337K
|
-$177K
|
-2,830
|
-34%
|
|
|
425
|
Y-Intercept (HK)
Hong Kong
|
$335K
|
+$341K
|
+5,440
|
New
|
|
